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PB · JPM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PBJPM
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PB
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterPBJPM
Q3 20208 holders, $448m35 holders, $33.0bn
Q4 20205 holders, $648m32 holders, $45.6bn
Q1 20216 holders, $638m32 holders, $49.9bn
Q2 20217 holders, $656m31 holders, $48.4bn
Q3 20216 holders, $658m31 holders, $48.9bn
Q4 20216 holders, $666m34 holders, $46.1bn
Q1 20226 holders, $626m35 holders, $37.9bn
Q2 20225 holders, $499m37 holders, $30.9bn
Q3 20226 holders, $480m41 holders, $26.8bn
Q4 20228 holders, $572m33 holders, $80.3bn
Q1 20234 holders, $297m34 holders, $33.4bn
Q2 20237 holders, $300m34 holders, $38.7bn
Q3 20237 holders, $478m32 holders, $39.4bn
Q4 20238 holders, $595m30 holders, $45.0bn
Q1 20246 holders, $556m37 holders, $52.6bn
Q2 20247 holders, $517m36 holders, $52.8bn
Q3 20248 holders, $609m29 holders, $50.1bn
Q4 20246 holders, $632m30 holders, $55.8bn
Q1 20256 holders, $617m35 holders, $51.3bn
Q2 20257 holders, $726m38 holders, $59.8bn
Q3 20259 holders, $668m36 holders, $63.3bn
Q4 20259 holders, $781m36 holders, $57.9bn
Q1 20266 holders, $849m39 holders, $51.7bn
Q2 20266 holders, $898m43 holders, $54.6bn
PB

Prosperity Bancshares Inc

Holders
8
Reported value
$595m
Buyers
1
Sellers
7

Breadth -6 among 93 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
JPM

JPMorgan Chase & Co

Holders
30
Reported value
$45.0bn
Buyers
14
Sellers
16

Breadth -2 among 93 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q4 2023

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PB (2)

Holocene Advisors LP, Verition Fund Management LLC

Only JPM (24)

Acadian Asset Management LLC, AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, 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.

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