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LKFN · 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.

LKFNJPM
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • LKFN
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterLKFNJPM
Q3 20202 holders, $75m35 holders, $33.0bn
Q4 20201 holders, $50m32 holders, $45.6bn
Q1 20213 holders, $160m32 holders, $49.9bn
Q2 20211 holders, $95m31 holders, $48.4bn
Q3 20211 holders, $108m31 holders, $48.9bn
Q4 20211 holders, $118m34 holders, $46.1bn
Q1 20221 holders, $108m35 holders, $37.9bn
Q2 20223 holders, $100m37 holders, $30.9bn
Q3 20222 holders, $109m41 holders, $26.8bn
Q4 20223 holders, $109m33 holders, $80.3bn
Q1 20232 holders, $90m34 holders, $33.4bn
Q2 20233 holders, $63m34 holders, $38.7bn
Q3 20232 holders, $57m32 holders, $39.4bn
Q4 20232 holders, $77m30 holders, $45.0bn
Q1 20242 holders, $75m37 holders, $52.6bn
Q2 20242 holders, $69m36 holders, $52.8bn
Q3 20242 holders, $72m29 holders, $50.1bn
Q4 20242 holders, $88m30 holders, $55.8bn
Q1 20253 holders, $76m35 holders, $51.3bn
Q2 20252 holders, $94m38 holders, $59.8bn
Q3 20252 holders, $123m36 holders, $63.3bn
Q4 20252 holders, $103m36 holders, $57.9bn
Q1 20262 holders, $125m39 holders, $51.7bn
Q2 20262 holders, $136m43 holders, $54.6bn
LKFN

Lakeland Finl Corp

Holders
2
Reported value
$123m
Buyers
2
Sellers
0

Breadth +2 among 95 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
JPM

JPMorgan Chase & Co

Holders
36
Reported value
$63.3bn
Buyers
21
Sellers
17

Breadth +4 among 95 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q3 2025

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LKFN (0)

None.

Only JPM (34)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, 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, Holocene Advisors 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, and 9 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.

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