Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jpmorgan Chase Finl Co LLC (AMJB)

73 + Investors. Track Smart Money conviction in AMJB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
4Q ▲
Buyers last Q
54%

Smart Money Signals — AMJB

Based on 73 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added AMJB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
73 hedge funds hold AMJB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

33 buying28 selling
Last quarter: 33 funds bought or added vs 28 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 15 → 8 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 29% medium ■ 29% new
31 out of 73 hedge funds have held AMJB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

2 → 6 → 15 → 8 → 9 new funds/Q
New funds entering each quarter: 6 → 15 → 8 → 9. AMJB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 3% veterans, 34% new entrants

■ 3% veterans ■ 63% 1-2yr ■ 34% new
Of 73 current holders: 2 (3%) held 2+ years, 46 held 1–2 years, 25 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
10 of 73 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AMJB

In 2026 Q2, 33 hedge funds were net buyers of AMJB (9 opened a new position, 24 added to an existing one), while 28 reduced or exited (22 trimmed, 6 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in AMJB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 73.

Hedge Fund Ownership: AMJB

How many hedge funds hold AMJB — quarterly history vs. share price
Quarterly hedge fund ownership of AMJB vs. share price

Market Analysis: AMJB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMJB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: AMJB
73 + Investors

Track Smart Money conviction in AMJB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 73 70 4.29%
13F Shares 14M 12M 18.0%
Total Value $425M $346M 22.72%
New Positions 9 8 +1
Increased Positions 24 25 -1
Closed Positions 6 7 -1
Reduced Positions 22 23 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AMJB

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Financial Highlights

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Institutional Holders (2026 Q2)

73 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMJB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AMJB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Risk Paradigm Group, LLC 4.07% 150,358 $5.2M
2 FF Advisors,LLC 2.62% 203,102 $7.0M
3 Argyle Capital Partners, LLC 1.62% 74,702 $2.6M
4 Smallwood Wealth Investment Management, LLC 1.41% 93,326 $3.2M
5 Benchmark Financial, LLC 1.37% 48,654 $1.7M
6 My Personal CFO, LLC 0.84% 62,084 $2.1M
7 Osborne Partners Capital Management, LLC 0.70% 364,721 $12.6M
8 Beckerman Institutional, LLC 0.69% 41,857 $1.4M
9 Waystone Advisors LLC 0.68% 26,418 $911K
10 Noesis Capital Mangement Corp 0.65% 157,497 $5.4M
11 Lake Street Private Wealth, LLC 0.56% 142,795 $4.9M
12 Cura Wealth Advisors, LLC 0.46% 31,143 $1.1M
13 Nicolet Bankshares Inc 0.35% 322,369 $11.0M
14 North Capital, Inc. 0.33% 12,582 $434K
15 Equitable Holdings, Inc. 0.28% 1,380,520 $47.6M
16 CIBC Bancorp USA Inc. 0.17% 3,983,296 $137.3M
17 Pacific Center for Financial Services 0.15% 20,059 $692K
18 Wellspring Financial Advisors, LLC 0.08% 37,224 $1.3M
19 Keybank National Association/Oh 0.07% 599,629 $20.7M
20 Waverly Advisors, LLC 0.06% 319,590 $11.0M
21 Covenant Asset Management, LLC 0.06% 10,955 $378K
22 Activest Wealth Management 0.06% 9,392 $324K
23 Regal Investment Advisors LLC 0.06% 34,710 $1.2M
24 Americana Partners, LLC 0.06% 73,667 $2.5M
25 Everett Harris & Co /Ca/ 0.04% 99,310 $3.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Jpmorgan Chase Finl Co LLC (AMJB)

What does the Smart Money Trend signal show for AMJB?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added AMJB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AMJB?

Slight buying edge — 54% buying: Last quarter: 33 funds bought or added vs 28 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AMJB holders?

Strong quality — 24% AUM from major funds: 10 of 73 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AMJB?

42% of holders stayed for 2+ years: 31 out of 73 hedge funds have held AMJB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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