Holders over time
- SSB
- JPM
| Quarter | SSB | JPM |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 35 holders, $33.0bn |
| Q4 2020 | none listed holders, n.a. | 32 holders, $45.6bn |
| Q1 2021 | none listed holders, n.a. | 32 holders, $49.9bn |
| Q2 2021 | none listed holders, n.a. | 31 holders, $48.4bn |
| Q3 2021 | none listed holders, n.a. | 31 holders, $48.9bn |
| Q4 2021 | none listed holders, n.a. | 34 holders, $46.1bn |
| Q1 2022 | none listed holders, n.a. | 35 holders, $37.9bn |
| Q2 2022 | none listed holders, n.a. | 37 holders, $30.9bn |
| Q3 2022 | none listed holders, n.a. | 41 holders, $26.8bn |
| Q4 2022 | none listed holders, n.a. | 33 holders, $80.3bn |
| Q1 2023 | none listed holders, n.a. | 34 holders, $33.4bn |
| Q2 2023 | none listed holders, n.a. | 34 holders, $38.7bn |
| Q3 2023 | none listed holders, n.a. | 32 holders, $39.4bn |
| Q4 2023 | none listed holders, n.a. | 30 holders, $45.0bn |
| Q1 2024 | none listed holders, n.a. | 37 holders, $52.6bn |
| Q2 2024 | none listed holders, n.a. | 36 holders, $52.8bn |
| Q3 2024 | none listed holders, n.a. | 29 holders, $50.1bn |
| Q4 2024 | none listed holders, n.a. | 30 holders, $55.8bn |
| Q1 2025 | none listed holders, n.a. | 35 holders, $51.3bn |
| Q2 2025 | none listed holders, n.a. | 38 holders, $59.8bn |
| Q3 2025 | 8 holders, $608m | 36 holders, $63.3bn |
| Q4 2025 | 7 holders, $399m | 36 holders, $57.9bn |
| Q1 2026 | 10 holders, $538m | 39 holders, $51.7bn |
| Q2 2026 | 10 holders, $560m | 43 holders, $54.6bn |
- Holders
- 8
- Reported value
- $608m
- Buyers
- 8
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
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)
AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, GAMCO Investors Inc, Holocene Advisors LP, Millennium Management LLC, Verition Fund Management LLC
Only SSB (1)
Only JPM (29)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), 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, Neuberger Berman Group LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, 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.