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JPM · BAC 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.

JPMBAC
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.
  • JPM
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterJPMBAC
Q3 202035 holders, $33.0bn33 holders, $48.3bn
Q4 202032 holders, $45.6bn36 holders, $60.7bn
Q1 202132 holders, $49.9bn33 holders, $77.6bn
Q2 202131 holders, $48.4bn30 holders, $83.1bn
Q3 202131 holders, $48.9bn28 holders, $81.4bn
Q4 202134 holders, $46.1bn30 holders, $82.8bn
Q1 202235 holders, $37.9bn39 holders, $74.0bn
Q2 202237 holders, $30.9bn40 holders, $54.7bn
Q3 202241 holders, $26.8bn36 holders, $53.0bn
Q4 202233 holders, $80.3bn33 holders, $59.0bn
Q1 202334 holders, $33.4bn32 holders, $50.5bn
Q2 202334 holders, $38.7bn37 holders, $49.0bn
Q3 202332 holders, $39.4bn36 holders, $46.0bn
Q4 202330 holders, $45.0bn34 holders, $56.6bn
Q1 202437 holders, $52.6bn35 holders, $64.4bn
Q2 202436 holders, $52.8bn35 holders, $68.9bn
Q3 202429 holders, $50.1bn43 holders, $60.8bn
Q4 202430 holders, $55.8bn43 holders, $63.8bn
Q1 202535 holders, $51.3bn40 holders, $59.8bn
Q2 202538 holders, $59.8bn44 holders, $67.4bn
Q3 202536 holders, $63.3bn44 holders, $72.1bn
Q4 202536 holders, $57.9bn41 holders, $68.5bn
Q1 202639 holders, $51.7bn39 holders, $59.5bn
Q2 202643 holders, $54.6bn37 holders, $64.8bn
JPM

JPMorgan Chase & Co

Holders
30
Reported value
$55.8bn
Buyers
14
Sellers
18

Breadth -4 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
43
Reported value
$63.8bn
Buyers
29
Sellers
17

Breadth +12 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

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.

Only JPM (3)

Discovery Capital Management LLC, Markel Group Inc, Squarepoint Ops LLC

Only BAC (16)

Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, 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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