L3VLUP

CVBF · 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.
  • CVBF
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterCVBFJPM
Q3 20202 holders, $104m35 holders, $33.0bn
Q4 20201 holders, $117m32 holders, $45.6bn
Q1 20211 holders, $132m32 holders, $49.9bn
Q2 20212 holders, $126m31 holders, $48.4bn
Q3 20212 holders, $120m31 holders, $48.9bn
Q4 20212 holders, $129m34 holders, $46.1bn
Q1 20223 holders, $150m35 holders, $37.9bn
Q2 20222 holders, $171m37 holders, $30.9bn
Q3 20223 holders, $165m41 holders, $26.8bn
Q4 20223 holders, $170m33 holders, $80.3bn
Q1 20235 holders, $104m34 holders, $33.4bn
Q2 20231 holders, $48m34 holders, $38.7bn
Q3 20232 holders, $72m32 holders, $39.4bn
Q4 20232 holders, $11m30 holders, $45.0bn
Q1 20243 holders, $14m37 holders, $52.6bn
Q2 2024none listed holders, n.a.36 holders, $52.8bn
Q3 20241 holders, $1.5m29 holders, $50.1bn
Q4 20241 holders, $94m30 holders, $55.8bn
Q1 20251 holders, $78m35 holders, $51.3bn
Q2 20251 holders, $47m38 holders, $59.8bn
Q3 20251 holders, $41m36 holders, $63.3bn
Q4 20252 holders, $45m36 holders, $57.9bn
Q1 20261 holders, $17m39 holders, $51.7bn
Q2 20264 holders, $99m43 holders, $54.6bn
CVBF

CVB Finl Corp

Holders
1
Reported value
$47m
Buyers
0
Sellers
1

Breadth -1 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 38 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.

Back to the 13F Explorer →