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TD · 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.

TDJPM
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.
  • TD
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterTDJPM
Q3 202012 holders, $3.4bn35 holders, $33.0bn
Q4 202012 holders, $4.6bn32 holders, $45.6bn
Q1 202113 holders, $8.2bn32 holders, $49.9bn
Q2 202111 holders, $9.3bn31 holders, $48.4bn
Q3 202112 holders, $8.6bn31 holders, $48.9bn
Q4 202110 holders, $9.9bn34 holders, $46.1bn
Q1 202210 holders, $10.3bn35 holders, $37.9bn
Q2 202212 holders, $7.7bn37 holders, $30.9bn
Q3 202214 holders, $6.6bn41 holders, $26.8bn
Q4 202211 holders, $6.2bn33 holders, $80.3bn
Q1 20239 holders, $3.2bn34 holders, $33.4bn
Q2 20239 holders, $3.2bn34 holders, $38.7bn
Q3 20237 holders, $2.4bn32 holders, $39.4bn
Q4 202310 holders, $2.3bn30 holders, $45.0bn
Q1 202413 holders, $2.4bn37 holders, $52.6bn
Q2 202413 holders, $1.9bn36 holders, $52.8bn
Q3 202411 holders, $2.0bn29 holders, $50.1bn
Q4 202410 holders, $1.3bn30 holders, $55.8bn
Q1 20258 holders, $1.7bn35 holders, $51.3bn
Q2 202510 holders, $2.7bn38 holders, $59.8bn
Q3 20259 holders, $3.3bn36 holders, $63.3bn
Q4 202513 holders, $4.8bn36 holders, $57.9bn
Q1 202612 holders, $4.2bn39 holders, $51.7bn
Q2 202613 holders, $4.8bn43 holders, $54.6bn
TD

Toronto Dominion BK Ont

Holders
10
Reported value
$1.3bn
Buyers
8
Sellers
2

Breadth +6 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 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TD (4)

Bridgewater Associates LP, Renaissance Technologies LLC, Two Sigma Investments LP, Voloridge Investment Management LLC

Only JPM (24)

AllianceBernstein LP, AQR Capital Management LLC, 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, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, 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.

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