Holders over time
- RY
- JPM
| Quarter | RY | JPM |
|---|---|---|
| Q3 2020 | 15 holders, $1.6bn | 35 holders, $33.0bn |
| Q4 2020 | 17 holders, $2.3bn | 32 holders, $45.6bn |
| Q1 2021 | 12 holders, $3.2bn | 32 holders, $49.9bn |
| Q2 2021 | 13 holders, $3.3bn | 31 holders, $48.4bn |
| Q3 2021 | 12 holders, $3.0bn | 31 holders, $48.9bn |
| Q4 2021 | 12 holders, $3.4bn | 34 holders, $46.1bn |
| Q1 2022 | 9 holders, $5.0bn | 35 holders, $37.9bn |
| Q2 2022 | 9 holders, $4.2bn | 37 holders, $30.9bn |
| Q3 2022 | 8 holders, $3.6bn | 41 holders, $26.8bn |
| Q4 2022 | 8 holders, $3.3bn | 33 holders, $80.3bn |
| Q1 2023 | 8 holders, $3.4bn | 34 holders, $33.4bn |
| Q2 2023 | 10 holders, $3.2bn | 34 holders, $38.7bn |
| Q3 2023 | 12 holders, $2.9bn | 32 holders, $39.4bn |
| Q4 2023 | 13 holders, $3.5bn | 30 holders, $45.0bn |
| Q1 2024 | 9 holders, $3.7bn | 37 holders, $52.6bn |
| Q2 2024 | 12 holders, $4.2bn | 36 holders, $52.8bn |
| Q3 2024 | 9 holders, $5.5bn | 29 holders, $50.1bn |
| Q4 2024 | 12 holders, $5.0bn | 30 holders, $55.8bn |
| Q1 2025 | 13 holders, $3.8bn | 35 holders, $51.3bn |
| Q2 2025 | 10 holders, $3.7bn | 38 holders, $59.8bn |
| Q3 2025 | 12 holders, $4.1bn | 36 holders, $63.3bn |
| Q4 2025 | 16 holders, $4.8bn | 36 holders, $57.9bn |
| Q1 2026 | 15 holders, $4.5bn | 39 holders, $51.7bn |
| Q2 2026 | 15 holders, $6.8bn | 43 holders, $54.6bn |
Royal BK Cda
- Holders
- 13
- Reported value
- $3.8bn
- Buyers
- 9
- Sellers
- 5
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 (10)
Acadian Asset Management LLC, AllianceBernstein LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, MFS Investment Management, Wellington Management Group LLP
Only JPM (25)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Viking Global Investors LP, Woodline Partners LP
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.