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ITUB · 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.

ITUBJPM
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.
  • ITUB
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterITUBJPM
Q3 20204 holders, $289m35 holders, $33.0bn
Q4 20206 holders, $499m32 holders, $45.6bn
Q1 20214 holders, $423m32 holders, $49.9bn
Q2 20214 holders, $588m31 holders, $48.4bn
Q3 20215 holders, $511m31 holders, $48.9bn
Q4 20214 holders, $255m34 holders, $46.1bn
Q1 20227 holders, $641m35 holders, $37.9bn
Q2 20225 holders, $328m37 holders, $30.9bn
Q3 20226 holders, $395m41 holders, $26.8bn
Q4 20228 holders, $369m33 holders, $80.3bn
Q1 20236 holders, $264m34 holders, $33.4bn
Q2 20238 holders, $305m34 holders, $38.7bn
Q3 20239 holders, $293m32 holders, $39.4bn
Q4 202312 holders, $503m30 holders, $45.0bn
Q1 20248 holders, $559m37 holders, $52.6bn
Q2 202414 holders, $876m36 holders, $52.8bn
Q3 202414 holders, $756m29 holders, $50.1bn
Q4 202412 holders, $721m30 holders, $55.8bn
Q1 202511 holders, $914m35 holders, $51.3bn
Q2 202511 holders, $1.7bn38 holders, $59.8bn
Q3 202512 holders, $1.8bn36 holders, $63.3bn
Q4 202513 holders, $1.9bn36 holders, $57.9bn
Q1 202614 holders, $2.2bn39 holders, $51.7bn
Q2 202610 holders, $1.8bn43 holders, $54.6bn
ITUB

Itau Unibanco HLDG SA

Holders
14
Reported value
$756m
Buyers
12
Sellers
1

Breadth +11 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
JPM

JPMorgan Chase & Co

Holders
29
Reported value
$50.1bn
Buyers
11
Sellers
21

Breadth -10 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q3 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 ITUB (8)

Baillie Gifford & Co, First Eagle Investment Management LLC, Marshall Wace LLP, Oaktree Capital Management LP, Quantbot Technologies LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC

Only JPM (23)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, 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.

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