JBSS — SANFILIPPO JOHN B & SON INC
Reported value held$390.50M
Funds holding (latest)42
SectorConsumer Staples
Funds holding (Q2 2026)31
Institutional value$325.10M · 3.80M sh
New / Add / Cut / Exit2 / 14 / 11 / 3
Top-5 / Top-10 concentration61.6% / 78.6%
Institutional holdings change
Accumulating +1.3%
(+48.23K sh)
Institutional value change
Up +9.8%
As of Q2 2026, 31 SEC-registered investment managers reported holding JBSS (SANFILIPPO JOHN B & SON INC) in their latest 13F filings, with a combined reported value of $325.10M across 3.80M shares. That is +1.3% by share count (+48.23K shares) versus the previous quarter, while reported value moved +9.8%. Ownership is concentrated: the five largest holders account for 61.6% of reported value and the top ten for 78.6%.
Compared with the prior quarter, 2 opened new positions, 14 added to existing stakes, 11 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
JBSS is classified in the Consumer Staples sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.49M | $128.32M | 0.00% | Add |
| Deutsche Bank AG history | 258.90K | $22.26M | 0.01% | Hold |
| Geode Capital Management history | 224.08K | $19.27M | 0.00% | Add |
| Goldman Sachs Group history | 178.55K | $15.35M | 0.00% | Add |
| Two Sigma Investments history | 176.29K | $15.16M | 0.01% | Reduce |
| Charles Schwab Investment Management history | 156.38K | $13.45M | 0.00% | Reduce |
| Renaissance Technologies history | 152.84K | $13.14M | 0.02% | Reduce |
| Royce & Associates history | 122.00K | $10.49M | 0.08% | Reduce |
| Morgan Stanley history | 106.41K | $9.15M | 0.00% | Reduce |
| BNY Mellon history | 105.63K | $9.08M | 0.00% | Add |
| Invesco Ltd history | 103.34K | $8.89M | 0.00% | Add |
| Northern Trust Corp history | 94.47K | $8.12M | 0.00% | Add |
| Millennium Management history | 86.11K | $7.40M | 0.00% | Add |
| Wells Fargo & Co history | 60.04K | $5.16M | 0.00% | Add |
| AQR Capital Management history | 56.94K | $4.90M | 0.00% | Add |
| UBS Group AG history | 56.68K | $4.87M | 0.00% | Reduce |
| Principal Global Investors history | 47.96K | $4.12M | 0.00% | Hold |
| Lazard Asset Management history | 45.66K | $3.93M | 0.01% | Hold |
| JPMorgan Chase & Co history | 42.89K | $3.79M | 0.00% | New |
| Bank of America Corp history | 43.11K | $3.71M | 0.00% | Add |
| Point72 Asset Management history | 37.96K | $3.26M | 0.00% | Add |
| Citadel Advisors history | 34.36K | $2.95M | 0.00% | Reduce |
| PSP Investments history | 31.22K | $2.68M | 0.01% | Reduce |
| Legal & General Investment Management America history | 19.68K | $1.69M | 0.00% | Reduce |
| D. E. Shaw & Co history | 17.65K | $1.52M | 0.00% | Reduce |
| Prudential Financial history | 9.07K | $780.19K | 0.00% | Add |
| Citigroup Inc history | 7.65K | $657.65K | 0.00% | Add |
| Franklin Resources history | 6.99K | $600.64K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 3.80K | $326.60K | 0.00% | Hold |
| PNC Financial Services history | 523 | $44.97K | 0.00% | Reduce |
| T. Rowe Price Associates history | 23.19K | $1.99K | 0.00% | Add |
Q1 2026 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.42M | $112.30M | 0.00% | Add |
| Deutsche Bank AG history | 257.71K | $20.44M | 0.01% | Hold |
| Two Sigma Investments history | 241.15K | $19.13M | 0.02% | Add |
| Geode Capital Management history | 209.07K | $16.59M | 0.00% | Add |
| Renaissance Technologies history | 185.34K | $14.70M | 0.02% | Reduce |
| Royce & Associates history | 183.16K | $14.53M | 0.14% | Reduce |
| Charles Schwab Investment Management history | 174.00K | $13.80M | 0.00% | Reduce |
| Morgan Stanley history | 126.05K | $10.00M | 0.00% | Hold |
| Janus Henderson Group history | 102.54K | $8.14M | 0.00% | Reduce |
| BNY Mellon history | 101.23K | $8.03M | 0.00% | Hold |
| Goldman Sachs Group history | 100.05K | $7.94M | 0.00% | Hold |
| Northern Trust Corp history | 85.91K | $6.82M | 0.00% | Add |
| UBS Group AG history | 61.23K | $4.86M | 0.00% | Reduce |
| Citadel Advisors history | 54.73K | $4.34M | 0.00% | Add |
| Wells Fargo & Co history | 52.68K | $4.18M | 0.00% | Add |
| Invesco Ltd history | 49.33K | $3.91M | 0.00% | Add |
| AQR Capital Management history | 48.42K | $3.84M | 0.00% | Add |
| Principal Global Investors history | 48.02K | $3.81M | 0.00% | Add |
| Lazard Asset Management history | 45.72K | $3.63M | 0.01% | Add |
| Bank of America Corp history | 41.61K | $3.30M | 0.00% | Add |
| PSP Investments history | 32.55K | $2.58M | 0.01% | Add |
| Point72 Asset Management history | 28.93K | $2.29M | 0.00% | Add |
| D. E. Shaw & Co history | 20.96K | $1.66M | 0.00% | Add |
| Legal & General Investment Management America history | 20.27K | $1.61M | 0.00% | Reduce |
| Millennium Management history | 17.70K | $1.40M | 0.00% | Reduce |
| Balyasny Asset Management history | 9.29K | $736.58K | 0.00% | Add |
| Prudential Financial history | 8.96K | $711.03K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.78K | $299.92K | 0.00% | Reduce |
| Amundi US history | 3.69K | $293.05K | 0.00% | New |
| Citigroup Inc history | 3.48K | $276.07K | 0.00% | Add |
| PNC Financial Services history | 543 | $43.08K | 0.00% | Add |
| T. Rowe Price Associates history | 20.65K | $1.64K | 0.00% | Add |
Q4 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.40M | $98.82M | 0.00% | Add |
| Vanguard Group history | 719.58K | $50.80M | 0.00% | Reduce |
| Deutsche Bank AG history | 256.53K | $18.11M | 0.01% | Add |
| Royce & Associates history | 249.07K | $17.58M | 0.18% | Add |
| Geode Capital Management history | 202.86K | $14.33M | 0.00% | Reduce |
| Renaissance Technologies history | 202.84K | $14.32M | 0.02% | Reduce |
| Charles Schwab Investment Management history | 181.03K | $12.78M | 0.00% | Hold |
| Morgan Stanley history | 126.58K | $8.94M | 0.00% | Add |
| Janus Henderson Group history | 111.31K | $7.86M | 0.00% | Reduce |
| UBS Group AG history | 105.64K | $7.46M | 0.00% | Reduce |
| Two Sigma Investments history | 105.28K | $7.43M | 0.01% | Reduce |
| BNY Mellon history | 100.94K | $7.13M | 0.00% | Reduce |
| Goldman Sachs Group history | 100.33K | $7.08M | 0.00% | Add |
| Northern Trust Corp history | 82.33K | $5.81M | 0.00% | Reduce |
| Millennium Management history | 51.67K | $3.65M | 0.00% | Add |
| Invesco Ltd history | 47.27K | $3.34M | 0.00% | Reduce |
| Principal Global Investors history | 43.14K | $3.05M | 0.00% | Reduce |
| AQR Capital Management history | 42.91K | $3.03M | 0.00% | Add |
| Citadel Advisors history | 34.43K | $2.43M | 0.00% | Add |
| PSP Investments history | 31.27K | $2.21M | 0.01% | Reduce |
| Wells Fargo & Co history | 29.49K | $2.08M | 0.00% | Add |
| Bank of America Corp history | 29.28K | $2.07M | 0.00% | Add |
| Point72 Asset Management history | 27.62K | $1.95M | 0.00% | Add |
| Lazard Asset Management history | 27.58K | $1.95M | 0.00% | New |
| Legal & General Investment Management America history | 22.83K | $1.61M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 22.30K | $1.57M | 0.00% | Reduce |
| D. E. Shaw & Co history | 17.27K | $1.22M | 0.00% | Add |
| Balyasny Asset Management history | 9.05K | $639.28K | 0.00% | Reduce |
| Prudential Financial history | 8.21K | $579.84K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.93K | $277.16K | 0.00% | Add |
| Citigroup Inc history | 2.67K | $188.22K | 0.00% | Reduce |
| PNC Financial Services history | 532 | $37.56K | 0.00% | Reduce |
| CPP Investments history | 300 | $21.18K | 0.00% | Hold |
| T. Rowe Price Associates history | 19.35K | $1.37K | 0.00% | Add |
Q3 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.37M | $88.30M | 0.00% | Reduce |
| Vanguard Group history | 783.89K | $50.39M | 0.00% | Hold |
| Royce & Associates history | 242.90K | $15.61M | 0.16% | Reduce |
| Renaissance Technologies history | 236.75K | $15.22M | 0.02% | Reduce |
| Deutsche Bank AG history | 208.97K | $13.43M | 0.01% | Add |
| Geode Capital Management history | 204.84K | $13.17M | 0.00% | Add |
| Charles Schwab Investment Management history | 181.26K | $11.65M | 0.00% | Add |
| UBS Group AG history | 167.67K | $10.78M | 0.00% | Reduce |
| Janus Henderson Group history | 136.50K | $8.77M | 0.00% | Reduce |
| BNY Mellon history | 121.73K | $7.82M | 0.00% | Reduce |
| Morgan Stanley history | 111.59K | $7.17M | 0.00% | Reduce |
| Two Sigma Investments history | 109.25K | $7.02M | 0.01% | Add |
| Northern Trust Corp history | 83.84K | $5.39M | 0.00% | Reduce |
| Invesco Ltd history | 80.25K | $5.16M | 0.00% | Reduce |
| Goldman Sachs Group history | 56.43K | $3.63M | 0.00% | Reduce |
| Millennium Management history | 47.24K | $3.04M | 0.00% | Reduce |
| Principal Global Investors history | 44.19K | $2.84M | 0.00% | Reduce |
| AQR Capital Management history | 41.90K | $2.69M | 0.00% | Add |
| JPMorgan Chase & Co history | 35.90K | $2.31M | 0.00% | Add |
| PSP Investments history | 35.78K | $2.30M | 0.01% | Add |
| Citadel Advisors history | 29.62K | $1.90M | 0.00% | Reduce |
| Bank of America Corp history | 24.64K | $1.58M | 0.00% | Hold |
| Legal & General Investment Management America history | 23.55K | $1.51M | 0.00% | Reduce |
| Balyasny Asset Management history | 18.32K | $1.18M | 0.00% | New |
| Wells Fargo & Co history | 12.56K | $807.32K | 0.00% | Reduce |
| D. E. Shaw & Co history | 12.01K | $771.81K | 0.00% | Reduce |
| Prudential Financial history | 9.15K | $588.48K | 0.00% | Hold |
| Citigroup Inc history | 2.90K | $186.22K | 0.00% | Reduce |
| Point72 Asset Management history | 2.30K | $147.84K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1.74K | $111.86K | 0.00% | Add |
| PNC Financial Services history | 580 | $37.28K | 0.00% | Reduce |
| CPP Investments history | 300 | $19.28K | 0.00% | Hold |
| T. Rowe Price Associates history | 16.58K | $1.07K | 0.00% | Add |
Q2 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.47M | $92.82M | 0.00% | Reduce |
| Vanguard Group history | 783.37K | $49.54M | 0.00% | Hold |
| Royce & Associates history | 282.73K | $17.88M | 0.18% | Reduce |
| Renaissance Technologies history | 271.75K | $17.19M | 0.02% | Add |
| Geode Capital Management history | 203.29K | $12.86M | 0.00% | Reduce |
| UBS Group AG history | 171.83K | $10.87M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 165.56K | $10.47M | 0.00% | Add |
| Deutsche Bank AG history | 156.28K | $9.88M | 0.00% | Add |
| Janus Henderson Group history | 154.99K | $9.80M | 0.01% | Add |
| BNY Mellon history | 130.47K | $8.25M | 0.00% | Add |
| Morgan Stanley history | 117.13K | $7.41M | 0.00% | Reduce |
| Two Sigma Investments history | 99.75K | $6.31M | 0.01% | Add |
| Invesco Ltd history | 86.14K | $5.45M | 0.00% | Add |
| Northern Trust Corp history | 85.84K | $5.43M | 0.00% | Reduce |
| Millennium Management history | 74.28K | $4.70M | 0.00% | Add |
| Goldman Sachs Group history | 68.22K | $4.31M | 0.00% | Reduce |
| Principal Global Investors history | 45.34K | $2.87M | 0.00% | Hold |
| Citadel Advisors history | 41.40K | $2.62M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 31.22K | $1.97M | 0.00% | Reduce |
| PSP Investments history | 31.20K | $1.97M | 0.01% | Add |
| Bank of America Corp history | 24.64K | $1.56M | 0.00% | Reduce |
| Legal & General Investment Management America history | 24.04K | $1.52M | 0.00% | Reduce |
| Wells Fargo & Co history | 15.74K | $995.43K | 0.00% | Reduce |
| AQR Capital Management history | 14.77K | $934.18K | 0.00% | Reduce |
| D. E. Shaw & Co history | 13.08K | $827.24K | 0.00% | Add |
| Prudential Financial history | 9.15K | $578.96K | 0.00% | Add |
| Citigroup Inc history | 7.59K | $480.12K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.56K | $98.37K | 0.00% | Add |
| PNC Financial Services history | 613 | $38.77K | 0.00% | Reduce |
| CPP Investments history | 300 | $18.97K | 0.00% | Hold |
| T. Rowe Price Associates history | 15.64K | $990 | 0.00% | Add |
Q1 2025 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 1.55M | $109.59M | 0.00% | Reduce |
| Vanguard Group history | 785.73K | $55.68M | 0.00% | Add |
| Royce & Associates history | 303.85K | $21.53M | 0.23% | Reduce |
| Renaissance Technologies history | 236.16K | $16.73M | 0.03% | Add |
| Geode Capital Management history | 213.85K | $15.16M | 0.00% | Reduce |
| UBS Group AG history | 207.59K | $14.71M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 154.57K | $10.95M | 0.00% | Add |
| Janus Henderson Group history | 132.40K | $9.37M | 0.01% | Add |
| BNY Mellon history | 128.62K | $9.11M | 0.00% | Hold |
| Deutsche Bank AG history | 127.14K | $9.01M | 0.00% | Add |
| Morgan Stanley history | 119.08K | $8.44M | 0.00% | Reduce |
| Amundi US history | 115.20K | $7.88M | 0.00% | Reduce |
| Northern Trust Corp history | 96.06K | $6.81M | 0.00% | Reduce |
| Invesco Ltd history | 80.69K | $5.72M | 0.00% | Add |
| Two Sigma Investments history | 75.17K | $5.33M | 0.01% | Reduce |
| Goldman Sachs Group history | 68.60K | $4.86M | 0.00% | Reduce |
| Citadel Advisors history | 49.53K | $3.51M | 0.00% | Reduce |
| Principal Global Investors history | 45.14K | $3.20M | 0.00% | Add |
| JPMorgan Chase & Co history | 34.18K | $2.42M | 0.00% | Reduce |
| Balyasny Asset Management history | 32.84K | $2.33M | 0.00% | Add |
| Millennium Management history | 31.30K | $2.22M | 0.00% | Reduce |
| PSP Investments history | 28.69K | $2.03M | 0.01% | Add |
| Bank of America Corp history | 28.08K | $1.99M | 0.00% | Reduce |
| AQR Capital Management history | 25.17K | $1.78M | 0.00% | Add |
| Legal & General Investment Management America history | 25.00K | $1.77M | 0.00% | Reduce |
| Wells Fargo & Co history | 16.29K | $1.15M | 0.00% | Add |
| D. E. Shaw & Co history | 12.95K | $917.64K | 0.00% | Reduce |
| Citigroup Inc history | 12.82K | $908.21K | 0.00% | Reduce |
| Prudential Financial history | 8.87K | $628.53K | 0.00% | Reduce |
| Manulife Financial history | 3.10K | $219.59K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.08K | $76.90K | 0.00% | Reduce |
| PNC Financial Services history | 617 | $43.72K | 0.00% | Add |
| CPP Investments history | 300 | $21.26K | 0.00% | Hold |
| Lazard Asset Management history | 33.22K | $2.35K | 0.00% | Add |
| T. Rowe Price Associates history | 15.12K | $1.07K | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 42.89K sh · $3.79M
- Franklin Resources 6.99K sh · $600.64K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 102.54K sh · $8.14M
- Balyasny Asset Management sold 9.29K sh · $736.58K
- Amundi US sold 3.69K sh · $293.05K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 1.49M | 1.42M | 1.40M | 1.37M | 1.47M | 1.55M | 1.58M | 1.45M | — | — | — | — | — | — | — | — | — | — | — | — |
| Deutsche Bank AG | 258.90K | 257.71K | 256.53K | 208.97K | 156.28K | 127.14K | 110.27K | 77.20K | 3.79K | 5.08K | 5.35K | 5.42K | 4.89K | 6.74K | 5.25K | 3.96K | 23.27K | 6.00K | 6.58K | 6.80K |
| Geode Capital Management | 224.08K | 209.07K | 202.86K | 204.84K | 203.29K | 213.85K | 217.29K | 215.07K | 236.28K | 219.89K | 211.38K | 202.09K | 195.15K | 190.20K | 184.60K | 184.22K | 181.40K | 163.41K | 168.81K | 167.82K |
| Goldman Sachs Group | 178.55K | 100.05K | 100.33K | 56.43K | 68.22K | 68.60K | 75.90K | 66.69K | 40.96K | 35.80K | 30.51K | 92.62K | 155.47K | 214.01K | 234.07K | 179.71K | 64.37K | 76.03K | 82.28K | 115.06K |
| Two Sigma Investments | 176.29K | 241.15K | 105.28K | 109.25K | 99.75K | 75.17K | 89.77K | 36.07K | 5.02K | 10.60K | 5.64K | 20.30K | 5.70K | 38.53K | — | — | — | — | 2.30K | 3.37K |
| Charles Schwab Investment Management | 156.38K | 174.00K | 181.03K | 181.26K | 165.56K | 154.57K | 142.61K | 135.37K | 135.76K | 133.28K | 130.07K | 128.89K | 133.33K | 137.13K | 135.62K | 133.23K | 124.80K | 114.98K | 112.88K | 108.51K |
| Renaissance Technologies | 152.84K | 185.34K | 202.84K | 236.75K | 271.75K | 236.16K | 221.25K | 239.27K | 224.90K | 231.30K | 202.40K | 196.20K | 167.50K | 174.00K | 143.60K | 161.00K | 200.80K | 153.40K | 148.10K | 136.40K |
| Royce & Associates | 122.00K | 183.16K | 249.07K | 242.90K | 282.73K | 303.85K | 343.10K | 341.30K | 375.04K | 376.43K | 386.05K | 380.73K | 388.91K | 465.91K | 548.61K | 540.55K | 550.54K | 508.48K | 502.94K | 541.30K |
| Morgan Stanley | 106.41K | 126.05K | 126.58K | 111.59K | 117.13K | 119.08K | 124.34K | 152.00K | 102.53K | 108.51K | 105.75K | 114.63K | 113.97K | 113.76K | 108.39K | 115.74K | 108.72K | 65.65K | 62.30K | 64.22K |
| BNY Mellon | 105.63K | 101.23K | 100.94K | 121.73K | 130.47K | 128.62K | 128.61K | 129.76K | 136.99K | 135.55K | 138.18K | 111.76K | 115.92K | 117.58K | 116.16K | 104.87K | 101.15K | 107.87K | 124.49K | 135.84K |
| Invesco Ltd | 103.34K | 49.33K | 47.27K | 80.25K | 86.14K | 80.69K | 79.00K | 85.79K | 94.28K | 92.50K | 143.12K | 152.07K | 183.34K | 110.78K | 137.57K | 161.68K | 158.90K | 182.74K | 197.95K | 174.09K |
| Northern Trust Corp | 94.47K | 85.91K | 82.33K | 83.84K | 85.84K | 96.06K | 100.19K | 89.29K | 90.72K | 94.30K | 96.59K | 97.42K | 98.20K | 95.96K | 96.12K | 95.73K | 95.84K | 95.12K | 97.92K | 99.84K |
| Millennium Management | 86.11K | 17.70K | 51.67K | 47.24K | 74.28K | 31.30K | 115.37K | 102.58K | 3.81K | 3.60K | 16.95K | 56.16K | 8.22K | 5.80K | 94.78K | 147.76K | 86.05K | 7.01K | 3.59K | 13.04K |
| Wells Fargo & Co | 60.04K | 52.68K | 29.49K | 12.56K | 15.74K | 16.29K | 16.20K | 14.95K | 16.30K | 24.77K | 24.42K | 24.14K | 26.86K | 16.16K | 14.30K | 14.87K | 15.90K | 33.13K | 35.03K | 123.09K |
| AQR Capital Management | 56.94K | 48.42K | 42.91K | 41.90K | 14.77K | 25.17K | 24.41K | 26.94K | 33.16K | 27.56K | 43.45K | 51.43K | 51.02K | 48.68K | 43.22K | 42.31K | 41.10K | 48.62K | 48.24K | 45.55K |
| UBS Group AG | 56.68K | 61.23K | 105.64K | 167.67K | 171.83K | 207.59K | 241.73K | 199.98K | 192.71K | 135.98K | 138.09K | 130.75K | 128.51K | 154.16K | 156.01K | 150.74K | 143.13K | 164.06K | 145.24K | 175.69K |
| Principal Global Investors | 47.96K | 48.02K | 43.14K | 44.19K | 45.34K | 45.14K | 43.94K | 42.66K | 47.05K | 48.91K | 46.66K | 47.99K | 51.10K | 54.17K | 54.83K | 55.28K | 55.70K | 62.62K | 64.51K | 60.55K |
| Lazard Asset Management | 45.66K | 45.72K | 27.58K | — | — | 33.22K | 320 | 401 | 401 | 756 | 787 | — | 1.79K | 1.79K | 1.79K | 1.79K | 1.75K | 1.14K | 1.02K | 850 |
| JPMorgan Chase & Co | 42.89K | — | 22.30K | 35.90K | 31.22K | 34.18K | 46.94K | 73.68K | 86.40K | 130.65K | 157.10K | 149.36K | 154.31K | 24.18K | 22.93K | 31.72K | 48.09K | 49.36K | 55.04K | 45.82K |
| Bank of America Corp | 43.11K | 41.61K | 29.28K | 24.64K | 24.64K | 28.08K | 33.37K | 31.38K | 26.88K | 19.69K | 24.93K | 18.07K | 16.95K | 21.42K | 24.32K | 17.98K | 18.40K | 22.36K | 23.16K | 29.19K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details