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BNY · 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.

BNYJPM
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.
  • BNY
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterBNYJPM
Q3 202024 holders, $8.3bn35 holders, $33.0bn
Q4 202028 holders, $10.6bn32 holders, $45.6bn
Q1 202123 holders, $11.2bn32 holders, $49.9bn
Q2 202128 holders, $11.9bn31 holders, $48.4bn
Q3 202118 holders, $11.7bn31 holders, $48.9bn
Q4 202119 holders, $12.6bn34 holders, $46.1bn
Q1 202227 holders, $10.5bn35 holders, $37.9bn
Q2 202220 holders, $8.7bn37 holders, $30.9bn
Q3 202224 holders, $7.8bn41 holders, $26.8bn
Q4 202230 holders, $8.6bn33 holders, $80.3bn
Q1 202332 holders, $7.3bn34 holders, $33.4bn
Q2 202328 holders, $7.0bn34 holders, $38.7bn
Q3 202322 holders, $6.1bn32 holders, $39.4bn
Q4 202319 holders, $7.2bn30 holders, $45.0bn
Q1 202421 holders, $7.8bn37 holders, $52.6bn
Q2 202424 holders, $8.3bn36 holders, $52.8bn
Q3 202422 holders, $10.1bn29 holders, $50.1bn
Q4 202421 holders, $10.7bn30 holders, $55.8bn
Q1 202521 holders, $11.3bn35 holders, $51.3bn
Q2 202520 holders, $11.6bn38 holders, $59.8bn
Q3 202522 holders, $13.5bn36 holders, $63.3bn
Q4 202523 holders, $12.6bn36 holders, $57.9bn
Q1 202625 holders, $12.8bn39 holders, $51.7bn
Q2 202630 holders, $14.7bn43 holders, $54.6bn
BNY

Bank of Ny Mellon Corp

Holders
25
Reported value
$12.8bn
Buyers
20
Sellers
21

Breadth -1 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
JPM

JPMorgan Chase & Co

Holders
39
Reported value
$51.7bn
Buyers
24
Sellers
20

Breadth +4 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BNY (4)

Bridgewater Associates LP, First Eagle Investment Management LLC, Marshall Wace LLP, Point72 Asset Management LP

Only JPM (18)

Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Discovery Capital Management LLC, ExodusPoint Capital Management LP, Jane Street Group LLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC

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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