L3VLUP
ProSign in

WAFD · 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.

WAFDJPM
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.
  • WAFD
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterWAFDJPM
Q3 20203 holders, $106m35 holders, $33.0bn
Q4 20202 holders, $119m32 holders, $45.6bn
Q1 20214 holders, $148m32 holders, $49.9bn
Q2 20211 holders, $30m31 holders, $48.4bn
Q3 20212 holders, $39m31 holders, $48.9bn
Q4 20215 holders, $38m34 holders, $46.1bn
Q1 20224 holders, $12m35 holders, $37.9bn
Q2 20225 holders, $55m37 holders, $30.9bn
Q3 20226 holders, $82m41 holders, $26.8bn
Q4 20226 holders, $112m33 holders, $80.3bn
Q1 20236 holders, $101m34 holders, $33.4bn
Q2 20234 holders, $53m34 holders, $38.7bn
Q3 20233 holders, $46m32 holders, $39.4bn
Q4 20233 holders, $58m30 holders, $45.0bn
Q1 20242 holders, $36m37 holders, $52.6bn
Q2 20242 holders, $40m36 holders, $52.8bn
Q3 20241 holders, $38m29 holders, $50.1bn
Q4 20241 holders, $35m30 holders, $55.8bn
Q1 20251 holders, $31m35 holders, $51.3bn
Q2 20251 holders, $32m38 holders, $59.8bn
Q3 20251 holders, $31m36 holders, $63.3bn
Q4 20252 holders, $109m36 holders, $57.9bn
Q1 20263 holders, $124m39 holders, $51.7bn
Q2 20261 holders, $120m43 holders, $54.6bn
WAFD

Washington Fed Inc

Holders
3
Reported value
$58m
Buyers
1
Sellers
2

Breadth -1 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 WAFD (2)

Artisan Partners LP, Caxton Associates LLP

Only JPM (29)

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, 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, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, and 4 more

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.

Back to the 13F Explorer →