Holders over time
- ALLY
- JPM
| Quarter | ALLY | JPM |
|---|---|---|
| Q3 2020 | 16 holders, $2.3bn | 35 holders, $33.0bn |
| Q4 2020 | 15 holders, $2.4bn | 32 holders, $45.6bn |
| Q1 2021 | 20 holders, $2.8bn | 32 holders, $49.9bn |
| Q2 2021 | 20 holders, $2.9bn | 31 holders, $48.4bn |
| Q3 2021 | 24 holders, $3.1bn | 31 holders, $48.9bn |
| Q4 2021 | 19 holders, $2.8bn | 34 holders, $46.1bn |
| Q1 2022 | 16 holders, $3.0bn | 35 holders, $37.9bn |
| Q2 2022 | 18 holders, $2.9bn | 37 holders, $30.9bn |
| Q3 2022 | 19 holders, $2.3bn | 41 holders, $26.8bn |
| Q4 2022 | 15 holders, $2.2bn | 33 holders, $80.3bn |
| Q1 2023 | 19 holders, $2.2bn | 34 holders, $33.4bn |
| Q2 2023 | 14 holders, $2.1bn | 34 holders, $38.7bn |
| Q3 2023 | 10 holders, $1.8bn | 32 holders, $39.4bn |
| Q4 2023 | 11 holders, $2.4bn | 30 holders, $45.0bn |
| Q1 2024 | 9 holders, $2.8bn | 37 holders, $52.6bn |
| Q2 2024 | 11 holders, $2.6bn | 36 holders, $52.8bn |
| Q3 2024 | 16 holders, $2.5bn | 29 holders, $50.1bn |
| Q4 2024 | 14 holders, $2.3bn | 30 holders, $55.8bn |
| Q1 2025 | 21 holders, $2.9bn | 35 holders, $51.3bn |
| Q2 2025 | 25 holders, $3.4bn | 38 holders, $59.8bn |
| Q3 2025 | 20 holders, $3.3bn | 36 holders, $63.3bn |
| Q4 2025 | 20 holders, $4.1bn | 36 holders, $57.9bn |
| Q1 2026 | 15 holders, $3.4bn | 39 holders, $51.7bn |
| Q2 2026 | 16 holders, $3.8bn | 43 holders, $54.6bn |
Ally Finl Inc
- Holders
- 20
- Reported value
- $3.3bn
- Buyers
- 13
- Sellers
- 8
Breadth +5 among 95 comparable managers.
JPMorgan Chase & Co
- Holders
- 36
- Reported value
- $63.3bn
- Buyers
- 21
- Sellers
- 17
Breadth +4 among 95 comparable managers.
Who holds both, Q3 2025
Both (10)
Acadian Asset Management LLC, Arrowstreet Capital LP, Capital World Investors, Harris Associates LP, Holocene Advisors LP, Janus Henderson Group Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP, Winton Group Ltd
Only ALLY (10)
Berkshire Hathaway Inc, Caxton Associates LLP, Eisler Capital Management Ltd, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Walleye Capital LLC
Only JPM (26)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Viking Global Investors LP, and 1 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.