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USB · 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.

USBJPM
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.
  • USB
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterUSBJPM
Q3 202022 holders, $8.2bn35 holders, $33.0bn
Q4 202023 holders, $10.7bn32 holders, $45.6bn
Q1 202117 holders, $11.2bn32 holders, $49.9bn
Q2 202116 holders, $11.1bn31 holders, $48.4bn
Q3 202117 holders, $11.5bn31 holders, $48.9bn
Q4 202116 holders, $10.6bn34 holders, $46.1bn
Q1 202216 holders, $9.9bn35 holders, $37.9bn
Q2 202222 holders, $8.5bn37 holders, $30.9bn
Q3 202228 holders, $6.5bn41 holders, $26.8bn
Q4 202228 holders, $5.7bn33 holders, $80.3bn
Q1 202323 holders, $4.6bn34 holders, $33.4bn
Q2 202322 holders, $4.0bn34 holders, $38.7bn
Q3 202312 holders, $3.1bn32 holders, $39.4bn
Q4 202311 holders, $4.5bn30 holders, $45.0bn
Q1 202415 holders, $5.2bn37 holders, $52.6bn
Q2 202418 holders, $5.1bn36 holders, $52.8bn
Q3 202420 holders, $6.9bn29 holders, $50.1bn
Q4 202418 holders, $7.0bn30 holders, $55.8bn
Q1 202530 holders, $7.7bn35 holders, $51.3bn
Q2 202525 holders, $7.7bn38 holders, $59.8bn
Q3 202523 holders, $7.5bn36 holders, $63.3bn
Q4 202521 holders, $8.0bn36 holders, $57.9bn
Q1 202620 holders, $7.7bn39 holders, $51.7bn
Q2 202621 holders, $8.7bn43 holders, $54.6bn
USB

US Bancorp

Holders
21
Reported value
$8.0bn
Buyers
18
Sellers
18

Breadth 0 among 92 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
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

Who holds both, Q4 2025

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only USB (9)

Bridgewater Associates LP, Caxton Associates LLP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Marshall Wace LLP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Walleye Capital LLC

Only JPM (24)

Acadian Asset Management LLC, 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, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, Viking Global Investors LP, Wellington Management Group 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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