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
- $1.7bn
- Buyers
- 4
- Sellers
- 6
Breadth -2 among 94 comparable managers.
JPMorgan Chase & Co
- Holders
- 30
- Reported value
- $55.8bn
- Buyers
- 14
- Sellers
- 18
Breadth -4 among 94 comparable managers.
Who holds both, Q4 2024
Both (6)
Acadian Asset Management LLC, Arrowstreet Capital LP, Invesco Ltd, Man Group PLC, Millennium Management LLC, T. Rowe Price Associates Inc
Only IBN (4)
Artisan Partners LP, Baillie Gifford & Co, Egerton Capital UK LLP, Voloridge Investment Management LLC
Only JPM (24)
AllianceBernstein LP, AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Viking Global Investors LP, Wellington Management Group LLP, Woodline Partners LP
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.