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JPM · C 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.

JPMC
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.
  • JPM
  • C
0204060202120222023202420252026
Holders and value by quarter
QuarterJPMC
Q3 202035 holders, $33.0bn29 holders, $10.2bn
Q4 202032 holders, $45.6bn35 holders, $16.2bn
Q1 202132 holders, $49.9bn30 holders, $18.8bn
Q2 202131 holders, $48.4bn31 holders, $17.8bn
Q3 202131 holders, $48.9bn35 holders, $16.0bn
Q4 202134 holders, $46.1bn38 holders, $13.9bn
Q1 202235 holders, $37.9bn31 holders, $13.3bn
Q2 202237 holders, $30.9bn27 holders, $11.0bn
Q3 202241 holders, $26.8bn31 holders, $10.2bn
Q4 202233 holders, $80.3bn32 holders, $10.8bn
Q1 202334 holders, $33.4bn33 holders, $11.0bn
Q2 202334 holders, $38.7bn33 holders, $10.4bn
Q3 202332 holders, $39.4bn30 holders, $8.5bn
Q4 202330 holders, $45.0bn41 holders, $12.0bn
Q1 202437 holders, $52.6bn35 holders, $14.9bn
Q2 202436 holders, $52.8bn38 holders, $15.9bn
Q3 202429 holders, $50.1bn38 holders, $15.5bn
Q4 202430 holders, $55.8bn35 holders, $15.8bn
Q1 202535 holders, $51.3bn32 holders, $15.4bn
Q2 202538 holders, $59.8bn37 holders, $18.2bn
Q3 202536 holders, $63.3bn36 holders, $22.0bn
Q4 202536 holders, $57.9bn36 holders, $24.4bn
Q1 202639 holders, $51.7bn39 holders, $22.8bn
Q2 202643 holders, $54.6bn33 holders, $25.2bn
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
C

Citigroup Inc

Holders
39
Reported value
$22.8bn
Buyers
19
Sellers
25

Breadth -6 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q1 2026

Among the 49 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only JPM (10)

Arrowstreet Capital LP, Capital Research Global Investors, Discovery Capital Management LLC, Dodge & Cox, Holocene Advisors LP, Janus Henderson Group Ltd, Markel Group Inc, Soros Fund Management LLC, Viking Global Investors LP, Wellington Management Group LLP

Only C (10)

Balyasny Asset Management LLC, Bridgewater Associates LP, Farallon Capital Management LLC, Freestone Grove Partners LP, Marshall Wace LLP, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, Winton Group Ltd

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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