L3VLUP

BAC · 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.
  • BAC
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterBACJPM
Q3 202033 holders, $48.3bn35 holders, $33.0bn
Q4 202036 holders, $60.7bn32 holders, $45.6bn
Q1 202133 holders, $77.6bn32 holders, $49.9bn
Q2 202130 holders, $83.1bn31 holders, $48.4bn
Q3 202128 holders, $81.4bn31 holders, $48.9bn
Q4 202130 holders, $82.8bn34 holders, $46.1bn
Q1 202239 holders, $74.0bn35 holders, $37.9bn
Q2 202240 holders, $54.7bn37 holders, $30.9bn
Q3 202236 holders, $53.0bn41 holders, $26.8bn
Q4 202233 holders, $59.0bn33 holders, $80.3bn
Q1 202332 holders, $50.5bn34 holders, $33.4bn
Q2 202337 holders, $49.0bn34 holders, $38.7bn
Q3 202336 holders, $46.0bn32 holders, $39.4bn
Q4 202334 holders, $56.6bn30 holders, $45.0bn
Q1 202435 holders, $64.4bn37 holders, $52.6bn
Q2 202435 holders, $68.9bn36 holders, $52.8bn
Q3 202443 holders, $60.8bn29 holders, $50.1bn
Q4 202443 holders, $63.8bn30 holders, $55.8bn
Q1 202540 holders, $59.8bn35 holders, $51.3bn
Q2 202544 holders, $67.4bn38 holders, $59.8bn
Q3 202544 holders, $72.1bn36 holders, $63.3bn
Q4 202541 holders, $68.5bn36 holders, $57.9bn
Q1 202639 holders, $59.5bn39 holders, $51.7bn
Q2 202637 holders, $64.8bn43 holders, $54.6bn
BAC

Bank of Amer Corp

Holders
43
Reported value
$63.8bn
Buyers
29
Sellers
17

Breadth +12 among 94 comparable managers.

JPM

JPMorgan Chase & Co

Holders
30
Reported value
$55.8bn
Buyers
14
Sellers
18

Breadth -4 among 94 comparable managers.

Who holds both, Q4 2024

Among the 46 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.

Back to the 13F Explorer →