Holders over time
- FHN
- JPM
| Quarter | FHN | JPM |
|---|---|---|
| Q3 2020 | 7 holders, $604m | 35 holders, $33.0bn |
| Q4 2020 | 9 holders, $791m | 32 holders, $45.6bn |
| Q1 2021 | 7 holders, $842m | 32 holders, $49.9bn |
| Q2 2021 | 5 holders, $727m | 31 holders, $48.4bn |
| Q3 2021 | 5 holders, $598m | 31 holders, $48.9bn |
| Q4 2021 | 6 holders, $165m | 34 holders, $46.1bn |
| Q1 2022 | 7 holders, $115m | 35 holders, $37.9bn |
| Q2 2022 | 13 holders, $607m | 37 holders, $30.9bn |
| Q3 2022 | 16 holders, $527m | 41 holders, $26.8bn |
| Q4 2022 | 13 holders, $608m | 33 holders, $80.3bn |
| Q1 2023 | 8 holders, $352m | 34 holders, $33.4bn |
| Q2 2023 | 12 holders, $690m | 34 holders, $38.7bn |
| Q3 2023 | 17 holders, $663m | 32 holders, $39.4bn |
| Q4 2023 | 16 holders, $844m | 30 holders, $45.0bn |
| Q1 2024 | 14 holders, $619m | 37 holders, $52.6bn |
| Q2 2024 | 14 holders, $571m | 36 holders, $52.8bn |
| Q3 2024 | 10 holders, $367m | 29 holders, $50.1bn |
| Q4 2024 | 14 holders, $932m | 30 holders, $55.8bn |
| Q1 2025 | 10 holders, $651m | 35 holders, $51.3bn |
| Q2 2025 | 10 holders, $716m | 38 holders, $59.8bn |
| Q3 2025 | 16 holders, $826m | 36 holders, $63.3bn |
| Q4 2025 | 16 holders, $677m | 36 holders, $57.9bn |
| Q1 2026 | 13 holders, $589m | 39 holders, $51.7bn |
| Q2 2026 | 15 holders, $717m | 43 holders, $54.6bn |
First Horizon Corporation
- Holders
- 13
- Reported value
- $589m
- Buyers
- 15
- Sellers
- 22
Breadth -7 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 (8)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Millennium Management LLC, Verition Fund Management LLC
Only FHN (5)
Balyasny Asset Management LLC, Bridgewater Associates LP, Freestone Grove Partners LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC
Only JPM (31)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 6 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.