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ZION · 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.

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.
  • ZION
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterZIONJPM
Q3 202012 holders, $611m35 holders, $33.0bn
Q4 20209 holders, $1.1bn32 holders, $45.6bn
Q1 20219 holders, $1.4bn32 holders, $49.9bn
Q2 20218 holders, $1.3bn31 holders, $48.4bn
Q3 20217 holders, $1.4bn31 holders, $48.9bn
Q4 20218 holders, $1.2bn34 holders, $46.1bn
Q1 202212 holders, $1.3bn35 holders, $37.9bn
Q2 202214 holders, $873m37 holders, $30.9bn
Q3 202210 holders, $786m41 holders, $26.8bn
Q4 202213 holders, $657m33 holders, $80.3bn
Q1 202311 holders, $291m34 holders, $33.4bn
Q2 20238 holders, $207m34 holders, $38.7bn
Q3 202311 holders, $347m32 holders, $39.4bn
Q4 20238 holders, $308m30 holders, $45.0bn
Q1 202414 holders, $490m37 holders, $52.6bn
Q2 202411 holders, $502m36 holders, $52.8bn
Q3 202410 holders, $490m29 holders, $50.1bn
Q4 202412 holders, $659m30 holders, $55.8bn
Q1 202513 holders, $636m35 holders, $51.3bn
Q2 202512 holders, $507m38 holders, $59.8bn
Q3 202512 holders, $740m36 holders, $63.3bn
Q4 202513 holders, $533m36 holders, $57.9bn
Q1 202611 holders, $568m39 holders, $51.7bn
Q2 202614 holders, $780m43 holders, $54.6bn
ZION

Zions Bancorporation Natl AS

Holders
8
Reported value
$308m
Buyers
4
Sellers
4

Breadth 0 among 93 comparable managers.

JPM

JPMorgan Chase & Co

Holders
30
Reported value
$45.0bn
Buyers
14
Sellers
16

Breadth -2 among 93 comparable managers.

Who holds both, Q4 2023

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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