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CFG · 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.

CFGJPM
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.
  • CFG
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterCFGJPM
Q3 202011 holders, $821m35 holders, $33.0bn
Q4 20208 holders, $1.0bn32 holders, $45.6bn
Q1 202114 holders, $1.7bn32 holders, $49.9bn
Q2 202112 holders, $1.6bn31 holders, $48.4bn
Q3 202110 holders, $1.5bn31 holders, $48.9bn
Q4 202112 holders, $1.7bn34 holders, $46.1bn
Q1 202214 holders, $2.1bn35 holders, $37.9bn
Q2 202214 holders, $1.7bn37 holders, $30.9bn
Q3 202215 holders, $1.5bn41 holders, $26.8bn
Q4 202212 holders, $1.5bn33 holders, $80.3bn
Q1 202310 holders, $902m34 holders, $33.4bn
Q2 202315 holders, $729m34 holders, $38.7bn
Q3 202316 holders, $1.0bn32 holders, $39.4bn
Q4 202312 holders, $1.1bn30 holders, $45.0bn
Q1 202411 holders, $1.3bn37 holders, $52.6bn
Q2 202419 holders, $1.6bn36 holders, $52.8bn
Q3 202419 holders, $3.4bn29 holders, $50.1bn
Q4 202414 holders, $3.5bn30 holders, $55.8bn
Q1 202514 holders, $3.1bn35 holders, $51.3bn
Q2 202516 holders, $3.5bn38 holders, $59.8bn
Q3 202518 holders, $4.1bn36 holders, $63.3bn
Q4 202517 holders, $4.6bn36 holders, $57.9bn
Q1 202619 holders, $4.7bn39 holders, $51.7bn
Q2 202615 holders, $4.7bn43 holders, $54.6bn
CFG

Citizens Finl Group Inc

Holders
19
Reported value
$4.7bn
Buyers
18
Sellers
18

Breadth 0 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 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CFG (5)

Balyasny Asset Management LLC, Bridgewater Associates LP, Freestone Grove Partners LP, Maverick Capital Ltd, Point72 Asset Management LP

Only JPM (25)

AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Caxton Associates LLP, Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC, Woodline Partners LP

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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