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JPM · WFC 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.

JPMWFC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • JPM
  • WFC
0204060202120222023202420252026
Holders and value by quarter
QuarterJPMWFC
Q3 202035 holders, $33.0bn34 holders, $15.9bn
Q4 202032 holders, $45.6bn33 holders, $19.5bn
Q1 202132 holders, $49.9bn31 holders, $23.4bn
Q2 202131 holders, $48.4bn33 holders, $28.0bn
Q3 202131 holders, $48.9bn28 holders, $27.7bn
Q4 202134 holders, $46.1bn32 holders, $28.6bn
Q1 202235 holders, $37.9bn37 holders, $28.8bn
Q2 202237 holders, $30.9bn32 holders, $24.1bn
Q3 202241 holders, $26.8bn28 holders, $25.5bn
Q4 202233 holders, $80.3bn33 holders, $25.2bn
Q1 202334 holders, $33.4bn34 holders, $21.5bn
Q2 202334 holders, $38.7bn29 holders, $23.4bn
Q3 202332 holders, $39.4bn30 holders, $22.9bn
Q4 202330 holders, $45.0bn32 holders, $27.2bn
Q1 202437 holders, $52.6bn27 holders, $33.6bn
Q2 202436 holders, $52.8bn37 holders, $34.1bn
Q3 202429 holders, $50.1bn35 holders, $32.0bn
Q4 202430 holders, $55.8bn42 holders, $38.9bn
Q1 202535 holders, $51.3bn39 holders, $38.2bn
Q2 202538 holders, $59.8bn33 holders, $41.6bn
Q3 202536 holders, $63.3bn29 holders, $41.5bn
Q4 202536 holders, $57.9bn29 holders, $43.6bn
Q1 202639 holders, $51.7bn34 holders, $36.8bn
Q2 202643 holders, $54.6bn41 holders, $38.2bn
JPM

JPMorgan Chase & Co

Holders
36
Reported value
$57.9bn
Buyers
18
Sellers
25

Breadth -7 among 92 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
WFC

Wells Fargo & Co

Holders
29
Reported value
$43.6bn
Buyers
17
Sellers
22

Breadth -5 among 92 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q4 2025

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only JPM (11)

Arrowstreet Capital LP, Balyasny Asset Management LLC, Discovery Capital Management LLC, Holocene Advisors LP, Jane Street Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP

Only WFC (4)

Bridgewater Associates LP, Caxton Associates LLP, Marshall Wace LLP, Rokos Capital Management LLP

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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