Holders over time
- FHN
- JPM
| Quarter | FHN | JPM |
|---|---|---|
| Q3 2020 | 7 holders, $604m | 35 holders, $33.0bn |
| Q4 2020 | 9 holders, $791m | 32 holders, $45.6bn |
| Q1 2021 | 7 holders, $842m | 32 holders, $49.9bn |
| Q2 2021 | 5 holders, $727m | 31 holders, $48.4bn |
| Q3 2021 | 5 holders, $598m | 31 holders, $48.9bn |
| Q4 2021 | 6 holders, $165m | 34 holders, $46.1bn |
| Q1 2022 | 7 holders, $115m | 35 holders, $37.9bn |
| Q2 2022 | 13 holders, $607m | 37 holders, $30.9bn |
| Q3 2022 | 16 holders, $527m | 41 holders, $26.8bn |
| Q4 2022 | 13 holders, $608m | 33 holders, $80.3bn |
| Q1 2023 | 8 holders, $352m | 34 holders, $33.4bn |
| Q2 2023 | 12 holders, $690m | 34 holders, $38.7bn |
| Q3 2023 | 17 holders, $663m | 32 holders, $39.4bn |
| Q4 2023 | 16 holders, $844m | 30 holders, $45.0bn |
| Q1 2024 | 14 holders, $619m | 37 holders, $52.6bn |
| Q2 2024 | 14 holders, $571m | 36 holders, $52.8bn |
| Q3 2024 | 10 holders, $367m | 29 holders, $50.1bn |
| Q4 2024 | 14 holders, $932m | 30 holders, $55.8bn |
| Q1 2025 | 10 holders, $651m | 35 holders, $51.3bn |
| Q2 2025 | 10 holders, $716m | 38 holders, $59.8bn |
| Q3 2025 | 16 holders, $826m | 36 holders, $63.3bn |
| Q4 2025 | 16 holders, $677m | 36 holders, $57.9bn |
| Q1 2026 | 13 holders, $589m | 39 holders, $51.7bn |
| Q2 2026 | 15 holders, $717m | 43 holders, $54.6bn |
First Horizon Corporation
- Holders
- 15
- Reported value
- $717m
- Buyers
- 21
- Sellers
- 12
Breadth +9 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 (11)
AQR Capital Management LLC, Bridgewater Associates LP, Caxton Associates LLP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only FHN (4)
ExodusPoint Capital Management LP, Freestone Grove Partners LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp
Only JPM (32)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, Soros Fund Management LLC, 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.