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MTB · 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.

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.
  • MTB
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterMTBJPM
Q3 202021 holders, $2.1bn35 holders, $33.0bn
Q4 202015 holders, $2.8bn32 holders, $45.6bn
Q1 202113 holders, $3.4bn32 holders, $49.9bn
Q2 202115 holders, $3.2bn31 holders, $48.4bn
Q3 202118 holders, $3.6bn31 holders, $48.9bn
Q4 202115 holders, $3.6bn34 holders, $46.1bn
Q1 202211 holders, $5.1bn35 holders, $37.9bn
Q2 202215 holders, $5.3bn37 holders, $30.9bn
Q3 202217 holders, $6.1bn41 holders, $26.8bn
Q4 202220 holders, $10.8bn33 holders, $80.3bn
Q1 202314 holders, $3.7bn34 holders, $33.4bn
Q2 202314 holders, $3.8bn34 holders, $38.7bn
Q3 20237 holders, $3.8bn32 holders, $39.4bn
Q4 202312 holders, $3.9bn30 holders, $45.0bn
Q1 202410 holders, $4.2bn37 holders, $52.6bn
Q2 202412 holders, $4.5bn36 holders, $52.8bn
Q3 202411 holders, $5.3bn29 holders, $50.1bn
Q4 202411 holders, $5.2bn30 holders, $55.8bn
Q1 202519 holders, $5.4bn35 holders, $51.3bn
Q2 202516 holders, $5.5bn38 holders, $59.8bn
Q3 202511 holders, $5.6bn36 holders, $63.3bn
Q4 202511 holders, $6.1bn36 holders, $57.9bn
Q1 202610 holders, $6.1bn39 holders, $51.7bn
Q2 202613 holders, $7.0bn43 holders, $54.6bn
MTB

M & T BK Corp

Holders
12
Reported value
$4.5bn
Buyers
8
Sellers
4

Breadth +4 among 94 comparable managers.

JPM

JPMorgan Chase & Co

Holders
36
Reported value
$52.8bn
Buyers
20
Sellers
19

Breadth +1 among 94 comparable managers.

Who holds both, Q2 2024

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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