Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBMC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
43%

Smart Money Signals — BBMC

Based on 49 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BBMC 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.
📊

High ownership — 82% of 3.0Y peak

82% of all-time peak
49 funds currently hold this stock — 82% of the 3.0-year high of 60 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 43% buying

21 buying28 selling
Last quarter: 28 funds reduced or exited vs 21 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.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 15 → 9 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 18% medium ■ 31% new
25 out of 49 hedge funds have held BBMC 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 +7410% but shares only +3667% — price-driven

Value
+7409%
Shares
+3667%
Last quarter: the total dollar value of institutional holdings rose +7410%, but actual share count only changed +3667%. 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.
➡️

Steady discovery — ~10 new funds/quarter

7 → 4 → 15 → 9 → 10 new funds/Q
New funds entering each quarter: 4 → 15 → 9 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 35% newcomers

■ 57% veterans ■ 8% 1-2yr ■ 35% new
Entry-cohort mix of 49 holders: 28 (57%) are 2+ year veterans, 4 entered 1–2 years ago, and 17 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 99% AUM from top-100 funds

99% from top-100 AUM funds
10 of 49 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in BBMC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 — BBMC

In 2026 Q2, 21 hedge funds were net buyers of BBMC (10 opened a new position, 11 added to an existing one), while 28 reduced or exited (19 trimmed, 9 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 99% of total institutional value in BBMC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 49.

Hedge Fund Ownership: BBMC

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

Market Analysis: BBMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBMC

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: BBMC
49 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 49 48 2.08%
13F Shares 16M 415K 3667.3%
Total Value $1.96B $26M 7409.55%
New Positions 10 9 +1
Increased Positions 11 12 -1
Closed Positions 9 13 -4
Reduced Positions 19 18 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBMC

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Financial Highlights

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Institutional Holders (2026 Q2)

49 + investors

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

QUARTER:
Top 25 BBMC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ACT Advisors, LLC. 0.54% 12,870 $1.6M
2 Elevation Wealth Management LLC 0.46% 4,883 $621K
3 Merited Wealth, LLC 0.30% 3,319 $422K
4 Sutton Place Investors LLC 0.20% 3,220 $409K
5 MN Wealth Advisors, LLC 0.20% 3,629 $462K
6 Archer Investment Corp 0.11% 4,578 $582K
7 Jpmorgan Chase & Co 0.11% 15,123,832 $1.92B
8 MLG Wealth Management DBA Pine Grove Financial Group 0.10% 8,127 $867K
9 IAG Wealth Partners, LLC 0.10% 8,144 $1.0M
10 LGT Financial Advisors LLC 0.08% 118 $15K
11 Triad Wealth Partners, LLC 0.04% 5,158 $648K
12 Thrive Wealth Management, LLC 0.04% 2,281 $290K
13 Equitable Holdings, Inc. 0.02% 22,807 $2.9M
14 Gradient Investments LLC 0.01% 7,162 $911K
15 Mgo One Seven LLC 0.01% 5,963 $758K
16 Ascent Group, LLC 0.01% 3,236 $411K
17 GGM Financial LLC 0.01% 118 $15K
18 Great Valley Advisor Group, INC. 0.01% 2,496 $317K
19 Osaic Holdings, INC. 0.00% 26,363 $3.4M
20 Steward Partners Investment Advisory, LLC 0.00% 3,205 $408K
21 Private Advisor Group, LLC 0.00% 3,312 $421K
22 LPL Financial LLC 0.00% 62,017 $7.9M
23 Geneos Wealth Management Inc. 0.00% 613 $78K
24 Founders Financial Alliance, LLC 0.00% 66 $8K
25 Rossby Financial, LCC 0.00% 29 $4K
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 (BBMC)

What does the Smart Money Trend signal show for BBMC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BBMC 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 BBMC?

More sellers than buyers — 43% buying: Last quarter: 28 funds reduced or exited vs 21 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 BBMC holders?

Elite ownership — 99% AUM from top-100 funds: 10 of 49 holders are among the 100 largest funds by AUM, controlling 99% of total institutional value in BBMC. 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 BBMC?

51% of holders stayed for 2+ years: 25 out of 49 hedge funds have held BBMC 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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