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WFC · 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.

WFCJPM
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.
  • WFC
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterWFCJPM
Q3 202034 holders, $15.9bn35 holders, $33.0bn
Q4 202033 holders, $19.5bn32 holders, $45.6bn
Q1 202131 holders, $23.4bn32 holders, $49.9bn
Q2 202133 holders, $28.0bn31 holders, $48.4bn
Q3 202128 holders, $27.7bn31 holders, $48.9bn
Q4 202132 holders, $28.6bn34 holders, $46.1bn
Q1 202237 holders, $28.8bn35 holders, $37.9bn
Q2 202232 holders, $24.1bn37 holders, $30.9bn
Q3 202228 holders, $25.5bn41 holders, $26.8bn
Q4 202233 holders, $25.2bn33 holders, $80.3bn
Q1 202334 holders, $21.5bn34 holders, $33.4bn
Q2 202329 holders, $23.4bn34 holders, $38.7bn
Q3 202330 holders, $22.9bn32 holders, $39.4bn
Q4 202332 holders, $27.2bn30 holders, $45.0bn
Q1 202427 holders, $33.6bn37 holders, $52.6bn
Q2 202437 holders, $34.1bn36 holders, $52.8bn
Q3 202435 holders, $32.0bn29 holders, $50.1bn
Q4 202442 holders, $38.9bn30 holders, $55.8bn
Q1 202539 holders, $38.2bn35 holders, $51.3bn
Q2 202533 holders, $41.6bn38 holders, $59.8bn
Q3 202529 holders, $41.5bn36 holders, $63.3bn
Q4 202529 holders, $43.6bn36 holders, $57.9bn
Q1 202634 holders, $36.8bn39 holders, $51.7bn
Q2 202641 holders, $38.2bn43 holders, $54.6bn
WFC

Wells Fargo & Co

Holders
42
Reported value
$38.9bn
Buyers
25
Sellers
18

Breadth +7 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 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WFC (16)

Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital LLC, Winton Group Ltd

Only JPM (4)

Discovery Capital Management LLC, Squarepoint Ops LLC, Two Sigma Advisers LP, Viking Global Investors 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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