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RF · 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.

RFJPM
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.
  • RF
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterRFJPM
Q3 20204 holders, $709m35 holders, $33.0bn
Q4 20204 holders, $745m32 holders, $45.6bn
Q1 202111 holders, $1.1bn32 holders, $49.9bn
Q2 202113 holders, $1.0bn31 holders, $48.4bn
Q3 202110 holders, $755m31 holders, $48.9bn
Q4 20217 holders, $645m34 holders, $46.1bn
Q1 20229 holders, $713m35 holders, $37.9bn
Q2 20228 holders, $721m37 holders, $30.9bn
Q3 20228 holders, $673m41 holders, $26.8bn
Q4 202213 holders, $972m33 holders, $80.3bn
Q1 20236 holders, $1.1bn34 holders, $33.4bn
Q2 20236 holders, $1.3bn34 holders, $38.7bn
Q3 20236 holders, $1.3bn32 holders, $39.4bn
Q4 20238 holders, $1.7bn30 holders, $45.0bn
Q1 20246 holders, $1.8bn37 holders, $52.6bn
Q2 20249 holders, $1.8bn36 holders, $52.8bn
Q3 20249 holders, $1.8bn29 holders, $50.1bn
Q4 20249 holders, $1.8bn30 holders, $55.8bn
Q1 202513 holders, $1.9bn35 holders, $51.3bn
Q2 202511 holders, $2.1bn38 holders, $59.8bn
Q3 202512 holders, $2.3bn36 holders, $63.3bn
Q4 202514 holders, $2.2bn36 holders, $57.9bn
Q1 202615 holders, $2.0bn39 holders, $51.7bn
Q2 202612 holders, $1.8bn43 holders, $54.6bn
RF

Regions Financial Corp New

Holders
9
Reported value
$1.8bn
Buyers
6
Sellers
3

Breadth +3 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
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

Who holds both, Q4 2024

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only RF (2)

Quantbot Technologies LP, Schonfeld Strategic Advisors LLC

Only JPM (23)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, 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, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Neuberger Berman Group LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Viking Global Investors LP, 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.

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