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HWC · 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.

HWCJPM
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.
  • HWC
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterHWCJPM
Q3 20202 holders, $13m35 holders, $33.0bn
Q4 20204 holders, $23m32 holders, $45.6bn
Q1 20212 holders, $27m32 holders, $49.9bn
Q2 20214 holders, $57m31 holders, $48.4bn
Q3 20214 holders, $63m31 holders, $48.9bn
Q4 20214 holders, $75m34 holders, $46.1bn
Q1 20224 holders, $52m35 holders, $37.9bn
Q2 20225 holders, $124m37 holders, $30.9bn
Q3 20224 holders, $103m41 holders, $26.8bn
Q4 20223 holders, $54m33 holders, $80.3bn
Q1 20232 holders, $32m34 holders, $33.4bn
Q2 20231 holders, $40m34 holders, $38.7bn
Q3 20231 holders, $26m32 holders, $39.4bn
Q4 20233 holders, $57m30 holders, $45.0bn
Q1 20244 holders, $77m37 holders, $52.6bn
Q2 20242 holders, $64m36 holders, $52.8bn
Q3 20245 holders, $81m29 holders, $50.1bn
Q4 20245 holders, $101m30 holders, $55.8bn
Q1 20254 holders, $277m35 holders, $51.3bn
Q2 20254 holders, $298m38 holders, $59.8bn
Q3 20252 holders, $66m36 holders, $63.3bn
Q4 20252 holders, $61m36 holders, $57.9bn
Q1 20263 holders, $22m39 holders, $51.7bn
Q2 20263 holders, $25m43 holders, $54.6bn
HWC

Hancock HLDG Co

Holders
4
Reported value
$77m
Buyers
4
Sellers
0

Breadth +4 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 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HWC (1)

Quantbot Technologies LP

Only JPM (34)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, 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, Moore Capital Management LP, Neuberger Berman Group LLC, and 9 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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