At Holdings Channel, we’ve reviewed the newest batch of the 20 most up-to-date 13F filings for the 03/31/2025 reporting interval, and observed that JPMorgan Chase & Co (Image: JPM) was held by 14 of those funds. When hedge fund managers seem like considering alike, we discover it’s a good suggestion to take a better look.
Earlier than we proceed, you will need to level out that 13F filings don’t inform the entire story, as a result of these funds are solely required to reveal their lengthy positions with the SEC, however will not be required to reveal their quick positions. A fund making a bearish guess towards a inventory by shorting calls, for instance, may additionally be lengthy some quantity of inventory as they commerce round their general bearish place. This lengthy element might present up in a 13F submitting and everybody would possibly assume the fund is bullish, however this tells solely a part of the story as a result of the bearish/quick aspect of the place is just not seen.
Having provided that caveat, we consider that teams of 13F filings might be revealing, particularly when evaluating one holding interval to a different. Beneath, let’s check out the change in JPM positions, for this newest batch of 13F filers:
| Fund | New Place? | Change In Share Rely | Change In Market Worth ($ in 1000’s) |
|---|---|---|---|
| First Financial Bank Trust Division | Present | –8,283 | –$1,559 |
| Emprise Bank | Present | –187 | +$7 |
| Neville Rodie & Shaw Inc. | Present | –6,459 | –$795 |
| MassMutual Private Wealth & Trust FSB | Present | –15,339 | –$2,008 |
| Stonehearth Capital Management LLC | Present | UNCH | +$6 |
| Glass Jacobson Investment Advisors llc | Present | UNCH | $UNCH |
| Confluence Investment Management LLC | Present | –3 | +$4 |
| Cacti Asset Management LLC | Present | UNCH | +$38 |
| Modus Advisors LLC | Present | +384 | +$243 |
| Trust Co of the South | Present | +582 | +$175 |
| Centre Asset Management LLC | NEW | +22,560 | +$5,534 |
| Cullen Investment Group LTD. | Present | +195 | +$616 |
| Rempart Asset Management Inc. | Present | –13,348 | –$2,618 |
| Global Wealth Strategies & Associates | Present | +127 | +$38 |
| Mixture Change: | –19,771 | –$319 | |
By way of shares owned, we rely 4 of the above funds having elevated present JPM positions from 12/31/2024 to 03/31/2025, with 6 having decreased their positions and 1 new place.
Trying past these specific funds on this one batch of most up-to-date filers, we tallied up the JPM share rely within the combination amongst all of the funds which held JPM on the 03/31/2025 reporting interval (out of the 8,016 we checked out in whole). We then in contrast that quantity to the sum whole of JPM shares those self same funds held again on the 12/31/2024 interval, to see how the combination share rely held by hedge funds has moved for JPM. We discovered that between these two intervals, funds elevated their holdings by 60,292,699 shares within the combination, from 1,977,007,841 as much as 2,037,300,540 for a share rely improve of roughly 3.05%. The general high three funds holding JPM on 03/31/2025 have been:
We’ll maintain following the latest 13F filings by hedge fund managers and produce you fascinating tales derived from a take a look at the combination data throughout teams of managers between submitting intervals. Whereas particular person 13F filings can typically be deceptive as a result of long-only nature of the data, the sum whole throughout teams of funds from one reporting interval to a different is usually a lot extra revealing and related, offering fascinating inventory concepts that advantage additional analysis, like JPMorgan Chase & Co (Image: JPM).
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The views and opinions expressed herein are the views and opinions of the writer and don’t essentially mirror these of Nasdaq, Inc.
