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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.

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
12
Reported value
$721m
Buyers
7
Sellers
7

Breadth 0 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 37 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.

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