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AX · 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.

AXJPM
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.
  • AX
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterAXJPM
Q3 20201 holders, $1.1m35 holders, $33.0bn
Q4 20201 holders, $1.5m32 holders, $45.6bn
Q1 20211 holders, $1.4m32 holders, $49.9bn
Q2 20212 holders, $1.9m31 holders, $48.4bn
Q3 20212 holders, $2.3m31 holders, $48.9bn
Q4 20212 holders, $3.1m34 holders, $46.1bn
Q1 20222 holders, $3.9m35 holders, $37.9bn
Q2 20222 holders, $4.7m37 holders, $30.9bn
Q3 20222 holders, $3.2m41 holders, $26.8bn
Q4 20221 holders, $1.5m33 holders, $80.3bn
Q1 20231 holders, $554k34 holders, $33.4bn
Q2 20232 holders, $3.8m34 holders, $38.7bn
Q3 20232 holders, $6.2m32 holders, $39.4bn
Q4 20235 holders, $41m30 holders, $45.0bn
Q1 20247 holders, $39m37 holders, $52.6bn
Q2 20248 holders, $90m36 holders, $52.8bn
Q3 20244 holders, $74m29 holders, $50.1bn
Q4 20243 holders, $43m30 holders, $55.8bn
Q1 20252 holders, $28m35 holders, $51.3bn
Q2 20253 holders, $27m38 holders, $59.8bn
Q3 20252 holders, $13m36 holders, $63.3bn
Q4 20253 holders, $15m36 holders, $57.9bn
Q1 20263 holders, $27m39 holders, $51.7bn
Q2 20263 holders, $36m43 holders, $54.6bn
AX

Axos Finl Inc

Holders
2
Reported value
$28m
Buyers
0
Sellers
2

Breadth -2 among 95 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
JPM

JPMorgan Chase & Co

Holders
35
Reported value
$51.3bn
Buyers
19
Sellers
16

Breadth +3 among 95 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q1 2025

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only AX (2)

First Eagle Investment Management LLC, Voloridge Investment Management LLC

Only JPM (35)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, 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, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, and 10 more

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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