Holders over time
- IBN
- JPM
| Quarter | IBN | JPM |
|---|---|---|
| Q3 2020 | 8 holders, $1.3bn | 35 holders, $33.0bn |
| Q4 2020 | 9 holders, $1.4bn | 32 holders, $45.6bn |
| Q1 2021 | 11 holders, $2.1bn | 32 holders, $49.9bn |
| Q2 2021 | 11 holders, $2.6bn | 31 holders, $48.4bn |
| Q3 2021 | 13 holders, $2.9bn | 31 holders, $48.9bn |
| Q4 2021 | 12 holders, $1.4bn | 34 holders, $46.1bn |
| Q1 2022 | 12 holders, $1.3bn | 35 holders, $37.9bn |
| Q2 2022 | 12 holders, $915m | 37 holders, $30.9bn |
| Q3 2022 | 15 holders, $1.6bn | 41 holders, $26.8bn |
| Q4 2022 | 16 holders, $1.8bn | 33 holders, $80.3bn |
| Q1 2023 | 17 holders, $1.7bn | 34 holders, $33.4bn |
| Q2 2023 | 18 holders, $1.8bn | 34 holders, $38.7bn |
| Q3 2023 | 16 holders, $1.8bn | 32 holders, $39.4bn |
| Q4 2023 | 15 holders, $1.8bn | 30 holders, $45.0bn |
| Q1 2024 | 15 holders, $1.7bn | 37 holders, $52.6bn |
| Q2 2024 | 14 holders, $1.7bn | 36 holders, $52.8bn |
| Q3 2024 | 10 holders, $1.5bn | 29 holders, $50.1bn |
| Q4 2024 | 10 holders, $1.7bn | 30 holders, $55.8bn |
| Q1 2025 | 12 holders, $1.8bn | 35 holders, $51.3bn |
| Q2 2025 | 15 holders, $2.2bn | 38 holders, $59.8bn |
| Q3 2025 | 11 holders, $1.7bn | 36 holders, $63.3bn |
| Q4 2025 | 17 holders, $2.2bn | 36 holders, $57.9bn |
| Q1 2026 | 16 holders, $1.7bn | 39 holders, $51.7bn |
| Q2 2026 | 12 holders, $1.5bn | 43 holders, $54.6bn |
Icici BK LTD
- Holders
- 15
- Reported value
- $1.8bn
- Buyers
- 7
- Sellers
- 8
Breadth -1 among 93 comparable managers.
JPMorgan Chase & Co
- Holders
- 30
- Reported value
- $45.0bn
- Buyers
- 14
- Sellers
- 16
Breadth -2 among 93 comparable managers.
Who holds both, Q4 2023
Both (7)
Capital World Investors, Dodge & Cox, Invesco Ltd, Man Group PLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc
Only IBN (8)
Artisan Partners LP, Baillie Gifford & Co, Egerton Capital UK LLP, Lone Pine Capital LLC, Oaktree Capital Management LP, Quantbot Technologies LP, Tudor Investment Corp, Voloridge Investment Management LLC
Only JPM (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Wellington Management Group LLP, Winton Group Ltd
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.