Based on 34 hedge funds · latest filing: 2025 Q4 · updated quarterly
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No change last quarter
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
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High ownership — 71% of 3.0Y peak
71% of all-time peak
34 funds currently hold this stock — 71% of the 3.0-year high of 48 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
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Outflows — 23% fewer funds vs a year ago
fund count last 6Q
10 fewer hedge funds hold JPMB compared to a year ago (-23% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
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Slight buying edge — 56% buying
19 buying15 selling
Last quarter: 19 funds bought or added vs 15 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.
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Steady new buyers — ~7 new funds per quarter
new funds entering per quarter
Funds opening this position for the first time: 8 → 10 → 5 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
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Mixed — 35% long-term, 29% new
■ 35% conviction (2yr+)
■ 35% medium
■ 29% new
Of the 34 current holders: 12 (35%) held >2 years, 12 held 1–2 years, and 10 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
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Peak discovery — momentum slowing
6 → 8 → 10 → 5 → 7 new funds/Q
New funds entering each quarter: 8 → 10 → 5 → 7. JPMB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
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Deep conviction — 41% of holders stayed 2+ years
■ 41% veterans
■ 21% 1-2yr
■ 38% new
Of 34 current holders: 14 (41%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
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Elite ownership — 47% AUM from top-100 funds
47% from top-100 AUM funds
9 of 34 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in JPMB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
Exit risk score 2.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.