Holders over time
- RY
- JPM
| Quarter | RY | JPM |
|---|---|---|
| Q3 2020 | 15 holders, $1.6bn | 35 holders, $33.0bn |
| Q4 2020 | 17 holders, $2.3bn | 32 holders, $45.6bn |
| Q1 2021 | 12 holders, $3.2bn | 32 holders, $49.9bn |
| Q2 2021 | 13 holders, $3.3bn | 31 holders, $48.4bn |
| Q3 2021 | 12 holders, $3.0bn | 31 holders, $48.9bn |
| Q4 2021 | 12 holders, $3.4bn | 34 holders, $46.1bn |
| Q1 2022 | 9 holders, $5.0bn | 35 holders, $37.9bn |
| Q2 2022 | 9 holders, $4.2bn | 37 holders, $30.9bn |
| Q3 2022 | 8 holders, $3.6bn | 41 holders, $26.8bn |
| Q4 2022 | 8 holders, $3.3bn | 33 holders, $80.3bn |
| Q1 2023 | 8 holders, $3.4bn | 34 holders, $33.4bn |
| Q2 2023 | 10 holders, $3.2bn | 34 holders, $38.7bn |
| Q3 2023 | 12 holders, $2.9bn | 32 holders, $39.4bn |
| Q4 2023 | 13 holders, $3.5bn | 30 holders, $45.0bn |
| Q1 2024 | 9 holders, $3.7bn | 37 holders, $52.6bn |
| Q2 2024 | 12 holders, $4.2bn | 36 holders, $52.8bn |
| Q3 2024 | 9 holders, $5.5bn | 29 holders, $50.1bn |
| Q4 2024 | 12 holders, $5.0bn | 30 holders, $55.8bn |
| Q1 2025 | 13 holders, $3.8bn | 35 holders, $51.3bn |
| Q2 2025 | 10 holders, $3.7bn | 38 holders, $59.8bn |
| Q3 2025 | 12 holders, $4.1bn | 36 holders, $63.3bn |
| Q4 2025 | 16 holders, $4.8bn | 36 holders, $57.9bn |
| Q1 2026 | 15 holders, $4.5bn | 39 holders, $51.7bn |
| Q2 2026 | 15 holders, $6.8bn | 43 holders, $54.6bn |
Royal BK Cda
- Holders
- 9
- Reported value
- $3.7bn
- Buyers
- 6
- Sellers
- 6
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)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, MFS Investment Management, Wellington Management Group LLP
Only JPM (30)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, 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, 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.