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TCBI · 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.
  • TCBI
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterTCBIJPM
Q3 20202 holders, $101m35 holders, $33.0bn
Q4 20203 holders, $196m32 holders, $45.6bn
Q1 20218 holders, $299m32 holders, $49.9bn
Q2 202113 holders, $342m31 holders, $48.4bn
Q3 202111 holders, $310m31 holders, $48.9bn
Q4 202111 holders, $329m34 holders, $46.1bn
Q1 20228 holders, $276m35 holders, $37.9bn
Q2 20229 holders, $307m37 holders, $30.9bn
Q3 20229 holders, $321m41 holders, $26.8bn
Q4 20229 holders, $321m33 holders, $80.3bn
Q1 20238 holders, $256m34 holders, $33.4bn
Q2 20235 holders, $260m34 holders, $38.7bn
Q3 20235 holders, $281m32 holders, $39.4bn
Q4 20237 holders, $338m30 holders, $45.0bn
Q1 20247 holders, $298m37 holders, $52.6bn
Q2 20245 holders, $277m36 holders, $52.8bn
Q3 20245 holders, $311m29 holders, $50.1bn
Q4 20247 holders, $328m30 holders, $55.8bn
Q1 20258 holders, $393m35 holders, $51.3bn
Q2 20259 holders, $460m38 holders, $59.8bn
Q3 202510 holders, $469m36 holders, $63.3bn
Q4 20256 holders, $483m36 holders, $57.9bn
Q1 20266 holders, $534m39 holders, $51.7bn
Q2 20268 holders, $643m43 holders, $54.6bn
TCBI

Texas Capital Bancshares Inc

Holders
9
Reported value
$460m
Buyers
6
Sellers
3

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 40 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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