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WAL · 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.

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.
  • WAL
  • JPM
0204060202120222023202420252026
Holders and value by quarter
QuarterWALJPM
Q3 20206 holders, $457m35 holders, $33.0bn
Q4 20204 holders, $950m32 holders, $45.6bn
Q1 20215 holders, $1.6bn32 holders, $49.9bn
Q2 20216 holders, $1.5bn31 holders, $48.4bn
Q3 20216 holders, $2.0bn31 holders, $48.9bn
Q4 20219 holders, $2.1bn34 holders, $46.1bn
Q1 20228 holders, $1.6bn35 holders, $37.9bn
Q2 20227 holders, $1.5bn37 holders, $30.9bn
Q3 20225 holders, $913m41 holders, $26.8bn
Q4 20229 holders, $641m33 holders, $80.3bn
Q1 20239 holders, $707m34 holders, $33.4bn
Q2 20236 holders, $335m34 holders, $38.7bn
Q3 20239 holders, $650m32 holders, $39.4bn
Q4 20238 holders, $720m30 holders, $45.0bn
Q1 202412 holders, $1.1bn37 holders, $52.6bn
Q2 202410 holders, $1.1bn36 holders, $52.8bn
Q3 20249 holders, $1.6bn29 holders, $50.1bn
Q4 20247 holders, $1.4bn30 holders, $55.8bn
Q1 20255 holders, $1.2bn35 holders, $51.3bn
Q2 20257 holders, $1.3bn38 holders, $59.8bn
Q3 202510 holders, $1.6bn36 holders, $63.3bn
Q4 20258 holders, $1.6bn36 holders, $57.9bn
Q1 202614 holders, $1.6bn39 holders, $51.7bn
Q2 20268 holders, $1.9bn43 holders, $54.6bn
WAL

Western Alliance Bancorp

Holders
8
Reported value
$1.9bn
Buyers
11
Sellers
20

Breadth -9 among 91 comparable managers.

JPM

JPMorgan Chase & Co

Holders
43
Reported value
$54.6bn
Buyers
20
Sellers
26

Breadth -6 among 91 comparable managers.

Who holds both, Q2 2026

Among the 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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