Holders over time
- BAC
- JPM
| Quarter | BAC | JPM |
|---|---|---|
| Q3 2020 | 33 holders, $48.3bn | 35 holders, $33.0bn |
| Q4 2020 | 36 holders, $60.7bn | 32 holders, $45.6bn |
| Q1 2021 | 33 holders, $77.6bn | 32 holders, $49.9bn |
| Q2 2021 | 30 holders, $83.1bn | 31 holders, $48.4bn |
| Q3 2021 | 28 holders, $81.4bn | 31 holders, $48.9bn |
| Q4 2021 | 30 holders, $82.8bn | 34 holders, $46.1bn |
| Q1 2022 | 39 holders, $74.0bn | 35 holders, $37.9bn |
| Q2 2022 | 40 holders, $54.7bn | 37 holders, $30.9bn |
| Q3 2022 | 36 holders, $53.0bn | 41 holders, $26.8bn |
| Q4 2022 | 33 holders, $59.0bn | 33 holders, $80.3bn |
| Q1 2023 | 32 holders, $50.5bn | 34 holders, $33.4bn |
| Q2 2023 | 37 holders, $49.0bn | 34 holders, $38.7bn |
| Q3 2023 | 36 holders, $46.0bn | 32 holders, $39.4bn |
| Q4 2023 | 34 holders, $56.6bn | 30 holders, $45.0bn |
| Q1 2024 | 35 holders, $64.4bn | 37 holders, $52.6bn |
| Q2 2024 | 35 holders, $68.9bn | 36 holders, $52.8bn |
| Q3 2024 | 43 holders, $60.8bn | 29 holders, $50.1bn |
| Q4 2024 | 43 holders, $63.8bn | 30 holders, $55.8bn |
| Q1 2025 | 40 holders, $59.8bn | 35 holders, $51.3bn |
| Q2 2025 | 44 holders, $67.4bn | 38 holders, $59.8bn |
| Q3 2025 | 44 holders, $72.1bn | 36 holders, $63.3bn |
| Q4 2025 | 41 holders, $68.5bn | 36 holders, $57.9bn |
| Q1 2026 | 39 holders, $59.5bn | 39 holders, $51.7bn |
| Q2 2026 | 37 holders, $64.8bn | 43 holders, $54.6bn |
Bank of Amer Corp
- Holders
- 44
- Reported value
- $67.4bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 95 comparable managers.
JPMorgan Chase & Co
- Holders
- 38
- Reported value
- $59.8bn
- Buyers
- 23
- Sellers
- 16
Breadth +7 among 95 comparable managers.
Who holds both, Q2 2025
Both (31)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, 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, Man Group PLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only BAC (13)
Artisan Partners LP, Berkshire Hathaway Inc, Caxton Associates LLP, D1 Capital Partners LP, Freestone Grove Partners LP, Marshall Wace LLP, Maverick Capital Ltd, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC, Walleye Capital LLC
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.