See Which Of The Latest 13F Filers Holds JPMorgan Chase

At Holdings Channel, we have reviewed the latest batch of the 21 most recent 13F filings for the 12/31/2024 reporting period, and noticed that JPMorgan Chase & Co (Symbol: JPM) was held by 20 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.

Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.

Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let’s take a look at the change in JPM positions, for this latest batch of 13F filers:

Fund	New Position?	Change In Share Count	Change In Market Value ($ in 1000’s)
Harbor Capital Advisors Inc.	Existing	+1,429	+$2,041
CCM Investment Advisers LLC	Existing	–1,582	+$2,126
ORG Wealth Partners LLC	Existing	–67	+$46
Franklin Street Advisors Inc. NC	Existing	–825	+$4,164
Ridgewood Investments LLC	Existing	UNCH	+$12
Sage Capital Advisors llc	Existing	+1	+$56
LVM Capital Management Ltd. MI	Existing	+24	+$476
Highline Wealth Partners LLC	Existing	+25	+$383
Sugarloaf Wealth Management LLC	Existing	–2,958	–$79
HBW Advisory Services LLC	Existing	+473	+$242
Jacobs & Co. CA	Existing	UNCH	+$70
Heartwood Wealth Advisors LLC	Existing	+28	+$206
Bruce G. Allen Investments LLC	Existing	–18	+$79
Atlas Brown Inc.	Existing	+56	+$731
Tilia Fiduciary Partners Inc.	Existing	–83	+$210
Trinity Financial Advisors LLC	Existing	–183	+$522
Lowe Wealth Advisors LLC	Existing	+51	+$16
Graypoint LLC	Existing	–680	+$1,005
RMR Wealth Builders	Existing	+1,382	+$1,245
Lynch & Associates IN	Existing	–696	+$1,506
Aggregate Change:		–3,623	+$15,057

In terms of shares owned, we count 9 of the above funds having increased existing JPM positions from 09/30/2024 to 12/31/2024, with 9 having decreased their positions.

Looking beyond these particular funds in this one batch of most recent filers, we tallied up the JPM share count in the aggregate among all of the funds which held JPM at the 12/31/2024 reporting period (out of the 112 we looked at in total). We then compared that number to the sum total of JPM shares those same funds held back at the 09/30/2024 period, to see how the aggregate share count held by hedge funds has moved for JPM. We found that between these two periods, funds reduced their holdings by 6,957,954 shares in the aggregate, from 14,440,367 down to 7,482,413 for a share count decline of approximately -48.18%. The overall top three funds holding JPM on 12/31/2024 were:

We’ll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like JPMorgan Chase & Co (Symbol: JPM).

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