Holders over time
- FHN
- JPM
| Quarter | FHN | JPM |
|---|---|---|
| Q3 2020 | 7 holders, $604m | 35 holders, $33.0bn |
| Q4 2020 | 9 holders, $791m | 32 holders, $45.6bn |
| Q1 2021 | 7 holders, $842m | 32 holders, $49.9bn |
| Q2 2021 | 5 holders, $727m | 31 holders, $48.4bn |
| Q3 2021 | 5 holders, $598m | 31 holders, $48.9bn |
| Q4 2021 | 6 holders, $165m | 34 holders, $46.1bn |
| Q1 2022 | 7 holders, $115m | 35 holders, $37.9bn |
| Q2 2022 | 13 holders, $607m | 37 holders, $30.9bn |
| Q3 2022 | 16 holders, $527m | 41 holders, $26.8bn |
| Q4 2022 | 13 holders, $608m | 33 holders, $80.3bn |
| Q1 2023 | 8 holders, $352m | 34 holders, $33.4bn |
| Q2 2023 | 12 holders, $690m | 34 holders, $38.7bn |
| Q3 2023 | 17 holders, $663m | 32 holders, $39.4bn |
| Q4 2023 | 16 holders, $844m | 30 holders, $45.0bn |
| Q1 2024 | 14 holders, $619m | 37 holders, $52.6bn |
| Q2 2024 | 14 holders, $571m | 36 holders, $52.8bn |
| Q3 2024 | 10 holders, $367m | 29 holders, $50.1bn |
| Q4 2024 | 14 holders, $932m | 30 holders, $55.8bn |
| Q1 2025 | 10 holders, $651m | 35 holders, $51.3bn |
| Q2 2025 | 10 holders, $716m | 38 holders, $59.8bn |
| Q3 2025 | 16 holders, $826m | 36 holders, $63.3bn |
| Q4 2025 | 16 holders, $677m | 36 holders, $57.9bn |
| Q1 2026 | 13 holders, $589m | 39 holders, $51.7bn |
| Q2 2026 | 15 holders, $717m | 43 holders, $54.6bn |
First Horizon Corporation
- Holders
- 10
- Reported value
- $651m
- Buyers
- 5
- Sellers
- 7
Breadth -2 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 (5)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, GAMCO Investors Inc, Millennium Management LLC
Only FHN (5)
Balyasny Asset Management LLC, Freestone Grove Partners LP, Maverick Capital Ltd, Point72 Asset Management LP, Verition Fund Management LLC
Only JPM (30)
Acadian Asset Management LLC, AllianceBernstein LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), 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, Moore Capital Management LP, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, and 5 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.