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WAL · 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.

WALJPM
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.
  • WAL
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterWALJPM
Q3 20206 holders, $457m35 holders, $33.0bn
Q4 20204 holders, $950m32 holders, $45.6bn
Q1 20215 holders, $1.6bn32 holders, $49.9bn
Q2 20216 holders, $1.5bn31 holders, $48.4bn
Q3 20216 holders, $2.0bn31 holders, $48.9bn
Q4 20219 holders, $2.1bn34 holders, $46.1bn
Q1 20228 holders, $1.6bn35 holders, $37.9bn
Q2 20227 holders, $1.5bn37 holders, $30.9bn
Q3 20225 holders, $913m41 holders, $26.8bn
Q4 20229 holders, $641m33 holders, $80.3bn
Q1 20239 holders, $707m34 holders, $33.4bn
Q2 20236 holders, $335m34 holders, $38.7bn
Q3 20239 holders, $650m32 holders, $39.4bn
Q4 20238 holders, $720m30 holders, $45.0bn
Q1 202412 holders, $1.1bn37 holders, $52.6bn
Q2 202410 holders, $1.1bn36 holders, $52.8bn
Q3 20249 holders, $1.6bn29 holders, $50.1bn
Q4 20247 holders, $1.4bn30 holders, $55.8bn
Q1 20255 holders, $1.2bn35 holders, $51.3bn
Q2 20257 holders, $1.3bn38 holders, $59.8bn
Q3 202510 holders, $1.6bn36 holders, $63.3bn
Q4 20258 holders, $1.6bn36 holders, $57.9bn
Q1 202614 holders, $1.6bn39 holders, $51.7bn
Q2 20268 holders, $1.9bn43 holders, $54.6bn
WAL

Western Alliance Bancorp

Holders
14
Reported value
$1.6bn
Buyers
21
Sellers
10

Breadth +11 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 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WAL (4)

Bridgewater Associates LP, Farallon Capital Management LLC, Maverick Capital Ltd, Winton Group Ltd

Only JPM (29)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, 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, and 4 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.

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