Holders over time
- IBN
- JPM
| Quarter | IBN | JPM |
|---|---|---|
| Q3 2020 | 8 holders, $1.3bn | 35 holders, $33.0bn |
| Q4 2020 | 9 holders, $1.4bn | 32 holders, $45.6bn |
| Q1 2021 | 11 holders, $2.1bn | 32 holders, $49.9bn |
| Q2 2021 | 11 holders, $2.6bn | 31 holders, $48.4bn |
| Q3 2021 | 13 holders, $2.9bn | 31 holders, $48.9bn |
| Q4 2021 | 12 holders, $1.4bn | 34 holders, $46.1bn |
| Q1 2022 | 12 holders, $1.3bn | 35 holders, $37.9bn |
| Q2 2022 | 12 holders, $915m | 37 holders, $30.9bn |
| Q3 2022 | 15 holders, $1.6bn | 41 holders, $26.8bn |
| Q4 2022 | 16 holders, $1.8bn | 33 holders, $80.3bn |
| Q1 2023 | 17 holders, $1.7bn | 34 holders, $33.4bn |
| Q2 2023 | 18 holders, $1.8bn | 34 holders, $38.7bn |
| Q3 2023 | 16 holders, $1.8bn | 32 holders, $39.4bn |
| Q4 2023 | 15 holders, $1.8bn | 30 holders, $45.0bn |
| Q1 2024 | 15 holders, $1.7bn | 37 holders, $52.6bn |
| Q2 2024 | 14 holders, $1.7bn | 36 holders, $52.8bn |
| Q3 2024 | 10 holders, $1.5bn | 29 holders, $50.1bn |
| Q4 2024 | 10 holders, $1.7bn | 30 holders, $55.8bn |
| Q1 2025 | 12 holders, $1.8bn | 35 holders, $51.3bn |
| Q2 2025 | 15 holders, $2.2bn | 38 holders, $59.8bn |
| Q3 2025 | 11 holders, $1.7bn | 36 holders, $63.3bn |
| Q4 2025 | 17 holders, $2.2bn | 36 holders, $57.9bn |
| Q1 2026 | 16 holders, $1.7bn | 39 holders, $51.7bn |
| Q2 2026 | 12 holders, $1.5bn | 43 holders, $54.6bn |
Icici BK LTD
- Holders
- 11
- Reported value
- $1.7bn
- Buyers
- 3
- 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 (7)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Invesco Ltd, Man Group PLC, T. Rowe Price Associates Inc, Two Sigma Investments LP
Only IBN (4)
Baillie Gifford & Co, Marshall Wace LLP, Polen Capital Management LLC, Voloridge Investment Management LLC
Only JPM (29)
AllianceBernstein LP, AQR Capital Management LLC, 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, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, Two Sigma Advisers LP, Verition Fund Management LLC, 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.