Holders over time
- ZION
- JPM
| Quarter | ZION | JPM |
|---|---|---|
| Q3 2020 | 12 holders, $611m | 35 holders, $33.0bn |
| Q4 2020 | 9 holders, $1.1bn | 32 holders, $45.6bn |
| Q1 2021 | 9 holders, $1.4bn | 32 holders, $49.9bn |
| Q2 2021 | 8 holders, $1.3bn | 31 holders, $48.4bn |
| Q3 2021 | 7 holders, $1.4bn | 31 holders, $48.9bn |
| Q4 2021 | 8 holders, $1.2bn | 34 holders, $46.1bn |
| Q1 2022 | 12 holders, $1.3bn | 35 holders, $37.9bn |
| Q2 2022 | 14 holders, $873m | 37 holders, $30.9bn |
| Q3 2022 | 10 holders, $786m | 41 holders, $26.8bn |
| Q4 2022 | 13 holders, $657m | 33 holders, $80.3bn |
| Q1 2023 | 11 holders, $291m | 34 holders, $33.4bn |
| Q2 2023 | 8 holders, $207m | 34 holders, $38.7bn |
| Q3 2023 | 11 holders, $347m | 32 holders, $39.4bn |
| Q4 2023 | 8 holders, $308m | 30 holders, $45.0bn |
| Q1 2024 | 14 holders, $490m | 37 holders, $52.6bn |
| Q2 2024 | 11 holders, $502m | 36 holders, $52.8bn |
| Q3 2024 | 10 holders, $490m | 29 holders, $50.1bn |
| Q4 2024 | 12 holders, $659m | 30 holders, $55.8bn |
| Q1 2025 | 13 holders, $636m | 35 holders, $51.3bn |
| Q2 2025 | 12 holders, $507m | 38 holders, $59.8bn |
| Q3 2025 | 12 holders, $740m | 36 holders, $63.3bn |
| Q4 2025 | 13 holders, $533m | 36 holders, $57.9bn |
| Q1 2026 | 11 holders, $568m | 39 holders, $51.7bn |
| Q2 2026 | 14 holders, $780m | 43 holders, $54.6bn |
Zions Bancorporation Natl AS
- Holders
- 13
- Reported value
- $533m
- Buyers
- 22
- Sellers
- 12
Breadth +10 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 (7)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Holocene Advisors LP, Millennium Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC
Only ZION (6)
Bridgewater Associates LP, ExodusPoint Capital Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only JPM (29)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, 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, Fidelity (FMR LLC), 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, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 4 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.