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CUBI · 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.

CUBIJPM
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.
  • CUBI
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterCUBIJPM
Q3 2020none listed holders, n.a.35 holders, $33.0bn
Q4 2020none listed holders, n.a.32 holders, $45.6bn
Q1 20211 holders, $595k32 holders, $49.9bn
Q2 20211 holders, $729k31 holders, $48.4bn
Q3 20212 holders, $2.4m31 holders, $48.9bn
Q4 2021none listed holders, n.a.34 holders, $46.1bn
Q1 2022none listed holders, n.a.35 holders, $37.9bn
Q2 20222 holders, $11m37 holders, $30.9bn
Q3 2022none listed holders, n.a.41 holders, $26.8bn
Q4 2022none listed holders, n.a.33 holders, $80.3bn
Q1 2023none listed holders, n.a.34 holders, $33.4bn
Q2 2023none listed holders, n.a.34 holders, $38.7bn
Q3 20232 holders, $1.3m32 holders, $39.4bn
Q4 20231 holders, $368k30 holders, $45.0bn
Q1 20241 holders, $952k37 holders, $52.6bn
Q2 20243 holders, $157m36 holders, $52.8bn
Q3 20243 holders, $135m29 holders, $50.1bn
Q4 20244 holders, $135m30 holders, $55.8bn
Q1 20254 holders, $185m35 holders, $51.3bn
Q2 20252 holders, $223m38 holders, $59.8bn
Q3 20255 holders, $259m36 holders, $63.3bn
Q4 20253 holders, $259m36 holders, $57.9bn
Q1 20263 holders, $273m39 holders, $51.7bn
Q2 20263 holders, $323m43 holders, $54.6bn
CUBI

Customers Bancorp Inc

Holders
1
Reported value
$952k
Buyers
1
Sellers
0

Breadth +1 among 93 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
JPM

JPMorgan Chase & Co

Holders
37
Reported value
$52.6bn
Buyers
15
Sellers
21

Breadth -6 among 93 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q1 2024

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CUBI (0)

None.

Only JPM (36)

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, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, and 11 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.

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