Holders over time
- ALLY
- JPM
| Quarter | ALLY | JPM |
|---|---|---|
| Q3 2020 | 16 holders, $2.3bn | 35 holders, $33.0bn |
| Q4 2020 | 15 holders, $2.4bn | 32 holders, $45.6bn |
| Q1 2021 | 20 holders, $2.8bn | 32 holders, $49.9bn |
| Q2 2021 | 20 holders, $2.9bn | 31 holders, $48.4bn |
| Q3 2021 | 24 holders, $3.1bn | 31 holders, $48.9bn |
| Q4 2021 | 19 holders, $2.8bn | 34 holders, $46.1bn |
| Q1 2022 | 16 holders, $3.0bn | 35 holders, $37.9bn |
| Q2 2022 | 18 holders, $2.9bn | 37 holders, $30.9bn |
| Q3 2022 | 19 holders, $2.3bn | 41 holders, $26.8bn |
| Q4 2022 | 15 holders, $2.2bn | 33 holders, $80.3bn |
| Q1 2023 | 19 holders, $2.2bn | 34 holders, $33.4bn |
| Q2 2023 | 14 holders, $2.1bn | 34 holders, $38.7bn |
| Q3 2023 | 10 holders, $1.8bn | 32 holders, $39.4bn |
| Q4 2023 | 11 holders, $2.4bn | 30 holders, $45.0bn |
| Q1 2024 | 9 holders, $2.8bn | 37 holders, $52.6bn |
| Q2 2024 | 11 holders, $2.6bn | 36 holders, $52.8bn |
| Q3 2024 | 16 holders, $2.5bn | 29 holders, $50.1bn |
| Q4 2024 | 14 holders, $2.3bn | 30 holders, $55.8bn |
| Q1 2025 | 21 holders, $2.9bn | 35 holders, $51.3bn |
| Q2 2025 | 25 holders, $3.4bn | 38 holders, $59.8bn |
| Q3 2025 | 20 holders, $3.3bn | 36 holders, $63.3bn |
| Q4 2025 | 20 holders, $4.1bn | 36 holders, $57.9bn |
| Q1 2026 | 15 holders, $3.4bn | 39 holders, $51.7bn |
| Q2 2026 | 16 holders, $3.8bn | 43 holders, $54.6bn |
Ally Finl Inc
- Holders
- 9
- Reported value
- $2.8bn
- Buyers
- 5
- Sellers
- 5
Breadth 0 among 93 comparable managers.
JPMorgan Chase & Co
- Holders
- 37
- Reported value
- $52.6bn
- Buyers
- 15
- Sellers
- 21
Breadth -6 among 93 comparable managers.
Who holds both, Q1 2024
Both (7)
Arrowstreet Capital LP, Citadel Advisors LLC, Harris Associates LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Moore Capital Management LP, Squarepoint Ops LLC
Only ALLY (2)
Only JPM (30)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, and 5 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.