Holders over time
- FHN
- JPM
| Quarter | FHN | JPM |
|---|---|---|
| Q3 2020 | 7 holders, $604m | 35 holders, $33.0bn |
| Q4 2020 | 9 holders, $791m | 32 holders, $45.6bn |
| Q1 2021 | 7 holders, $842m | 32 holders, $49.9bn |
| Q2 2021 | 5 holders, $727m | 31 holders, $48.4bn |
| Q3 2021 | 5 holders, $598m | 31 holders, $48.9bn |
| Q4 2021 | 6 holders, $165m | 34 holders, $46.1bn |
| Q1 2022 | 7 holders, $115m | 35 holders, $37.9bn |
| Q2 2022 | 13 holders, $607m | 37 holders, $30.9bn |
| Q3 2022 | 16 holders, $527m | 41 holders, $26.8bn |
| Q4 2022 | 13 holders, $608m | 33 holders, $80.3bn |
| Q1 2023 | 8 holders, $352m | 34 holders, $33.4bn |
| Q2 2023 | 12 holders, $690m | 34 holders, $38.7bn |
| Q3 2023 | 17 holders, $663m | 32 holders, $39.4bn |
| Q4 2023 | 16 holders, $844m | 30 holders, $45.0bn |
| Q1 2024 | 14 holders, $619m | 37 holders, $52.6bn |
| Q2 2024 | 14 holders, $571m | 36 holders, $52.8bn |
| Q3 2024 | 10 holders, $367m | 29 holders, $50.1bn |
| Q4 2024 | 14 holders, $932m | 30 holders, $55.8bn |
| Q1 2025 | 10 holders, $651m | 35 holders, $51.3bn |
| Q2 2025 | 10 holders, $716m | 38 holders, $59.8bn |
| Q3 2025 | 16 holders, $826m | 36 holders, $63.3bn |
| Q4 2025 | 16 holders, $677m | 36 holders, $57.9bn |
| Q1 2026 | 13 holders, $589m | 39 holders, $51.7bn |
| Q2 2026 | 15 holders, $717m | 43 holders, $54.6bn |
First Horizon Corporation
- Holders
- 14
- Reported value
- $619m
- Buyers
- 5
- Sellers
- 8
Breadth -3 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 (10)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, D. E. Shaw & Co., GAMCO Investors Inc, Hudson Bay Capital Management LP, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP
Only FHN (4)
PDT Partners LLC, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Voloridge Investment Management LLC
Only JPM (27)
Acadian Asset Management LLC, AllianceBernstein LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, and 2 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.