Holders over time
- ALLY
- JPM
| Quarter | ALLY | JPM |
|---|---|---|
| Q3 2020 | 16 holders, $2.3bn | 35 holders, $33.0bn |
| Q4 2020 | 15 holders, $2.4bn | 32 holders, $45.6bn |
| Q1 2021 | 20 holders, $2.8bn | 32 holders, $49.9bn |
| Q2 2021 | 20 holders, $2.9bn | 31 holders, $48.4bn |
| Q3 2021 | 24 holders, $3.1bn | 31 holders, $48.9bn |
| Q4 2021 | 19 holders, $2.8bn | 34 holders, $46.1bn |
| Q1 2022 | 16 holders, $3.0bn | 35 holders, $37.9bn |
| Q2 2022 | 18 holders, $2.9bn | 37 holders, $30.9bn |
| Q3 2022 | 19 holders, $2.3bn | 41 holders, $26.8bn |
| Q4 2022 | 15 holders, $2.2bn | 33 holders, $80.3bn |
| Q1 2023 | 19 holders, $2.2bn | 34 holders, $33.4bn |
| Q2 2023 | 14 holders, $2.1bn | 34 holders, $38.7bn |
| Q3 2023 | 10 holders, $1.8bn | 32 holders, $39.4bn |
| Q4 2023 | 11 holders, $2.4bn | 30 holders, $45.0bn |
| Q1 2024 | 9 holders, $2.8bn | 37 holders, $52.6bn |
| Q2 2024 | 11 holders, $2.6bn | 36 holders, $52.8bn |
| Q3 2024 | 16 holders, $2.5bn | 29 holders, $50.1bn |
| Q4 2024 | 14 holders, $2.3bn | 30 holders, $55.8bn |
| Q1 2025 | 21 holders, $2.9bn | 35 holders, $51.3bn |
| Q2 2025 | 25 holders, $3.4bn | 38 holders, $59.8bn |
| Q3 2025 | 20 holders, $3.3bn | 36 holders, $63.3bn |
| Q4 2025 | 20 holders, $4.1bn | 36 holders, $57.9bn |
| Q1 2026 | 15 holders, $3.4bn | 39 holders, $51.7bn |
| Q2 2026 | 16 holders, $3.8bn | 43 holders, $54.6bn |
Ally Finl Inc
- Holders
- 11
- Reported value
- $2.6bn
- Buyers
- 6
- Sellers
- 3
Breadth +3 among 94 comparable managers.
JPMorgan Chase & Co
- Holders
- 36
- Reported value
- $52.8bn
- Buyers
- 20
- Sellers
- 19
Breadth +1 among 94 comparable managers.
Who holds both, Q2 2024
Both (5)
Arrowstreet Capital LP, Caxton Associates LLP, Harris Associates LP, Holocene Advisors LP, Moore Capital Management LP
Only ALLY (6)
Balyasny Asset Management LLC, Berkshire Hathaway Inc, Hudson Bay Capital Management LP, Marshall Wace LLP, Maverick Capital Ltd, Schonfeld Strategic Advisors LLC
Only JPM (31)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, and 6 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.