Holders over time
- PNFP
- JPM
| Quarter | PNFP | JPM |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 35 holders, $33.0bn |
| Q4 2020 | none listed holders, n.a. | 32 holders, $45.6bn |
| Q1 2021 | none listed holders, n.a. | 32 holders, $49.9bn |
| Q2 2021 | none listed holders, n.a. | 31 holders, $48.4bn |
| Q3 2021 | none listed holders, n.a. | 31 holders, $48.9bn |
| Q4 2021 | none listed holders, n.a. | 34 holders, $46.1bn |
| Q1 2022 | none listed holders, n.a. | 35 holders, $37.9bn |
| Q2 2022 | none listed holders, n.a. | 37 holders, $30.9bn |
| Q3 2022 | none listed holders, n.a. | 41 holders, $26.8bn |
| Q4 2022 | none listed holders, n.a. | 33 holders, $80.3bn |
| Q1 2023 | none listed holders, n.a. | 34 holders, $33.4bn |
| Q2 2023 | none listed holders, n.a. | 34 holders, $38.7bn |
| Q3 2023 | none listed holders, n.a. | 32 holders, $39.4bn |
| Q4 2023 | none listed holders, n.a. | 30 holders, $45.0bn |
| Q1 2024 | none listed holders, n.a. | 37 holders, $52.6bn |
| Q2 2024 | none listed holders, n.a. | 36 holders, $52.8bn |
| Q3 2024 | none listed holders, n.a. | 29 holders, $50.1bn |
| Q4 2024 | none listed holders, n.a. | 30 holders, $55.8bn |
| Q1 2025 | none listed holders, n.a. | 35 holders, $51.3bn |
| Q2 2025 | none listed holders, n.a. | 38 holders, $59.8bn |
| Q3 2025 | none listed holders, n.a. | 36 holders, $63.3bn |
| Q4 2025 | none listed holders, n.a. | 36 holders, $57.9bn |
| Q1 2026 | 16 holders, $2.5bn | 39 holders, $51.7bn |
| Q2 2026 | 13 holders, $3.4bn | 43 holders, $54.6bn |
- Holders
- 16
- Reported value
- $2.5bn
- Buyers
- 34
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
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 (11)
AQR Capital Management LLC, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Quantbot Technologies LP, Verition Fund Management LLC, Wellington Management Group LLP
Only PNFP (5)
Balyasny Asset Management LLC, Freestone Grove Partners LP, Maverick Capital Ltd, Point72 Asset Management LP, Winton Group Ltd
Only JPM (28)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Discovery Capital Management LLC, Dodge & Cox, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, and 3 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.