Holders over time
- EWBC
- JPM
| Quarter | EWBC | JPM |
|---|---|---|
| Q3 2020 | 5 holders, $127m | 35 holders, $33.0bn |
| Q4 2020 | 10 holders, $547m | 32 holders, $45.6bn |
| Q1 2021 | 10 holders, $1.0bn | 32 holders, $49.9bn |
| Q2 2021 | 10 holders, $1.0bn | 31 holders, $48.4bn |
| Q3 2021 | 14 holders, $1.1bn | 31 holders, $48.9bn |
| Q4 2021 | 11 holders, $939m | 34 holders, $46.1bn |
| Q1 2022 | 16 holders, $1.1bn | 35 holders, $37.9bn |
| Q2 2022 | 12 holders, $881m | 37 holders, $30.9bn |
| Q3 2022 | 9 holders, $865m | 41 holders, $26.8bn |
| Q4 2022 | 15 holders, $773m | 33 holders, $80.3bn |
| Q1 2023 | 10 holders, $701m | 34 holders, $33.4bn |
| Q2 2023 | 12 holders, $968m | 34 holders, $38.7bn |
| Q3 2023 | 12 holders, $1.0bn | 32 holders, $39.4bn |
| Q4 2023 | 9 holders, $1.4bn | 30 holders, $45.0bn |
| Q1 2024 | 6 holders, $1.5bn | 37 holders, $52.6bn |
| Q2 2024 | 6 holders, $1.3bn | 36 holders, $52.8bn |
| Q3 2024 | 6 holders, $1.5bn | 29 holders, $50.1bn |
| Q4 2024 | 7 holders, $1.8bn | 30 holders, $55.8bn |
| Q1 2025 | 6 holders, $1.7bn | 35 holders, $51.3bn |
| Q2 2025 | 7 holders, $2.3bn | 38 holders, $59.8bn |
| Q3 2025 | 6 holders, $2.3bn | 36 holders, $63.3bn |
| Q4 2025 | 9 holders, $2.5bn | 36 holders, $57.9bn |
| Q1 2026 | 11 holders, $2.8bn | 39 holders, $51.7bn |
| Q2 2026 | 10 holders, $3.4bn | 43 holders, $54.6bn |
East West Bancorp Inc
- Holders
- 6
- Reported value
- $1.5bn
- Buyers
- 2
- Sellers
- 4
Breadth -2 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 (6)
AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Fidelity (FMR LLC), MFS Investment Management, T. Rowe Price Associates Inc
Only EWBC (0)
None.
Only JPM (31)
Acadian Asset Management LLC, AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, 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, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, and 6 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.