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CM · JPM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CM
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterCMJPM
Q3 20204 holders, $130m35 holders, $33.0bn
Q4 20206 holders, $94m32 holders, $45.6bn
Q1 20216 holders, $252m32 holders, $49.9bn
Q2 20216 holders, $256m31 holders, $48.4bn
Q3 20215 holders, $150m31 holders, $48.9bn
Q4 20214 holders, $130m34 holders, $46.1bn
Q1 20224 holders, $1.1bn35 holders, $37.9bn
Q2 20225 holders, $893m37 holders, $30.9bn
Q3 20223 holders, $741m41 holders, $26.8bn
Q4 20222 holders, $840m33 holders, $80.3bn
Q1 20232 holders, $719m34 holders, $33.4bn
Q2 20233 holders, $654m34 holders, $38.7bn
Q3 20233 holders, $356m32 holders, $39.4bn
Q4 20234 holders, $287m30 holders, $45.0bn
Q1 20244 holders, $330m37 holders, $52.6bn
Q2 20242 holders, $278m36 holders, $52.8bn
Q3 20243 holders, $432m29 holders, $50.1bn
Q4 20244 holders, $394m30 holders, $55.8bn
Q1 20257 holders, $173m35 holders, $51.3bn
Q2 20255 holders, $102m38 holders, $59.8bn
Q3 20255 holders, $161m36 holders, $63.3bn
Q4 20253 holders, $268m36 holders, $57.9bn
Q1 20262 holders, $656m39 holders, $51.7bn
Q2 20264 holders, $1.2bn43 holders, $54.6bn
CM

Canadian Imperial Bank of Co

Holders
5
Reported value
$102m
Buyers
1
Sellers
4

Breadth -3 among 95 comparable managers.

JPM

JPMorgan Chase & Co

Holders
38
Reported value
$59.8bn
Buyers
23
Sellers
16

Breadth +7 among 95 comparable managers.

Who holds both, Q2 2025

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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.

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