Holders over time
- CBSH
- JPM
| Quarter | CBSH | JPM |
|---|---|---|
| Q3 2020 | 4 holders, $41m | 35 holders, $33.0bn |
| Q4 2020 | 7 holders, $50m | 32 holders, $45.6bn |
| Q1 2021 | 5 holders, $55m | 32 holders, $49.9bn |
| Q2 2021 | 5 holders, $43m | 31 holders, $48.4bn |
| Q3 2021 | 7 holders, $68m | 31 holders, $48.9bn |
| Q4 2021 | 5 holders, $54m | 34 holders, $46.1bn |
| Q1 2022 | 5 holders, $49m | 35 holders, $37.9bn |
| Q2 2022 | 6 holders, $39m | 37 holders, $30.9bn |
| Q3 2022 | 8 holders, $48m | 41 holders, $26.8bn |
| Q4 2022 | 7 holders, $60m | 33 holders, $80.3bn |
| Q1 2023 | 5 holders, $61m | 34 holders, $33.4bn |
| Q2 2023 | 3 holders, $15m | 34 holders, $38.7bn |
| Q3 2023 | 3 holders, $30m | 32 holders, $39.4bn |
| Q4 2023 | 3 holders, $28m | 30 holders, $45.0bn |
| Q1 2024 | 1 holders, $3.6m | 37 holders, $52.6bn |
| Q2 2024 | 2 holders, $16m | 36 holders, $52.8bn |
| Q3 2024 | 5 holders, $128m | 29 holders, $50.1bn |
| Q4 2024 | 4 holders, $116m | 30 holders, $55.8bn |
| Q1 2025 | 4 holders, $65m | 35 holders, $51.3bn |
| Q2 2025 | 4 holders, $97m | 38 holders, $59.8bn |
| Q3 2025 | 11 holders, $259m | 36 holders, $63.3bn |
| Q4 2025 | 9 holders, $255m | 36 holders, $57.9bn |
| Q1 2026 | 7 holders, $115m | 39 holders, $51.7bn |
| Q2 2026 | 7 holders, $592m | 43 holders, $54.6bn |
Commerce Bancshares Inc
- Holders
- 7
- Reported value
- $592m
- Buyers
- 14
- Sellers
- 13
Breadth +1 among 91 comparable managers.
JPMorgan Chase & Co
- Holders
- 43
- Reported value
- $54.6bn
- Buyers
- 20
- Sellers
- 26
Breadth -6 among 91 comparable managers.
Who holds both, Q2 2026
Both (6)
AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Holocene Advisors LP, Renaissance Technologies LLC, Voloridge Investment Management LLC
Only CBSH (1)
Only JPM (37)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates 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, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, and 12 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.