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NTB · 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.

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.
  • NTB
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterNTBJPM
Q3 20201 holders, $41m35 holders, $33.0bn
Q4 20201 holders, $61m32 holders, $45.6bn
Q1 20211 holders, $75m32 holders, $49.9bn
Q2 20211 holders, $75m31 holders, $48.4bn
Q3 20211 holders, $84m31 holders, $48.9bn
Q4 20211 holders, $90m34 holders, $46.1bn
Q1 20221 holders, $80m35 holders, $37.9bn
Q2 20222 holders, $79m37 holders, $30.9bn
Q3 20222 holders, $86m41 holders, $26.8bn
Q4 20222 holders, $86m33 holders, $80.3bn
Q1 20232 holders, $58m34 holders, $33.4bn
Q2 2023none listed holders, n.a.34 holders, $38.7bn
Q3 20231 holders, $2.7m32 holders, $39.4bn
Q4 20231 holders, $3.2m30 holders, $45.0bn
Q1 20241 holders, $3.2m37 holders, $52.6bn
Q2 20241 holders, $3.5m36 holders, $52.8bn
Q3 20241 holders, $3.7m29 holders, $50.1bn
Q4 2024none listed holders, n.a.30 holders, $55.8bn
Q1 20251 holders, $1.1m35 holders, $51.3bn
Q2 20251 holders, $1.2m38 holders, $59.8bn
Q3 20251 holders, $1.2m36 holders, $63.3bn
Q4 20252 holders, $13m36 holders, $57.9bn
Q1 20263 holders, $18m39 holders, $51.7bn
Q2 20263 holders, $24m43 holders, $54.6bn
NTB

Bank of N T Butterfield & So

Holders
3
Reported value
$18m
Buyers
11
Sellers
11

Breadth 0 among 91 comparable managers.

JPM

JPMorgan Chase & Co

Holders
39
Reported value
$51.7bn
Buyers
24
Sellers
20

Breadth +4 among 91 comparable managers.

Who holds both, Q1 2026

Among the 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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