Holders over time
- FCNCA
- JPM
| Quarter | FCNCA | JPM |
|---|---|---|
| Q3 2020 | 4 holders, $140m | 35 holders, $33.0bn |
| Q4 2020 | 4 holders, $410m | 32 holders, $45.6bn |
| Q1 2021 | 7 holders, $668m | 32 holders, $49.9bn |
| Q2 2021 | 6 holders, $735m | 31 holders, $48.4bn |
| Q3 2021 | 6 holders, $836m | 31 holders, $48.9bn |
| Q4 2021 | 7 holders, $931m | 34 holders, $46.1bn |
| Q1 2022 | 9 holders, $1.7bn | 35 holders, $37.9bn |
| Q2 2022 | 7 holders, $1.6bn | 37 holders, $30.9bn |
| Q3 2022 | 7 holders, $1.6bn | 41 holders, $26.8bn |
| Q4 2022 | 9 holders, $1.3bn | 33 holders, $80.3bn |
| Q1 2023 | 10 holders, $1.9bn | 34 holders, $33.4bn |
| Q2 2023 | 17 holders, $2.7bn | 34 holders, $38.7bn |
| Q3 2023 | 17 holders, $2.8bn | 32 holders, $39.4bn |
| Q4 2023 | 14 holders, $2.7bn | 30 holders, $45.0bn |
| Q1 2024 | 18 holders, $3.9bn | 37 holders, $52.6bn |
| Q2 2024 | 20 holders, $4.2bn | 36 holders, $52.8bn |
| Q3 2024 | 13 holders, $4.7bn | 29 holders, $50.1bn |
| Q4 2024 | 13 holders, $4.7bn | 30 holders, $55.8bn |
| Q1 2025 | 12 holders, $4.0bn | 35 holders, $51.3bn |
| Q2 2025 | 11 holders, $3.7bn | 38 holders, $59.8bn |
| Q3 2025 | 14 holders, $2.6bn | 36 holders, $63.3bn |
| Q4 2025 | 13 holders, $3.2bn | 36 holders, $57.9bn |
| Q1 2026 | 8 holders, $3.2bn | 39 holders, $51.7bn |
| Q2 2026 | 10 holders, $3.5bn | 43 holders, $54.6bn |
First CTZNS Bancshares Inc D
- Holders
- 12
- Reported value
- $4.0bn
- Buyers
- 8
- Sellers
- 4
Breadth +4 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 (9)
AllianceBernstein LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Harris Associates LP, Soros Fund Management LLC, Wellington Management Group LLP
Only FCNCA (3)
Artisan Partners LP, Coatue Management LLC, Egerton Capital UK LLP
Only JPM (26)
Acadian Asset Management LLC, AQR Capital Management LLC, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, 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, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Viking Global Investors LP, and 1 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.