Holders over time
- KB
- JPM
| Quarter | KB | JPM |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 35 holders, $33.0bn |
| Q4 2020 | none listed holders, n.a. | 32 holders, $45.6bn |
| Q1 2021 | 2 holders, $10m | 32 holders, $49.9bn |
| Q2 2021 | 1 holders, $8.0m | 31 holders, $48.4bn |
| Q3 2021 | 1 holders, $10m | 31 holders, $48.9bn |
| Q4 2021 | 1 holders, $10m | 34 holders, $46.1bn |
| Q1 2022 | 2 holders, $40m | 35 holders, $37.9bn |
| Q2 2022 | 2 holders, $37m | 37 holders, $30.9bn |
| Q3 2022 | 2 holders, $40m | 41 holders, $26.8bn |
| Q4 2022 | 2 holders, $52m | 33 holders, $80.3bn |
| Q1 2023 | 1 holders, $42m | 34 holders, $33.4bn |
| Q2 2023 | 1 holders, $41m | 34 holders, $38.7bn |
| Q3 2023 | 2 holders, $52m | 32 holders, $39.4bn |
| Q4 2023 | 2 holders, $54m | 30 holders, $45.0bn |
| Q1 2024 | 3 holders, $74m | 37 holders, $52.6bn |
| Q2 2024 | 4 holders, $83m | 36 holders, $52.8bn |
| Q3 2024 | 3 holders, $22m | 29 holders, $50.1bn |
| Q4 2024 | 3 holders, $68m | 30 holders, $55.8bn |
| Q1 2025 | 3 holders, $62m | 35 holders, $51.3bn |
| Q2 2025 | 4 holders, $93m | 38 holders, $59.8bn |
| Q3 2025 | 3 holders, $84m | 36 holders, $63.3bn |
| Q4 2025 | 3 holders, $75m | 36 holders, $57.9bn |
| Q1 2026 | 2 holders, $14m | 39 holders, $51.7bn |
| Q2 2026 | 3 holders, $44m | 43 holders, $54.6bn |
KB Finl Group Inc
- Holders
- 4
- Reported value
- $93m
- Buyers
- 2
- Sellers
- 2
Breadth 0 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 (4)
Acadian Asset Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Harris Associates LP
Only KB (0)
None.
Only JPM (34)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, 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, 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, and 9 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.