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C · 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.

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.
  • C
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterCJPM
Q3 202029 holders, $10.2bn35 holders, $33.0bn
Q4 202035 holders, $16.2bn32 holders, $45.6bn
Q1 202130 holders, $18.8bn32 holders, $49.9bn
Q2 202131 holders, $17.8bn31 holders, $48.4bn
Q3 202135 holders, $16.0bn31 holders, $48.9bn
Q4 202138 holders, $13.9bn34 holders, $46.1bn
Q1 202231 holders, $13.3bn35 holders, $37.9bn
Q2 202227 holders, $11.0bn37 holders, $30.9bn
Q3 202231 holders, $10.2bn41 holders, $26.8bn
Q4 202232 holders, $10.8bn33 holders, $80.3bn
Q1 202333 holders, $11.0bn34 holders, $33.4bn
Q2 202333 holders, $10.4bn34 holders, $38.7bn
Q3 202330 holders, $8.5bn32 holders, $39.4bn
Q4 202341 holders, $12.0bn30 holders, $45.0bn
Q1 202435 holders, $14.9bn37 holders, $52.6bn
Q2 202438 holders, $15.9bn36 holders, $52.8bn
Q3 202438 holders, $15.5bn29 holders, $50.1bn
Q4 202435 holders, $15.8bn30 holders, $55.8bn
Q1 202532 holders, $15.4bn35 holders, $51.3bn
Q2 202537 holders, $18.2bn38 holders, $59.8bn
Q3 202536 holders, $22.0bn36 holders, $63.3bn
Q4 202536 holders, $24.4bn36 holders, $57.9bn
Q1 202639 holders, $22.8bn39 holders, $51.7bn
Q2 202633 holders, $25.2bn43 holders, $54.6bn
C

Citigroup Inc

Holders
32
Reported value
$15.4bn
Buyers
20
Sellers
14

Breadth +6 among 95 comparable managers.

JPM

JPMorgan Chase & Co

Holders
35
Reported value
$51.3bn
Buyers
19
Sellers
16

Breadth +3 among 95 comparable managers.

Who holds both, Q1 2025

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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