Holders over time
- ONB
- JPM
| Quarter | ONB | JPM |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 35 holders, $33.0bn |
| Q4 2020 | 1 holders, $9.1m | 32 holders, $45.6bn |
| Q1 2021 | 1 holders, $11m | 32 holders, $49.9bn |
| Q2 2021 | none listed holders, n.a. | 31 holders, $48.4bn |
| Q3 2021 | 2 holders, $4.8m | 31 holders, $48.9bn |
| Q4 2021 | 2 holders, $9.9m | 34 holders, $46.1bn |
| Q1 2022 | 4 holders, $63m | 35 holders, $37.9bn |
| Q2 2022 | 3 holders, $87m | 37 holders, $30.9bn |
| Q3 2022 | 6 holders, $103m | 41 holders, $26.8bn |
| Q4 2022 | 5 holders, $102m | 33 holders, $80.3bn |
| Q1 2023 | 4 holders, $54m | 34 holders, $33.4bn |
| Q2 2023 | 3 holders, $53m | 34 holders, $38.7bn |
| Q3 2023 | 2 holders, $41m | 32 holders, $39.4bn |
| Q4 2023 | 2 holders, $70m | 30 holders, $45.0bn |
| Q1 2024 | 2 holders, $72m | 37 holders, $52.6bn |
| Q2 2024 | 3 holders, $106m | 36 holders, $52.8bn |
| Q3 2024 | 2 holders, $89m | 29 holders, $50.1bn |
| Q4 2024 | 6 holders, $484m | 30 holders, $55.8bn |
| Q1 2025 | 8 holders, $831m | 35 holders, $51.3bn |
| Q2 2025 | 6 holders, $745m | 38 holders, $59.8bn |
| Q3 2025 | 7 holders, $875m | 36 holders, $63.3bn |
| Q4 2025 | 8 holders, $1.0bn | 36 holders, $57.9bn |
| Q1 2026 | 6 holders, $967m | 39 holders, $51.7bn |
| Q2 2026 | 5 holders, $1.0bn | 43 holders, $54.6bn |
Old Natl Bancorp Ind
- Holders
- 8
- Reported value
- $1.0bn
- Buyers
- 15
- Sellers
- 10
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 (5)
Balyasny Asset Management LLC, Fidelity (FMR LLC), Holocene Advisors LP, Soros Fund Management LLC, Verition Fund Management LLC
Only ONB (3)
First Eagle Investment Management LLC, Freestone Grove Partners LP, Schonfeld Strategic Advisors LLC
Only JPM (31)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, 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, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 6 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.