Holders over time
- WTFC
- JPM
| Quarter | WTFC | JPM |
|---|---|---|
| Q3 2020 | 3 holders, $250m | 35 holders, $33.0bn |
| Q4 2020 | 4 holders, $199m | 32 holders, $45.6bn |
| Q1 2021 | 2 holders, $271m | 32 holders, $49.9bn |
| Q2 2021 | 2 holders, $252m | 31 holders, $48.4bn |
| Q3 2021 | 4 holders, $286m | 31 holders, $48.9bn |
| Q4 2021 | 4 holders, $352m | 34 holders, $46.1bn |
| Q1 2022 | 6 holders, $294m | 35 holders, $37.9bn |
| Q2 2022 | 10 holders, $351m | 37 holders, $30.9bn |
| Q3 2022 | 9 holders, $285m | 41 holders, $26.8bn |
| Q4 2022 | 10 holders, $223m | 33 holders, $80.3bn |
| Q1 2023 | 7 holders, $226m | 34 holders, $33.4bn |
| Q2 2023 | 3 holders, $130m | 34 holders, $38.7bn |
| Q3 2023 | 4 holders, $456m | 32 holders, $39.4bn |
| Q4 2023 | 5 holders, $574m | 30 holders, $45.0bn |
| Q1 2024 | 7 holders, $734m | 37 holders, $52.6bn |
| Q2 2024 | 5 holders, $683m | 36 holders, $52.8bn |
| Q3 2024 | 5 holders, $820m | 29 holders, $50.1bn |
| Q4 2024 | 7 holders, $942m | 30 holders, $55.8bn |
| Q1 2025 | 5 holders, $802m | 35 holders, $51.3bn |
| Q2 2025 | 8 holders, $1.0bn | 38 holders, $59.8bn |
| Q3 2025 | 7 holders, $985m | 36 holders, $63.3bn |
| Q4 2025 | 8 holders, $1.2bn | 36 holders, $57.9bn |
| Q1 2026 | 7 holders, $1.1bn | 39 holders, $51.7bn |
| Q2 2026 | 8 holders, $1.2bn | 43 holders, $54.6bn |
Wintrust Finl Corp
- Holders
- 7
- Reported value
- $1.1bn
- Buyers
- 13
- Sellers
- 12
Breadth +1 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 (7)
AllianceBernstein LP, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Janus Henderson Group Ltd, Millennium Management LLC
Only WTFC (0)
None.
Only JPM (32)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, 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 7 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.