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BBT · 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.
  • BBT
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterBBTJPM
Q3 2020none listed holders, n.a.35 holders, $33.0bn
Q4 2020none listed holders, n.a.32 holders, $45.6bn
Q1 2021none listed holders, n.a.32 holders, $49.9bn
Q2 2021none listed holders, n.a.31 holders, $48.4bn
Q3 2021none listed holders, n.a.31 holders, $48.9bn
Q4 2021none listed holders, n.a.34 holders, $46.1bn
Q1 2022none listed holders, n.a.35 holders, $37.9bn
Q2 20221 holders, $5.6m37 holders, $30.9bn
Q3 2022none listed holders, n.a.41 holders, $26.8bn
Q4 2022none listed holders, n.a.33 holders, $80.3bn
Q1 2023none listed holders, n.a.34 holders, $33.4bn
Q2 20231 holders, $246k34 holders, $38.7bn
Q3 20232 holders, $759k32 holders, $39.4bn
Q4 20232 holders, $750k30 holders, $45.0bn
Q1 2024none listed holders, n.a.37 holders, $52.6bn
Q2 20241 holders, $412k36 holders, $52.8bn
Q3 20242 holders, $1.1m29 holders, $50.1bn
Q4 20243 holders, $16m30 holders, $55.8bn
Q1 20251 holders, $15m35 holders, $51.3bn
Q2 20251 holders, $10m38 holders, $59.8bn
Q3 20254 holders, $28m36 holders, $63.3bn
Q4 20252 holders, $61m36 holders, $57.9bn
Q1 20265 holders, $226m39 holders, $51.7bn
Q2 20265 holders, $266m43 holders, $54.6bn
BBT

Berkshire Hills Bancorp Inc

Holders
2
Reported value
$61m
Buyers
13
Sellers
16

Breadth -3 among 92 comparable managers.

JPM

JPMorgan Chase & Co

Holders
36
Reported value
$57.9bn
Buyers
18
Sellers
25

Breadth -7 among 92 comparable managers.

Who holds both, Q4 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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