Holders over time
- FITB
- JPM
| Quarter | FITB | JPM |
|---|---|---|
| Q3 2020 | 9 holders, $2.1bn | 35 holders, $33.0bn |
| Q4 2020 | 16 holders, $2.6bn | 32 holders, $45.6bn |
| Q1 2021 | 12 holders, $3.9bn | 32 holders, $49.9bn |
| Q2 2021 | 15 holders, $4.4bn | 31 holders, $48.4bn |
| Q3 2021 | 13 holders, $4.5bn | 31 holders, $48.9bn |
| Q4 2021 | 12 holders, $4.5bn | 34 holders, $46.1bn |
| Q1 2022 | 15 holders, $4.8bn | 35 holders, $37.9bn |
| Q2 2022 | 13 holders, $3.8bn | 37 holders, $30.9bn |
| Q3 2022 | 12 holders, $3.4bn | 41 holders, $26.8bn |
| Q4 2022 | 14 holders, $3.3bn | 33 holders, $80.3bn |
| Q1 2023 | 15 holders, $2.2bn | 34 holders, $33.4bn |
| Q2 2023 | 17 holders, $2.3bn | 34 holders, $38.7bn |
| Q3 2023 | 11 holders, $2.6bn | 32 holders, $39.4bn |
| Q4 2023 | 9 holders, $3.8bn | 30 holders, $45.0bn |
| Q1 2024 | 8 holders, $4.1bn | 37 holders, $52.6bn |
| Q2 2024 | 7 holders, $3.6bn | 36 holders, $52.8bn |
| Q3 2024 | 7 holders, $3.8bn | 29 holders, $50.1bn |
| Q4 2024 | 8 holders, $3.4bn | 30 holders, $55.8bn |
| Q1 2025 | 11 holders, $3.1bn | 35 holders, $51.3bn |
| Q2 2025 | 15 holders, $3.7bn | 38 holders, $59.8bn |
| Q3 2025 | 16 holders, $4.4bn | 36 holders, $63.3bn |
| Q4 2025 | 14 holders, $5.3bn | 36 holders, $57.9bn |
| Q1 2026 | 15 holders, $7.3bn | 39 holders, $51.7bn |
| Q2 2026 | 12 holders, $8.3bn | 43 holders, $54.6bn |
Fifth Third Bancorp
- Holders
- 11
- Reported value
- $3.1bn
- Buyers
- 8
- Sellers
- 3
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 (7)
AllianceBernstein LP, Brevan Howard Capital Management LP, Capital World Investors, Invesco Ltd, MFS Investment Management, Squarepoint Ops LLC, T. Rowe Price Associates Inc
Only FITB (4)
Artisan Partners LP, Freestone Grove Partners LP, Two Sigma Advisers LP, Verition Fund Management LLC
Only JPM (28)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global 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, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Soros Fund Management LLC, Susquehanna International Group LLP, Tudor Investment Corp, and 3 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.