Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBAX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — BBAX

Based on 142 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BBAX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
142 hedge funds hold BBAX 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 — +25% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+25% 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.
🟠

More sellers than buyers — 48% buying

64 buying69 selling
Last quarter: 69 funds reduced or exited vs 64 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 21 → 42 → 43 → 28. 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.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 26% medium ■ 32% new
60 out of 142 hedge funds have held BBAX 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.
💰

Value +721% but shares only +694% — price-driven

Value
+721%
Shares
+693%
Last quarter: the total dollar value of institutional holdings rose +721%, but actual share count only changed +694%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

36 → 21 → 42 → 43 → 28 new funds/Q
New funds entering each quarter: 21 → 42 → 43 → 28. A growing number of institutions are discovering BBAX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 49% veterans vs 35% newcomers

■ 49% veterans ■ 15% 1-2yr ■ 35% new
Entry-cohort mix of 142 holders: 70 (49%) are 2+ year veterans, 22 entered 1–2 years ago, and 50 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 98% AUM from top-100 funds

98% from top-100 AUM funds
19 of 142 holders are among the 100 largest funds by AUM, controlling 98% of total institutional value in BBAX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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 — BBAX

In 2026 Q2, 64 hedge funds were net buyers of BBAX (28 opened a new position, 36 added to an existing one), while 69 reduced or exited (33 trimmed, 36 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 98% of total institutional value in BBAX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 142.

Hedge Fund Ownership: BBAX

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

Market Analysis: BBAX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBAX

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: BBAX
142 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 142 150 -5.33%
13F Shares 98M 12M 693.95%
Total Value $5.90B $719M 721.29%
New Positions 28 43 -15
Increased Positions 36 43 -7
Closed Positions 36 28 +8
Reduced Positions 33 27 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBAX

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Financial Highlights

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Institutional Holders (2026 Q2)

142 + investors

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

QUARTER:
Top 25 BBAX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlas Capital Advisors INC. 1.26% 185,469 $11.0M
2 Financial Management Professionals, Inc. 0.88% 155,296 $9.3M
3 Simon Quick Advisors, LLC 0.42% 172,441 $10.3M
4 Nolet Wealth Management, LLC 0.35% 10,638 $637K
5 Jpmorgan Chase & Co 0.29% 85,864,361 $5.15B
6 Bayban 0.17% 3,722 $223K
7 Legacy Wealth Advisors, LLC 0.14% 5,240 $314K
8 waypoint wealth counsel 0.13% 3,511 $210K
9 Syon Capital LLC 0.12% 45,527 $2.7M
10 PGIM Custom Harvest LLC 0.06% 75,620 $4.5M
11 Certuity, LLC 0.04% 13,832 $828K
12 Bank of America Corp /de/ 0.04% 9,927,854 $594.4M
13 Morton Capital Management LLC/CA 0.03% 4,023 $241K
14 FSM Wealth Advisors, LLC 0.03% 4,588 $275K
15 Robertson Stephens Wealth Management, LLC 0.03% 19,108 $1.1M
16 Icon Wealth Advisors, LLC 0.03% 7,365 $441K
17 Choreo, LLC 0.02% 36,531 $2.2M
18 Dorsey & Whitney Trust CO LLC 0.02% 8,193 $491K
19 Greenwood Gearhart LLC 0.02% 8,375 $501K
20 Summitry LLC 0.02% 11,518 $690K
21 Badgley Phelps Wealth Managers, LLC 0.02% 20,653 $1.2M
22 Inscription Capital, LLC 0.02% 3,398 $203K
23 Arlington Trust Co LLC 0.01% 2,745 $164K
24 Ares Financial Consulting, LLC 0.01% 313 $19K
25 Jupiter Topco LLC 0.01% 486,705 $29.1M
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 — J P Morgan Exchange Traded F (BBAX)

What does the Smart Money Trend signal show for BBAX?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BBAX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BBAX?

More sellers than buyers — 48% buying: Last quarter: 69 funds reduced or exited vs 64 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BBAX holders?

Elite ownership — 98% AUM from top-100 funds: 19 of 142 holders are among the 100 largest funds by AUM, controlling 98% of total institutional value in BBAX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BBAX?

42% of holders stayed for 2+ years: 60 out of 142 hedge funds have held BBAX 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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