Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

JPMORGAN CHASE FINL CO LLC (AMJB)

67 + 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
↑ +11
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — AMJB

Based on 67 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
67 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 — +26% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+26% 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 — 52% buying

32 buying29 selling
Last quarter: 32 funds bought or added vs 29 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new AMJB position: 11 → 2 → 5 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 25% entered in last year

■ 1% conviction (2yr+) ■ 73% medium ■ 25% new
Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

6 → 11 → 2 → 5 → 14 new funds/Q
New funds entering each quarter: 11 → 2 → 5 → 14. A growing number of institutions are discovering AMJB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 1% veterans, 36% new entrants

■ 1% veterans ■ 63% 1-2yr ■ 36% new
Of 67 current holders: 1 (1%) held 2+ years, 42 held 1–2 years, 24 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 27% AUM from major funds

27% from top-100 AUM funds
10 of 67 holders rank in the top 100 by AUM, accounting for 27% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 2025 Q4, 32 hedge funds were net buyers of AMJB (14 opened a new position, 18 added to an existing one), while 29 reduced or exited (26 trimmed, 3 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 27% of total institutional value in AMJB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 67.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: AMJB
2026 Q1 Stats Unlock in 8 days 67 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 67 56 19.64%
13F Shares 14M 14M 2.29%
Total Value $362M $348M 4.13%
New Positions 14 5 +9
Increased Positions 18 19 -1
Closed Positions 3 4 -1
Reduced Positions 26 24 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AMJB

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

67 + investors

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

Top 25 institutional holders of AMJB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FF Advisors,LLC 2.75% 198,481 $6.8M
2 Argyle Capital Partners, LLC 1.76% 70,604 $2.4M
3 Smallwood Wealth Investment Management, LLC 1.67% 91,902 $3.2M
4 Benchmark Financial, LLC 1.51% 48,750 $1.7M
5 Value Investment Professionals, LLC 1.11% 28,495 $985K
6 My Personal CFO, LLC 0.94% 62,124 $2.1M
7 WAYSTONE ADVISORS LLC 0.84% 27,202 $940K
8 NOESIS CAPITAL MANGEMENT CORP 0.80% 156,522 $5.4M
9 Beckerman Institutional, LLC 0.74% 40,324 $1.4M
10 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 0.67% 367,952 $12.7M
11 LAKE STREET PRIVATE WEALTH, LLC 0.65% 147,010 $5.1M
12 CURA WEALTH ADVISORS, LLC 0.49% 31,643 $1.1M
13 North Capital, Inc. 0.37% 12,772 $442K
14 KEYBANK NATIONAL ASSOCIATION/OH 0.08% 594,755 $20.6M
15 Covenant Asset Management, LLC 0.06% 10,955 $379K
16 EVERETT HARRIS & CO /CA/ 0.04% 98,745 $3.4M
17 IFP Advisors, Inc 0.02% 34,683 $1.2M
18 Avalon Trust Co 0.01% 4,945 $171K
19 BOYD WATTERSON ASSET MANAGEMENT LLC/OH 0.01% 943 $33K
20 Elequin Capital, LP 0.01% 3,427 $118K
21 Crestwood Advisors Group, LLC 0.01% 14,913 $516K
22 CHILTON CAPITAL MANAGEMENT LLC 0.01% 5,194 $180K
23 LPL Financial LLC 0.00% 509,228 $17.6M
24 Kestra Advisory Services, LLC 0.00% 34,313 $1.2M
25 COMMERCE BANK 0.00% 25,620 $886K
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 — 2 quarters in a row: For 2 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 — 52% buying: Last quarter: 32 funds bought or added vs 29 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 — 27% AUM from major funds: 10 of 67 holders rank in the top 100 by AUM, accounting for 27% 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?

Mostly new holders — 25% entered in last year: Only 1 funds (1%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.