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WTFC · 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.

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.
  • WTFC
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterWTFCJPM
Q3 20203 holders, $250m35 holders, $33.0bn
Q4 20204 holders, $199m32 holders, $45.6bn
Q1 20212 holders, $271m32 holders, $49.9bn
Q2 20212 holders, $252m31 holders, $48.4bn
Q3 20214 holders, $286m31 holders, $48.9bn
Q4 20214 holders, $352m34 holders, $46.1bn
Q1 20226 holders, $294m35 holders, $37.9bn
Q2 202210 holders, $351m37 holders, $30.9bn
Q3 20229 holders, $285m41 holders, $26.8bn
Q4 202210 holders, $223m33 holders, $80.3bn
Q1 20237 holders, $226m34 holders, $33.4bn
Q2 20233 holders, $130m34 holders, $38.7bn
Q3 20234 holders, $456m32 holders, $39.4bn
Q4 20235 holders, $574m30 holders, $45.0bn
Q1 20247 holders, $734m37 holders, $52.6bn
Q2 20245 holders, $683m36 holders, $52.8bn
Q3 20245 holders, $820m29 holders, $50.1bn
Q4 20247 holders, $942m30 holders, $55.8bn
Q1 20255 holders, $802m35 holders, $51.3bn
Q2 20258 holders, $1.0bn38 holders, $59.8bn
Q3 20257 holders, $985m36 holders, $63.3bn
Q4 20258 holders, $1.2bn36 holders, $57.9bn
Q1 20267 holders, $1.1bn39 holders, $51.7bn
Q2 20268 holders, $1.2bn43 holders, $54.6bn
WTFC

Wintrust Finl Corp

Holders
7
Reported value
$985m
Buyers
2
Sellers
5

Breadth -3 among 95 comparable managers.

JPM

JPMorgan Chase & Co

Holders
36
Reported value
$63.3bn
Buyers
21
Sellers
17

Breadth +4 among 95 comparable managers.

Who holds both, Q3 2025

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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