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TFC · 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.

TFCJPM
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.
  • TFC
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterTFCJPM
Q3 202012 holders, $5.2bn35 holders, $33.0bn
Q4 202018 holders, $5.4bn32 holders, $45.6bn
Q1 202117 holders, $6.3bn32 holders, $49.9bn
Q2 202121 holders, $5.6bn31 holders, $48.4bn
Q3 202114 holders, $5.6bn31 holders, $48.9bn
Q4 202113 holders, $5.7bn34 holders, $46.1bn
Q1 202214 holders, $5.5bn35 holders, $37.9bn
Q2 202221 holders, $5.0bn37 holders, $30.9bn
Q3 202217 holders, $4.5bn41 holders, $26.8bn
Q4 202223 holders, $4.6bn33 holders, $80.3bn
Q1 202321 holders, $4.0bn34 holders, $33.4bn
Q2 202317 holders, $3.7bn34 holders, $38.7bn
Q3 202324 holders, $4.0bn32 holders, $39.4bn
Q4 202323 holders, $5.0bn30 holders, $45.0bn
Q1 202423 holders, $4.6bn37 holders, $52.6bn
Q2 202414 holders, $3.8bn36 holders, $52.8bn
Q3 202421 holders, $3.0bn29 holders, $50.1bn
Q4 202417 holders, $1.4bn30 holders, $55.8bn
Q1 202520 holders, $1.9bn35 holders, $51.3bn
Q2 202521 holders, $2.1bn38 holders, $59.8bn
Q3 202522 holders, $2.8bn36 holders, $63.3bn
Q4 202518 holders, $2.9bn36 holders, $57.9bn
Q1 202619 holders, $3.1bn39 holders, $51.7bn
Q2 202616 holders, $2.3bn43 holders, $54.6bn
TFC

Truist Finl Corp

Holders
23
Reported value
$4.6bn
Buyers
12
Sellers
11

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

Only TFC (7)

Bridgewater Associates LP, First Eagle Investment Management LLC, Holocene Advisors LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC

Only JPM (21)

Acadian Asset Management LLC, AllianceBernstein LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Wellington Management Group LLP

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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