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UBS · 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.

UBSJPM
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.
  • UBS
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterUBSJPM
Q3 20208 holders, $3.5bn35 holders, $33.0bn
Q4 20207 holders, $4.0bn32 holders, $45.6bn
Q1 20218 holders, $4.4bn32 holders, $49.9bn
Q2 20215 holders, $4.2bn31 holders, $48.4bn
Q3 20216 holders, $4.5bn31 holders, $48.9bn
Q4 20219 holders, $5.4bn34 holders, $46.1bn
Q1 20229 holders, $7.7bn35 holders, $37.9bn
Q2 202210 holders, $6.1bn37 holders, $30.9bn
Q3 202210 holders, $5.4bn41 holders, $26.8bn
Q4 202211 holders, $7.0bn33 holders, $80.3bn
Q1 20239 holders, $7.1bn34 holders, $33.4bn
Q2 202311 holders, $7.1bn34 holders, $38.7bn
Q3 202311 holders, $8.8bn32 holders, $39.4bn
Q4 202310 holders, $10.1bn30 holders, $45.0bn
Q1 202410 holders, $10.0bn37 holders, $52.6bn
Q2 202410 holders, $9.5bn36 holders, $52.8bn
Q3 202410 holders, $9.0bn29 holders, $50.1bn
Q4 202410 holders, $8.9bn30 holders, $55.8bn
Q1 202510 holders, $8.9bn35 holders, $51.3bn
Q2 202512 holders, $8.2bn38 holders, $59.8bn
Q3 202514 holders, $13.3bn36 holders, $63.3bn
Q4 202514 holders, $14.4bn36 holders, $57.9bn
Q1 202612 holders, $10.2bn39 holders, $51.7bn
Q2 202613 holders, $13.2bn43 holders, $54.6bn
UBS

UBS Group AG

Holders
10
Reported value
$9.5bn
Buyers
5
Sellers
5

Breadth 0 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
JPM

JPMorgan Chase & Co

Holders
36
Reported value
$52.8bn
Buyers
20
Sellers
19

Breadth +1 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q2 2024

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only UBS (1)

Quantbot Technologies LP

Only JPM (27)

AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Element Capital Management LLC, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Rokos Capital Management LLP, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, and 2 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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