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ZION · 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.

ZIONJPM
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.
  • ZION
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterZIONJPM
Q3 202012 holders, $611m35 holders, $33.0bn
Q4 20209 holders, $1.1bn32 holders, $45.6bn
Q1 20219 holders, $1.4bn32 holders, $49.9bn
Q2 20218 holders, $1.3bn31 holders, $48.4bn
Q3 20217 holders, $1.4bn31 holders, $48.9bn
Q4 20218 holders, $1.2bn34 holders, $46.1bn
Q1 202212 holders, $1.3bn35 holders, $37.9bn
Q2 202214 holders, $873m37 holders, $30.9bn
Q3 202210 holders, $786m41 holders, $26.8bn
Q4 202213 holders, $657m33 holders, $80.3bn
Q1 202311 holders, $291m34 holders, $33.4bn
Q2 20238 holders, $207m34 holders, $38.7bn
Q3 202311 holders, $347m32 holders, $39.4bn
Q4 20238 holders, $308m30 holders, $45.0bn
Q1 202414 holders, $490m37 holders, $52.6bn
Q2 202411 holders, $502m36 holders, $52.8bn
Q3 202410 holders, $490m29 holders, $50.1bn
Q4 202412 holders, $659m30 holders, $55.8bn
Q1 202513 holders, $636m35 holders, $51.3bn
Q2 202512 holders, $507m38 holders, $59.8bn
Q3 202512 holders, $740m36 holders, $63.3bn
Q4 202513 holders, $533m36 holders, $57.9bn
Q1 202611 holders, $568m39 holders, $51.7bn
Q2 202614 holders, $780m43 holders, $54.6bn
ZION

Zions Bancorporation Natl AS

Holders
14
Reported value
$490m
Buyers
12
Sellers
2

Breadth +10 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 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ZION (5)

PDT Partners LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Voloridge Investment Management LLC

Only JPM (28)

Acadian Asset Management LLC, Balyasny Asset Management LLC, 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, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, and 3 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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