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NTRS · 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.
  • NTRS
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterNTRSJPM
Q3 202011 holders, $1.5bn35 holders, $33.0bn
Q4 202013 holders, $1.8bn32 holders, $45.6bn
Q1 202112 holders, $2.0bn32 holders, $49.9bn
Q2 202112 holders, $2.1bn31 holders, $48.4bn
Q3 202114 holders, $2.1bn31 holders, $48.9bn
Q4 202114 holders, $2.5bn34 holders, $46.1bn
Q1 202212 holders, $2.5bn35 holders, $37.9bn
Q2 202212 holders, $1.8bn37 holders, $30.9bn
Q3 202212 holders, $1.4bn41 holders, $26.8bn
Q4 20228 holders, $1.5bn33 holders, $80.3bn
Q1 20237 holders, $1.7bn34 holders, $33.4bn
Q2 202310 holders, $1.4bn34 holders, $38.7bn
Q3 202310 holders, $1.3bn32 holders, $39.4bn
Q4 20239 holders, $2.1bn30 holders, $45.0bn
Q1 202413 holders, $2.5bn37 holders, $52.6bn
Q2 20249 holders, $2.6bn36 holders, $52.8bn
Q3 20248 holders, $2.7bn29 holders, $50.1bn
Q4 202411 holders, $3.4bn30 holders, $55.8bn
Q1 202510 holders, $3.3bn35 holders, $51.3bn
Q2 202513 holders, $4.3bn38 holders, $59.8bn
Q3 202512 holders, $4.0bn36 holders, $63.3bn
Q4 202510 holders, $3.8bn36 holders, $57.9bn
Q1 202611 holders, $3.5bn39 holders, $51.7bn
Q2 202610 holders, $4.1bn43 holders, $54.6bn
NTRS

Northern TR Corp

Holders
10
Reported value
$3.8bn
Buyers
11
Sellers
20

Breadth -9 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 38 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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