Holders over time
- ZION
- JPM
| Quarter | ZION | JPM |
|---|---|---|
| Q3 2020 | 12 holders, $611m | 35 holders, $33.0bn |
| Q4 2020 | 9 holders, $1.1bn | 32 holders, $45.6bn |
| Q1 2021 | 9 holders, $1.4bn | 32 holders, $49.9bn |
| Q2 2021 | 8 holders, $1.3bn | 31 holders, $48.4bn |
| Q3 2021 | 7 holders, $1.4bn | 31 holders, $48.9bn |
| Q4 2021 | 8 holders, $1.2bn | 34 holders, $46.1bn |
| Q1 2022 | 12 holders, $1.3bn | 35 holders, $37.9bn |
| Q2 2022 | 14 holders, $873m | 37 holders, $30.9bn |
| Q3 2022 | 10 holders, $786m | 41 holders, $26.8bn |
| Q4 2022 | 13 holders, $657m | 33 holders, $80.3bn |
| Q1 2023 | 11 holders, $291m | 34 holders, $33.4bn |
| Q2 2023 | 8 holders, $207m | 34 holders, $38.7bn |
| Q3 2023 | 11 holders, $347m | 32 holders, $39.4bn |
| Q4 2023 | 8 holders, $308m | 30 holders, $45.0bn |
| Q1 2024 | 14 holders, $490m | 37 holders, $52.6bn |
| Q2 2024 | 11 holders, $502m | 36 holders, $52.8bn |
| Q3 2024 | 10 holders, $490m | 29 holders, $50.1bn |
| Q4 2024 | 12 holders, $659m | 30 holders, $55.8bn |
| Q1 2025 | 13 holders, $636m | 35 holders, $51.3bn |
| Q2 2025 | 12 holders, $507m | 38 holders, $59.8bn |
| Q3 2025 | 12 holders, $740m | 36 holders, $63.3bn |
| Q4 2025 | 13 holders, $533m | 36 holders, $57.9bn |
| Q1 2026 | 11 holders, $568m | 39 holders, $51.7bn |
| Q2 2026 | 14 holders, $780m | 43 holders, $54.6bn |
Zions Bancorporation Natl AS
- Holders
- 8
- Reported value
- $308m
- Buyers
- 4
- Sellers
- 4
Breadth 0 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 (5)
AllianceBernstein LP, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Schonfeld Strategic Advisors LLC, Winton Group Ltd
Only ZION (3)
Moore Capital Management LP, Two Sigma Advisers LP, Voloridge Investment Management LLC
Only JPM (25)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, 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, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Wellington Management Group LLP
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.