Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Jpmorgan Chase Finl Co LLC (AMJB)

70 + 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
↑ +1
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — AMJB

Based on 70 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
70 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

33 buying30 selling
Last quarter: 33 funds bought or added vs 30 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 2 → 6 → 15 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 30% entered in last year

■ 0% conviction (2yr+) ■ 70% medium ■ 30% new
Only 0 funds (0%) 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.
➡️

Steady discovery — ~8 new funds/quarter

11 → 2 → 6 → 15 → 8 new funds/Q
New funds entering each quarter: 2 → 6 → 15 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 39% new entrants

■ 0% veterans ■ 61% 1-2yr ■ 39% new
Of 70 current holders: 0 (0%) held 2+ years, 43 held 1–2 years, 27 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
10 of 70 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 Q1, 33 hedge funds were net buyers of AMJB (8 opened a new position, 25 added to an existing one), while 30 reduced or exited (23 trimmed, 7 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 70.

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

-- --

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

Is It Too Late to Buy Jpmorgan Chase Finl Co LLC (AMJB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AMJB has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
AMJB
nan%
SPY
+15.1%

AMJB outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
AMJB
nan%
SPY
+1.3%

Since the filing became public, AMJB outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: AMJB
70 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 70 69 1.45%
13F Shares 12M 14M -14.0%
Total Value $346M $364M -4.81%
New Positions 8 15 -7
Increased Positions 25 18 +7
Closed Positions 7 4 +3
Reduced Positions 23 26 -3
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 Q1)

70 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Risk Paradigm Group, LLC 3.31% 112,148 $3.9M
2 FF Advisors,LLC 2.75% 198,481 $6.8M
3 Argyle Capital Partners, LLC 1.76% 70,604 $2.4M
4 Smallwood Wealth Investment Management, LLC 1.67% 91,902 $3.2M
5 Benchmark Financial, LLC 1.51% 48,750 $1.7M
6 Value Investment Professionals, LLC 1.11% 28,495 $985K
7 My Personal CFO, LLC 0.94% 62,124 $2.1M
8 RPg Family Wealth Advisory, LLC 0.87% 120,578 $4.2M
9 Waystone Advisors LLC 0.84% 27,202 $940K
10 Noesis Capital Mangement Corp 0.80% 156,522 $5.4M
11 Beckerman Institutional, LLC 0.74% 40,324 $1.4M
12 Osborne Partners Capital Management, LLC 0.67% 367,952 $12.7M
13 Lake Street Private Wealth, LLC 0.65% 147,010 $5.1M
14 Cura Wealth Advisors, LLC 0.49% 31,643 $1.1M
15 Nicolet Bankshares Inc 0.42% 330,377 $11.3M
16 North Capital, Inc. 0.37% 12,772 $442K
17 Equitable Holdings, Inc. 0.25% 1,281,580 $38.3M
18 Pacific Center for Financial Services 0.17% 19,790 $684K
19 CIBC Bancorp USA Inc. 0.17% 3,707,220 $128.1M
20 Wellspring Financial Advisors, LLC 0.10% 37,224 $1.3M
21 Waverly Advisors, LLC 0.09% 353,743 $12.2M
22 Keybank National Association/Oh 0.08% 594,755 $20.6M
23 Parkside Financial Bank & Trust 0.07% 27,884 $964K
24 Regal Investment Advisors LLC 0.07% 34,838 $1.2M
25 Americana Partners, LLC 0.06% 70,982 $2.5M
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 — 3 quarters in a row: For 3 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: 33 funds bought or added vs 30 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?

Smaller funds dominant — 10% AUM from top-100: 10 of 70 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held AMJB?

Mostly new holders — 30% entered in last year: Only 0 funds (0%) 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.

Is it too late to buy Jpmorgan Chase Finl Co LLC (AMJB) following the 2026 Q1 hedge fund 13F filings?

As of today, AMJB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AMJB has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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