Holders over time
- IBN
- JPM
| Quarter | IBN | JPM |
|---|---|---|
| Q3 2020 | 8 holders, $1.3bn | 35 holders, $33.0bn |
| Q4 2020 | 9 holders, $1.4bn | 32 holders, $45.6bn |
| Q1 2021 | 11 holders, $2.1bn | 32 holders, $49.9bn |
| Q2 2021 | 11 holders, $2.6bn | 31 holders, $48.4bn |
| Q3 2021 | 13 holders, $2.9bn | 31 holders, $48.9bn |
| Q4 2021 | 12 holders, $1.4bn | 34 holders, $46.1bn |
| Q1 2022 | 12 holders, $1.3bn | 35 holders, $37.9bn |
| Q2 2022 | 12 holders, $915m | 37 holders, $30.9bn |
| Q3 2022 | 15 holders, $1.6bn | 41 holders, $26.8bn |
| Q4 2022 | 16 holders, $1.8bn | 33 holders, $80.3bn |
| Q1 2023 | 17 holders, $1.7bn | 34 holders, $33.4bn |
| Q2 2023 | 18 holders, $1.8bn | 34 holders, $38.7bn |
| Q3 2023 | 16 holders, $1.8bn | 32 holders, $39.4bn |
| Q4 2023 | 15 holders, $1.8bn | 30 holders, $45.0bn |
| Q1 2024 | 15 holders, $1.7bn | 37 holders, $52.6bn |
| Q2 2024 | 14 holders, $1.7bn | 36 holders, $52.8bn |
| Q3 2024 | 10 holders, $1.5bn | 29 holders, $50.1bn |
| Q4 2024 | 10 holders, $1.7bn | 30 holders, $55.8bn |
| Q1 2025 | 12 holders, $1.8bn | 35 holders, $51.3bn |
| Q2 2025 | 15 holders, $2.2bn | 38 holders, $59.8bn |
| Q3 2025 | 11 holders, $1.7bn | 36 holders, $63.3bn |
| Q4 2025 | 17 holders, $2.2bn | 36 holders, $57.9bn |
| Q1 2026 | 16 holders, $1.7bn | 39 holders, $51.7bn |
| Q2 2026 | 12 holders, $1.5bn | 43 holders, $54.6bn |
Icici BK LTD
- Holders
- 15
- Reported value
- $2.2bn
- Buyers
- 12
- Sellers
- 4
Breadth +8 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 (9)
Acadian Asset Management LLC, Arrowstreet Capital LP, Invesco Ltd, Man Group PLC, Millennium Management LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP
Only IBN (6)
Artisan Partners LP, Baillie Gifford & Co, Polen Capital Management LLC, Renaissance Technologies LLC, Tudor Investment Corp, Voloridge Investment Management LLC
Only JPM (29)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), 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, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Rokos Capital Management LLP, and 4 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.