Holders over time
- IBN
- JPM
| Quarter | IBN | JPM |
|---|---|---|
| Q3 2020 | 8 holders, $1.3bn | 35 holders, $33.0bn |
| Q4 2020 | 9 holders, $1.4bn | 32 holders, $45.6bn |
| Q1 2021 | 11 holders, $2.1bn | 32 holders, $49.9bn |
| Q2 2021 | 11 holders, $2.6bn | 31 holders, $48.4bn |
| Q3 2021 | 13 holders, $2.9bn | 31 holders, $48.9bn |
| Q4 2021 | 12 holders, $1.4bn | 34 holders, $46.1bn |
| Q1 2022 | 12 holders, $1.3bn | 35 holders, $37.9bn |
| Q2 2022 | 12 holders, $915m | 37 holders, $30.9bn |
| Q3 2022 | 15 holders, $1.6bn | 41 holders, $26.8bn |
| Q4 2022 | 16 holders, $1.8bn | 33 holders, $80.3bn |
| Q1 2023 | 17 holders, $1.7bn | 34 holders, $33.4bn |
| Q2 2023 | 18 holders, $1.8bn | 34 holders, $38.7bn |
| Q3 2023 | 16 holders, $1.8bn | 32 holders, $39.4bn |
| Q4 2023 | 15 holders, $1.8bn | 30 holders, $45.0bn |
| Q1 2024 | 15 holders, $1.7bn | 37 holders, $52.6bn |
| Q2 2024 | 14 holders, $1.7bn | 36 holders, $52.8bn |
| Q3 2024 | 10 holders, $1.5bn | 29 holders, $50.1bn |
| Q4 2024 | 10 holders, $1.7bn | 30 holders, $55.8bn |
| Q1 2025 | 12 holders, $1.8bn | 35 holders, $51.3bn |
| Q2 2025 | 15 holders, $2.2bn | 38 holders, $59.8bn |
| Q3 2025 | 11 holders, $1.7bn | 36 holders, $63.3bn |
| Q4 2025 | 17 holders, $2.2bn | 36 holders, $57.9bn |
| Q1 2026 | 16 holders, $1.7bn | 39 holders, $51.7bn |
| Q2 2026 | 12 holders, $1.5bn | 43 holders, $54.6bn |
Icici BK LTD
- Holders
- 10
- Reported value
- $1.5bn
- Buyers
- 6
- Sellers
- 4
Breadth +2 among 94 comparable managers.
JPMorgan Chase & Co
- Holders
- 29
- Reported value
- $50.1bn
- Buyers
- 11
- Sellers
- 21
Breadth -10 among 94 comparable managers.
Who holds both, Q3 2024
Both (5)
Acadian Asset Management LLC, Capital World Investors, Invesco Ltd, Man Group PLC, T. Rowe Price Associates Inc
Only IBN (5)
Artisan Partners LP, Baillie Gifford & Co, Egerton Capital UK LLP, Millennium Management LLC, Voloridge Investment Management LLC
Only JPM (24)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Tudor Investment Corp, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd
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.