Holders over time
- EWBC
- JPM
| Quarter | EWBC | JPM |
|---|---|---|
| Q3 2020 | 5 holders, $127m | 35 holders, $33.0bn |
| Q4 2020 | 10 holders, $547m | 32 holders, $45.6bn |
| Q1 2021 | 10 holders, $1.0bn | 32 holders, $49.9bn |
| Q2 2021 | 10 holders, $1.0bn | 31 holders, $48.4bn |
| Q3 2021 | 14 holders, $1.1bn | 31 holders, $48.9bn |
| Q4 2021 | 11 holders, $939m | 34 holders, $46.1bn |
| Q1 2022 | 16 holders, $1.1bn | 35 holders, $37.9bn |
| Q2 2022 | 12 holders, $881m | 37 holders, $30.9bn |
| Q3 2022 | 9 holders, $865m | 41 holders, $26.8bn |
| Q4 2022 | 15 holders, $773m | 33 holders, $80.3bn |
| Q1 2023 | 10 holders, $701m | 34 holders, $33.4bn |
| Q2 2023 | 12 holders, $968m | 34 holders, $38.7bn |
| Q3 2023 | 12 holders, $1.0bn | 32 holders, $39.4bn |
| Q4 2023 | 9 holders, $1.4bn | 30 holders, $45.0bn |
| Q1 2024 | 6 holders, $1.5bn | 37 holders, $52.6bn |
| Q2 2024 | 6 holders, $1.3bn | 36 holders, $52.8bn |
| Q3 2024 | 6 holders, $1.5bn | 29 holders, $50.1bn |
| Q4 2024 | 7 holders, $1.8bn | 30 holders, $55.8bn |
| Q1 2025 | 6 holders, $1.7bn | 35 holders, $51.3bn |
| Q2 2025 | 7 holders, $2.3bn | 38 holders, $59.8bn |
| Q3 2025 | 6 holders, $2.3bn | 36 holders, $63.3bn |
| Q4 2025 | 9 holders, $2.5bn | 36 holders, $57.9bn |
| Q1 2026 | 11 holders, $2.8bn | 39 holders, $51.7bn |
| Q2 2026 | 10 holders, $3.4bn | 43 holders, $54.6bn |
East West Bancorp Inc
- Holders
- 9
- Reported value
- $2.5bn
- Buyers
- 18
- Sellers
- 12
Breadth +6 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 (8)
AQR Capital Management LLC, Capital Research Global Investors, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only EWBC (1)
Only JPM (28)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, 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, Two Sigma Investments LP, and 3 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.