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USB · 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.

USBJPM
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.
  • USB
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterUSBJPM
Q3 202022 holders, $8.2bn35 holders, $33.0bn
Q4 202023 holders, $10.7bn32 holders, $45.6bn
Q1 202117 holders, $11.2bn32 holders, $49.9bn
Q2 202116 holders, $11.1bn31 holders, $48.4bn
Q3 202117 holders, $11.5bn31 holders, $48.9bn
Q4 202116 holders, $10.6bn34 holders, $46.1bn
Q1 202216 holders, $9.9bn35 holders, $37.9bn
Q2 202222 holders, $8.5bn37 holders, $30.9bn
Q3 202228 holders, $6.5bn41 holders, $26.8bn
Q4 202228 holders, $5.7bn33 holders, $80.3bn
Q1 202323 holders, $4.6bn34 holders, $33.4bn
Q2 202322 holders, $4.0bn34 holders, $38.7bn
Q3 202312 holders, $3.1bn32 holders, $39.4bn
Q4 202311 holders, $4.5bn30 holders, $45.0bn
Q1 202415 holders, $5.2bn37 holders, $52.6bn
Q2 202418 holders, $5.1bn36 holders, $52.8bn
Q3 202420 holders, $6.9bn29 holders, $50.1bn
Q4 202418 holders, $7.0bn30 holders, $55.8bn
Q1 202530 holders, $7.7bn35 holders, $51.3bn
Q2 202525 holders, $7.7bn38 holders, $59.8bn
Q3 202523 holders, $7.5bn36 holders, $63.3bn
Q4 202521 holders, $8.0bn36 holders, $57.9bn
Q1 202620 holders, $7.7bn39 holders, $51.7bn
Q2 202621 holders, $8.7bn43 holders, $54.6bn
USB

US Bancorp

Holders
21
Reported value
$8.7bn
Buyers
22
Sellers
13

Breadth +9 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP
JPM

JPMorgan Chase & Co

Holders
43
Reported value
$54.6bn
Buyers
20
Sellers
26

Breadth -6 among 91 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q2 2026

Among the 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only USB (3)

First Eagle Investment Management LLC, Freestone Grove Partners LP, Winton Group Ltd

Only JPM (25)

Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Markel Group Inc, Marshall Wace LLP, 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, Two Sigma Investments LP, Viking Global Investors LP, Voloridge Investment Management LLC, Wellington Management Group LLP

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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