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USB · 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.

USBJPM
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.
  • USB
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterUSBJPM
Q3 202022 holders, $8.2bn35 holders, $33.0bn
Q4 202023 holders, $10.7bn32 holders, $45.6bn
Q1 202117 holders, $11.2bn32 holders, $49.9bn
Q2 202116 holders, $11.1bn31 holders, $48.4bn
Q3 202117 holders, $11.5bn31 holders, $48.9bn
Q4 202116 holders, $10.6bn34 holders, $46.1bn
Q1 202216 holders, $9.9bn35 holders, $37.9bn
Q2 202222 holders, $8.5bn37 holders, $30.9bn
Q3 202228 holders, $6.5bn41 holders, $26.8bn
Q4 202228 holders, $5.7bn33 holders, $80.3bn
Q1 202323 holders, $4.6bn34 holders, $33.4bn
Q2 202322 holders, $4.0bn34 holders, $38.7bn
Q3 202312 holders, $3.1bn32 holders, $39.4bn
Q4 202311 holders, $4.5bn30 holders, $45.0bn
Q1 202415 holders, $5.2bn37 holders, $52.6bn
Q2 202418 holders, $5.1bn36 holders, $52.8bn
Q3 202420 holders, $6.9bn29 holders, $50.1bn
Q4 202418 holders, $7.0bn30 holders, $55.8bn
Q1 202530 holders, $7.7bn35 holders, $51.3bn
Q2 202525 holders, $7.7bn38 holders, $59.8bn
Q3 202523 holders, $7.5bn36 holders, $63.3bn
Q4 202521 holders, $8.0bn36 holders, $57.9bn
Q1 202620 holders, $7.7bn39 holders, $51.7bn
Q2 202621 holders, $8.7bn43 holders, $54.6bn
USB

US Bancorp

Holders
11
Reported value
$4.5bn
Buyers
8
Sellers
4

Breadth +4 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 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only USB (5)

Artisan Partners LP, Caxton Associates LLP, First Eagle Investment Management LLC, Holocene Advisors LP, Viking Global Investors LP

Only JPM (24)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors 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.

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