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STT · 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.
  • STT
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterSTTJPM
Q3 202014 holders, $4.7bn35 holders, $33.0bn
Q4 202015 holders, $5.5bn32 holders, $45.6bn
Q1 202116 holders, $5.5bn32 holders, $49.9bn
Q2 202118 holders, $5.4bn31 holders, $48.4bn
Q3 202124 holders, $6.3bn31 holders, $48.9bn
Q4 202115 holders, $7.0bn34 holders, $46.1bn
Q1 202215 holders, $6.8bn35 holders, $37.9bn
Q2 202221 holders, $4.5bn37 holders, $30.9bn
Q3 202220 holders, $4.3bn41 holders, $26.8bn
Q4 202219 holders, $4.7bn33 holders, $80.3bn
Q1 202316 holders, $4.2bn34 holders, $33.4bn
Q2 202316 holders, $4.0bn34 holders, $38.7bn
Q3 202316 holders, $2.9bn32 holders, $39.4bn
Q4 202316 holders, $3.2bn30 holders, $45.0bn
Q1 202429 holders, $3.5bn37 holders, $52.6bn
Q2 202428 holders, $3.0bn36 holders, $52.8bn
Q3 202421 holders, $3.5bn29 holders, $50.1bn
Q4 202422 holders, $4.0bn30 holders, $55.8bn
Q1 202522 holders, $3.8bn35 holders, $51.3bn
Q2 202518 holders, $4.9bn38 holders, $59.8bn
Q3 202518 holders, $5.4bn36 holders, $63.3bn
Q4 202519 holders, $5.5bn36 holders, $57.9bn
Q1 202622 holders, $4.7bn39 holders, $51.7bn
Q2 202620 holders, $6.0bn43 holders, $54.6bn
STT

State STR Corp

Holders
28
Reported value
$3.0bn
Buyers
14
Sellers
14

Breadth 0 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 48 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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