Holders over time
- MCB
- JPM
| Quarter | MCB | JPM |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 35 holders, $33.0bn |
| Q4 2020 | none listed holders, n.a. | 32 holders, $45.6bn |
| Q1 2021 | none listed holders, n.a. | 32 holders, $49.9bn |
| Q2 2021 | 2 holders, $8.6m | 31 holders, $48.4bn |
| Q3 2021 | 1 holders, $7.3m | 31 holders, $48.9bn |
| Q4 2021 | 3 holders, $12m | 34 holders, $46.1bn |
| Q1 2022 | 3 holders, $16m | 35 holders, $37.9bn |
| Q2 2022 | 1 holders, $8.6m | 37 holders, $30.9bn |
| Q3 2022 | 1 holders, $13m | 41 holders, $26.8bn |
| Q4 2022 | 1 holders, $11m | 33 holders, $80.3bn |
| Q1 2023 | 1 holders, $5.2m | 34 holders, $33.4bn |
| Q2 2023 | 2 holders, $4.1m | 34 holders, $38.7bn |
| Q3 2023 | 1 holders, $284k | 32 holders, $39.4bn |
| Q4 2023 | 2 holders, $7.0m | 30 holders, $45.0bn |
| Q1 2024 | 1 holders, $550k | 37 holders, $52.6bn |
| Q2 2024 | none listed holders, n.a. | 36 holders, $52.8bn |
| Q3 2024 | 1 holders, $745k | 29 holders, $50.1bn |
| Q4 2024 | 2 holders, $12m | 30 holders, $55.8bn |
| Q1 2025 | 2 holders, $11m | 35 holders, $51.3bn |
| Q2 2025 | none listed holders, n.a. | 38 holders, $59.8bn |
| Q3 2025 | none listed holders, n.a. | 36 holders, $63.3bn |
| Q4 2025 | none listed holders, n.a. | 36 holders, $57.9bn |
| Q1 2026 | 1 holders, $6.2m | 39 holders, $51.7bn |
| Q2 2026 | 1 holders, $4.9m | 43 holders, $54.6bn |
Metropolitan BK HLDG Corp
- Holders
- 0
- Reported value
- $0
- Buyers
- n.a.
- Sellers
- n.a.
No cross-section for this quarter.
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 (0)
No tracked manager lists every one of them.
Only MCB (0)
None.
Only JPM (36)
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, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 11 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.