Holders over time
- CBSH
- JPM
| Quarter | CBSH | JPM |
|---|---|---|
| Q3 2020 | 4 holders, $41m | 35 holders, $33.0bn |
| Q4 2020 | 7 holders, $50m | 32 holders, $45.6bn |
| Q1 2021 | 5 holders, $55m | 32 holders, $49.9bn |
| Q2 2021 | 5 holders, $43m | 31 holders, $48.4bn |
| Q3 2021 | 7 holders, $68m | 31 holders, $48.9bn |
| Q4 2021 | 5 holders, $54m | 34 holders, $46.1bn |
| Q1 2022 | 5 holders, $49m | 35 holders, $37.9bn |
| Q2 2022 | 6 holders, $39m | 37 holders, $30.9bn |
| Q3 2022 | 8 holders, $48m | 41 holders, $26.8bn |
| Q4 2022 | 7 holders, $60m | 33 holders, $80.3bn |
| Q1 2023 | 5 holders, $61m | 34 holders, $33.4bn |
| Q2 2023 | 3 holders, $15m | 34 holders, $38.7bn |
| Q3 2023 | 3 holders, $30m | 32 holders, $39.4bn |
| Q4 2023 | 3 holders, $28m | 30 holders, $45.0bn |
| Q1 2024 | 1 holders, $3.6m | 37 holders, $52.6bn |
| Q2 2024 | 2 holders, $16m | 36 holders, $52.8bn |
| Q3 2024 | 5 holders, $128m | 29 holders, $50.1bn |
| Q4 2024 | 4 holders, $116m | 30 holders, $55.8bn |
| Q1 2025 | 4 holders, $65m | 35 holders, $51.3bn |
| Q2 2025 | 4 holders, $97m | 38 holders, $59.8bn |
| Q3 2025 | 11 holders, $259m | 36 holders, $63.3bn |
| Q4 2025 | 9 holders, $255m | 36 holders, $57.9bn |
| Q1 2026 | 7 holders, $115m | 39 holders, $51.7bn |
| Q2 2026 | 7 holders, $592m | 43 holders, $54.6bn |
Commerce Bancshares Inc
- Holders
- 11
- Reported value
- $259m
- Buyers
- 10
- Sellers
- 1
Breadth +9 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 (4)
AQR Capital Management LLC, Holocene Advisors LP, Two Sigma Advisers LP, Verition Fund Management LLC
Only CBSH (7)
Bridgewater Associates LP, Freestone Grove Partners LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Voloridge Investment Management LLC
Only JPM (32)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, 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, Neuberger Berman Group LLC, Squarepoint Ops LLC, and 7 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.