Holders over time
- KEY
- JPM
| Quarter | KEY | JPM |
|---|---|---|
| Q3 2020 | 8 holders, $840m | 35 holders, $33.0bn |
| Q4 2020 | 7 holders, $793m | 32 holders, $45.6bn |
| Q1 2021 | 15 holders, $1.0bn | 32 holders, $49.9bn |
| Q2 2021 | 12 holders, $877m | 31 holders, $48.4bn |
| Q3 2021 | 7 holders, $933m | 31 holders, $48.9bn |
| Q4 2021 | 8 holders, $869m | 34 holders, $46.1bn |
| Q1 2022 | 4 holders, $624m | 35 holders, $37.9bn |
| Q2 2022 | 10 holders, $548m | 37 holders, $30.9bn |
| Q3 2022 | 11 holders, $669m | 41 holders, $26.8bn |
| Q4 2022 | 10 holders, $689m | 33 holders, $80.3bn |
| Q1 2023 | 5 holders, $162m | 34 holders, $33.4bn |
| Q2 2023 | 11 holders, $275m | 34 holders, $38.7bn |
| Q3 2023 | 15 holders, $720m | 32 holders, $39.4bn |
| Q4 2023 | 18 holders, $1.7bn | 30 holders, $45.0bn |
| Q1 2024 | 17 holders, $1.6bn | 37 holders, $52.6bn |
| Q2 2024 | 18 holders, $1.7bn | 36 holders, $52.8bn |
| Q3 2024 | 12 holders, $2.0bn | 29 holders, $50.1bn |
| Q4 2024 | 15 holders, $2.2bn | 30 holders, $55.8bn |
| Q1 2025 | 16 holders, $2.4bn | 35 holders, $51.3bn |
| Q2 2025 | 18 holders, $2.8bn | 38 holders, $59.8bn |
| Q3 2025 | 19 holders, $3.7bn | 36 holders, $63.3bn |
| Q4 2025 | 19 holders, $3.4bn | 36 holders, $57.9bn |
| Q1 2026 | 16 holders, $2.8bn | 39 holders, $51.7bn |
| Q2 2026 | 19 holders, $3.3bn | 43 holders, $54.6bn |
Keycorp
- Holders
- 19
- Reported value
- $3.3bn
- Buyers
- 20
- Sellers
- 13
Breadth +7 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 (16)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, Point72 Asset Management LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only JPM (27)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soros Fund Management LLC, Squarepoint Ops LLC, Viking Global Investors LP, and 2 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.