Holders over time
- JPM
- BAC
| Quarter | JPM | BAC |
|---|---|---|
| Q3 2020 | 35 holders, $33.0bn | 33 holders, $48.3bn |
| Q4 2020 | 32 holders, $45.6bn | 36 holders, $60.7bn |
| Q1 2021 | 32 holders, $49.9bn | 33 holders, $77.6bn |
| Q2 2021 | 31 holders, $48.4bn | 30 holders, $83.1bn |
| Q3 2021 | 31 holders, $48.9bn | 28 holders, $81.4bn |
| Q4 2021 | 34 holders, $46.1bn | 30 holders, $82.8bn |
| Q1 2022 | 35 holders, $37.9bn | 39 holders, $74.0bn |
| Q2 2022 | 37 holders, $30.9bn | 40 holders, $54.7bn |
| Q3 2022 | 41 holders, $26.8bn | 36 holders, $53.0bn |
| Q4 2022 | 33 holders, $80.3bn | 33 holders, $59.0bn |
| Q1 2023 | 34 holders, $33.4bn | 32 holders, $50.5bn |
| Q2 2023 | 34 holders, $38.7bn | 37 holders, $49.0bn |
| Q3 2023 | 32 holders, $39.4bn | 36 holders, $46.0bn |
| Q4 2023 | 30 holders, $45.0bn | 34 holders, $56.6bn |
| Q1 2024 | 37 holders, $52.6bn | 35 holders, $64.4bn |
| Q2 2024 | 36 holders, $52.8bn | 35 holders, $68.9bn |
| Q3 2024 | 29 holders, $50.1bn | 43 holders, $60.8bn |
| Q4 2024 | 30 holders, $55.8bn | 43 holders, $63.8bn |
| Q1 2025 | 35 holders, $51.3bn | 40 holders, $59.8bn |
| Q2 2025 | 38 holders, $59.8bn | 44 holders, $67.4bn |
| Q3 2025 | 36 holders, $63.3bn | 44 holders, $72.1bn |
| Q4 2025 | 36 holders, $57.9bn | 41 holders, $68.5bn |
| Q1 2026 | 39 holders, $51.7bn | 39 holders, $59.5bn |
| Q2 2026 | 43 holders, $54.6bn | 37 holders, $64.8bn |
JPMorgan Chase & Co
- Holders
- 29
- Reported value
- $50.1bn
- Buyers
- 11
- Sellers
- 21
Breadth -10 among 94 comparable managers.
Bank of Amer Corp
- Holders
- 43
- Reported value
- $60.8bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 94 comparable managers.
Who holds both, Q3 2024
Both (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd
Only JPM (4)
Eisler Capital Management Ltd, Markel Group Inc, Soros Fund Management LLC, Susquehanna International Group LLP
Only BAC (18)
Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Citadel Advisors LLC, D1 Capital Partners LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC
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.