Holders over time
- BAP
- JPM
| Quarter | BAP | JPM |
|---|---|---|
| Q3 2020 | 12 holders, $2.1bn | 35 holders, $33.0bn |
| Q4 2020 | 12 holders, $3.0bn | 32 holders, $45.6bn |
| Q1 2021 | 12 holders, $2.2bn | 32 holders, $49.9bn |
| Q2 2021 | 6 holders, $1.1bn | 31 holders, $48.4bn |
| Q3 2021 | 5 holders, $1.3bn | 31 holders, $48.9bn |
| Q4 2021 | 8 holders, $1.2bn | 34 holders, $46.1bn |
| Q1 2022 | 7 holders, $2.2bn | 35 holders, $37.9bn |
| Q2 2022 | 7 holders, $1.1bn | 37 holders, $30.9bn |
| Q3 2022 | 9 holders, $1.8bn | 41 holders, $26.8bn |
| Q4 2022 | 12 holders, $1.7bn | 33 holders, $80.3bn |
| Q1 2023 | 12 holders, $1.7bn | 34 holders, $33.4bn |
| Q2 2023 | 12 holders, $2.3bn | 34 holders, $38.7bn |
| Q3 2023 | 9 holders, $1.6bn | 32 holders, $39.4bn |
| Q4 2023 | 9 holders, $2.2bn | 30 holders, $45.0bn |
| Q1 2024 | 8 holders, $2.6bn | 37 holders, $52.6bn |
| Q2 2024 | 9 holders, $2.6bn | 36 holders, $52.8bn |
| Q3 2024 | 11 holders, $2.9bn | 29 holders, $50.1bn |
| Q4 2024 | 9 holders, $2.7bn | 30 holders, $55.8bn |
| Q1 2025 | 12 holders, $2.8bn | 35 holders, $51.3bn |
| Q2 2025 | 12 holders, $3.2bn | 38 holders, $59.8bn |
| Q3 2025 | 12 holders, $4.7bn | 36 holders, $63.3bn |
| Q4 2025 | 14 holders, $4.8bn | 36 holders, $57.9bn |
| Q1 2026 | 14 holders, $6.3bn | 39 holders, $51.7bn |
| Q2 2026 | 12 holders, $7.1bn | 43 holders, $54.6bn |
Credicorp LTD
- Holders
- 14
- Reported value
- $6.3bn
- Buyers
- 13
- Sellers
- 21
Breadth -8 among 91 comparable managers.
JPMorgan Chase & Co
- Holders
- 39
- Reported value
- $51.7bn
- Buyers
- 24
- Sellers
- 20
Breadth +4 among 91 comparable managers.
Who holds both, Q1 2026
Both (11)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), Man Group PLC, MFS Investment Management
Only BAP (3)
Only JPM (28)
AllianceBernstein LP, AQR Capital Management LLC, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, and 3 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.