Holders over time
- CM
- JPM
| Quarter | CM | JPM |
|---|---|---|
| Q3 2020 | 4 holders, $130m | 35 holders, $33.0bn |
| Q4 2020 | 6 holders, $94m | 32 holders, $45.6bn |
| Q1 2021 | 6 holders, $252m | 32 holders, $49.9bn |
| Q2 2021 | 6 holders, $256m | 31 holders, $48.4bn |
| Q3 2021 | 5 holders, $150m | 31 holders, $48.9bn |
| Q4 2021 | 4 holders, $130m | 34 holders, $46.1bn |
| Q1 2022 | 4 holders, $1.1bn | 35 holders, $37.9bn |
| Q2 2022 | 5 holders, $893m | 37 holders, $30.9bn |
| Q3 2022 | 3 holders, $741m | 41 holders, $26.8bn |
| Q4 2022 | 2 holders, $840m | 33 holders, $80.3bn |
| Q1 2023 | 2 holders, $719m | 34 holders, $33.4bn |
| Q2 2023 | 3 holders, $654m | 34 holders, $38.7bn |
| Q3 2023 | 3 holders, $356m | 32 holders, $39.4bn |
| Q4 2023 | 4 holders, $287m | 30 holders, $45.0bn |
| Q1 2024 | 4 holders, $330m | 37 holders, $52.6bn |
| Q2 2024 | 2 holders, $278m | 36 holders, $52.8bn |
| Q3 2024 | 3 holders, $432m | 29 holders, $50.1bn |
| Q4 2024 | 4 holders, $394m | 30 holders, $55.8bn |
| Q1 2025 | 7 holders, $173m | 35 holders, $51.3bn |
| Q2 2025 | 5 holders, $102m | 38 holders, $59.8bn |
| Q3 2025 | 5 holders, $161m | 36 holders, $63.3bn |
| Q4 2025 | 3 holders, $268m | 36 holders, $57.9bn |
| Q1 2026 | 2 holders, $656m | 39 holders, $51.7bn |
| Q2 2026 | 4 holders, $1.2bn | 43 holders, $54.6bn |
Canadian Imperial Bank of Co
- Holders
- 7
- Reported value
- $173m
- Buyers
- 7
- Sellers
- 2
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 (4)
Acadian Asset Management LLC, Bridgewater Associates LP, Eisler Capital Management Ltd, Man Group PLC
Only JPM (31)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, 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, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, and 6 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.