Holders over time
- COLB
- JPM
| Quarter | COLB | JPM |
|---|---|---|
| Q3 2020 | 2 holders, $71m | 35 holders, $33.0bn |
| Q4 2020 | 2 holders, $99m | 32 holders, $45.6bn |
| Q1 2021 | 2 holders, $149m | 32 holders, $49.9bn |
| Q2 2021 | 3 holders, $123m | 31 holders, $48.4bn |
| Q3 2021 | 2 holders, $118m | 31 holders, $48.9bn |
| Q4 2021 | 3 holders, $96m | 34 holders, $46.1bn |
| Q1 2022 | 4 holders, $98m | 35 holders, $37.9bn |
| Q2 2022 | 4 holders, $63m | 37 holders, $30.9bn |
| Q3 2022 | 4 holders, $58m | 41 holders, $26.8bn |
| Q4 2022 | 4 holders, $58m | 33 holders, $80.3bn |
| Q1 2023 | 8 holders, $302m | 34 holders, $33.4bn |
| Q2 2023 | 5 holders, $226m | 34 holders, $38.7bn |
| Q3 2023 | 3 holders, $170m | 32 holders, $39.4bn |
| Q4 2023 | 7 holders, $290m | 30 holders, $45.0bn |
| Q1 2024 | 6 holders, $183m | 37 holders, $52.6bn |
| Q2 2024 | 6 holders, $213m | 36 holders, $52.8bn |
| Q3 2024 | 6 holders, $449m | 29 holders, $50.1bn |
| Q4 2024 | 4 holders, $239m | 30 holders, $55.8bn |
| Q1 2025 | 3 holders, $174m | 35 holders, $51.3bn |
| Q2 2025 | 6 holders, $313m | 38 holders, $59.8bn |
| Q3 2025 | 7 holders, $660m | 36 holders, $63.3bn |
| Q4 2025 | 11 holders, $1.1bn | 36 holders, $57.9bn |
| Q1 2026 | 8 holders, $894m | 39 holders, $51.7bn |
| Q2 2026 | 6 holders, $921m | 43 holders, $54.6bn |
Columbia BKG Sys Inc
- Holders
- 11
- Reported value
- $1.1bn
- Buyers
- 18
- Sellers
- 13
Breadth +5 among 92 comparable managers.
JPMorgan Chase & Co
- Holders
- 36
- Reported value
- $57.9bn
- Buyers
- 18
- Sellers
- 25
Breadth -7 among 92 comparable managers.
Who holds both, Q4 2025
Both (7)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, GAMCO Investors Inc, MFS Investment Management, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only COLB (4)
ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Winton Group Ltd
Only JPM (29)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), 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, Millennium Management LLC, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers 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.