Holders over time
- ZION
- JPM
| Quarter | ZION | JPM |
|---|---|---|
| Q3 2020 | 12 holders, $611m | 35 holders, $33.0bn |
| Q4 2020 | 9 holders, $1.1bn | 32 holders, $45.6bn |
| Q1 2021 | 9 holders, $1.4bn | 32 holders, $49.9bn |
| Q2 2021 | 8 holders, $1.3bn | 31 holders, $48.4bn |
| Q3 2021 | 7 holders, $1.4bn | 31 holders, $48.9bn |
| Q4 2021 | 8 holders, $1.2bn | 34 holders, $46.1bn |
| Q1 2022 | 12 holders, $1.3bn | 35 holders, $37.9bn |
| Q2 2022 | 14 holders, $873m | 37 holders, $30.9bn |
| Q3 2022 | 10 holders, $786m | 41 holders, $26.8bn |
| Q4 2022 | 13 holders, $657m | 33 holders, $80.3bn |
| Q1 2023 | 11 holders, $291m | 34 holders, $33.4bn |
| Q2 2023 | 8 holders, $207m | 34 holders, $38.7bn |
| Q3 2023 | 11 holders, $347m | 32 holders, $39.4bn |
| Q4 2023 | 8 holders, $308m | 30 holders, $45.0bn |
| Q1 2024 | 14 holders, $490m | 37 holders, $52.6bn |
| Q2 2024 | 11 holders, $502m | 36 holders, $52.8bn |
| Q3 2024 | 10 holders, $490m | 29 holders, $50.1bn |
| Q4 2024 | 12 holders, $659m | 30 holders, $55.8bn |
| Q1 2025 | 13 holders, $636m | 35 holders, $51.3bn |
| Q2 2025 | 12 holders, $507m | 38 holders, $59.8bn |
| Q3 2025 | 12 holders, $740m | 36 holders, $63.3bn |
| Q4 2025 | 13 holders, $533m | 36 holders, $57.9bn |
| Q1 2026 | 11 holders, $568m | 39 holders, $51.7bn |
| Q2 2026 | 14 holders, $780m | 43 holders, $54.6bn |
Zions Bancorporation Natl AS
- Holders
- 12
- Reported value
- $507m
- Buyers
- 7
- Sellers
- 5
Breadth +2 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)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Holocene Advisors LP, Two Sigma Advisers LP, Winton Group Ltd
Only ZION (3)
Freestone Grove Partners LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC
Only JPM (29)
Acadian Asset Management LLC, AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, 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, 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, Susquehanna International Group LLP, T. Rowe Price Associates Inc, 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.