Holders over time
- ALLY
- JPM
| Quarter | ALLY | JPM |
|---|---|---|
| Q3 2020 | 16 holders, $2.3bn | 35 holders, $33.0bn |
| Q4 2020 | 15 holders, $2.4bn | 32 holders, $45.6bn |
| Q1 2021 | 20 holders, $2.8bn | 32 holders, $49.9bn |
| Q2 2021 | 20 holders, $2.9bn | 31 holders, $48.4bn |
| Q3 2021 | 24 holders, $3.1bn | 31 holders, $48.9bn |
| Q4 2021 | 19 holders, $2.8bn | 34 holders, $46.1bn |
| Q1 2022 | 16 holders, $3.0bn | 35 holders, $37.9bn |
| Q2 2022 | 18 holders, $2.9bn | 37 holders, $30.9bn |
| Q3 2022 | 19 holders, $2.3bn | 41 holders, $26.8bn |
| Q4 2022 | 15 holders, $2.2bn | 33 holders, $80.3bn |
| Q1 2023 | 19 holders, $2.2bn | 34 holders, $33.4bn |
| Q2 2023 | 14 holders, $2.1bn | 34 holders, $38.7bn |
| Q3 2023 | 10 holders, $1.8bn | 32 holders, $39.4bn |
| Q4 2023 | 11 holders, $2.4bn | 30 holders, $45.0bn |
| Q1 2024 | 9 holders, $2.8bn | 37 holders, $52.6bn |
| Q2 2024 | 11 holders, $2.6bn | 36 holders, $52.8bn |
| Q3 2024 | 16 holders, $2.5bn | 29 holders, $50.1bn |
| Q4 2024 | 14 holders, $2.3bn | 30 holders, $55.8bn |
| Q1 2025 | 21 holders, $2.9bn | 35 holders, $51.3bn |
| Q2 2025 | 25 holders, $3.4bn | 38 holders, $59.8bn |
| Q3 2025 | 20 holders, $3.3bn | 36 holders, $63.3bn |
| Q4 2025 | 20 holders, $4.1bn | 36 holders, $57.9bn |
| Q1 2026 | 15 holders, $3.4bn | 39 holders, $51.7bn |
| Q2 2026 | 16 holders, $3.8bn | 43 holders, $54.6bn |
Ally Finl Inc
- Holders
- 21
- Reported value
- $2.9bn
- Buyers
- 12
- Sellers
- 7
Breadth +5 among 95 comparable managers.
JPMorgan Chase & Co
- Holders
- 35
- Reported value
- $51.3bn
- Buyers
- 19
- Sellers
- 16
Breadth +3 among 95 comparable managers.
Who holds both, Q1 2025
Both (13)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Eisler Capital Management Ltd, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Millennium Management LLC, Moore Capital Management LP, Soros Fund Management LLC, Wellington Management Group LLP
Only ALLY (8)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Freestone Grove Partners LP, Maverick Capital Ltd, Quantbot Technologies LP, Walleye Capital LLC, Winton Group Ltd
Only JPM (22)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, 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.