Holders over time
- FCNCA
- JPM
| Quarter | FCNCA | JPM |
|---|---|---|
| Q3 2020 | 4 holders, $140m | 35 holders, $33.0bn |
| Q4 2020 | 4 holders, $410m | 32 holders, $45.6bn |
| Q1 2021 | 7 holders, $668m | 32 holders, $49.9bn |
| Q2 2021 | 6 holders, $735m | 31 holders, $48.4bn |
| Q3 2021 | 6 holders, $836m | 31 holders, $48.9bn |
| Q4 2021 | 7 holders, $931m | 34 holders, $46.1bn |
| Q1 2022 | 9 holders, $1.7bn | 35 holders, $37.9bn |
| Q2 2022 | 7 holders, $1.6bn | 37 holders, $30.9bn |
| Q3 2022 | 7 holders, $1.6bn | 41 holders, $26.8bn |
| Q4 2022 | 9 holders, $1.3bn | 33 holders, $80.3bn |
| Q1 2023 | 10 holders, $1.9bn | 34 holders, $33.4bn |
| Q2 2023 | 17 holders, $2.7bn | 34 holders, $38.7bn |
| Q3 2023 | 17 holders, $2.8bn | 32 holders, $39.4bn |
| Q4 2023 | 14 holders, $2.7bn | 30 holders, $45.0bn |
| Q1 2024 | 18 holders, $3.9bn | 37 holders, $52.6bn |
| Q2 2024 | 20 holders, $4.2bn | 36 holders, $52.8bn |
| Q3 2024 | 13 holders, $4.7bn | 29 holders, $50.1bn |
| Q4 2024 | 13 holders, $4.7bn | 30 holders, $55.8bn |
| Q1 2025 | 12 holders, $4.0bn | 35 holders, $51.3bn |
| Q2 2025 | 11 holders, $3.7bn | 38 holders, $59.8bn |
| Q3 2025 | 14 holders, $2.6bn | 36 holders, $63.3bn |
| Q4 2025 | 13 holders, $3.2bn | 36 holders, $57.9bn |
| Q1 2026 | 8 holders, $3.2bn | 39 holders, $51.7bn |
| Q2 2026 | 10 holders, $3.5bn | 43 holders, $54.6bn |
First CTZNS Bancshares Inc D
- Holders
- 11
- Reported value
- $3.7bn
- Buyers
- 5
- Sellers
- 6
Breadth -1 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 (7)
AllianceBernstein LP, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Harris Associates LP, Wellington Management Group LLP, Winton Group Ltd
Only FCNCA (4)
Artisan Partners LP, Coatue Management LLC, Egerton Capital UK LLP, Soros Fund Management LLC
Only JPM (31)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Rokos Capital Management LLP, and 6 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.