Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBSC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — BBSC

Based on 28 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

High ownership — 74% of 3.0Y peak

74% of all-time peak
28 funds currently hold this stock — 74% of the 3.0-year high of 38 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 2 quarters from the low — a sharp move.
🟠

More sellers than buyers — 47% buying

16 buying18 selling
Last quarter: 18 funds reduced or exited vs 16 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 — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 2 → 8 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 18% new

■ 39% conviction (2yr+) ■ 43% medium ■ 18% new
Of the 28 current holders: 11 (39%) held >2 years, 12 held 1–2 years, and 5 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.
➡️

Steady discovery — ~5 new funds/quarter

6 → 5 → 2 → 8 → 5 new funds/Q
New funds entering each quarter: 5 → 2 → 8 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 25% newcomers

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Entry-cohort mix of 28 holders: 17 (61%) are 2+ year veterans, 4 entered 1–2 years ago, and 7 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
8 of 28 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in BBSC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 — BBSC

In 2026 Q1, 16 hedge funds were net buyers of BBSC (5 opened a new position, 11 added to an existing one), while 18 reduced or exited (9 trimmed, 9 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 48% of total institutional value in BBSC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 28.

Hedge Fund Ownership: BBSC

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

Market Analysis: BBSC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBSC

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: BBSC
27 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 27 28 -3.57%
13F Shares 6M 419K 1350.62%
Total Value $542M $19M 2752.02%
New Positions 4 5 -1
Increased Positions 9 11 -2
Closed Positions 5 9 -4
Reduced Positions 11 9 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBSC

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Financial Highlights

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Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:
Top 25 BBSC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IAG Wealth Partners, LLC 0.62% 68,553 $6.3M
2 Elevation Wealth Management LLC 0.20% 2,864 $263K
3 Sutton Place Investors LLC 0.11% 2,552 $234K
4 LGT Financial Advisors LLC 0.05% 93 $9K
5 Jpmorgan Chase & Co 0.03% 5,715,682 $521.3M
6 Triad Wealth Partners, LLC 0.02% 4,329 $393K
7 Key FInancial Inc 0.01% 692 $64K
8 Perigon Wealth Management, LLC 0.01% 6,183 $568K
9 Ascent Group, LLC 0.01% 2,501 $230K
10 Mgo One Seven LLC 0.01% 4,067 $374K
11 Financial Engines Advisors L.L.C. 0.00% 21,534 $2.0M
12 Osaic Holdings, INC. 0.00% 15,561 $1.4M
13 LPL Financial LLC 0.00% 75,865 $7.0M
14 Geneos Wealth Management Inc. 0.00% 545 $50K
15 Steward Partners Investment Advisory, LLC 0.00% 892 $82K
16 IFP Advisors, Inc 0.00% 91 $8K
17 Citadel Advisors LLC 0.00% 9,731 $894K
18 Northwestern Mutual Wealth Management Co 0.00% 1,216 $112K
19 Morgan Stanley 0.00% 9,004 $827K
20 Farther Finance Advisors, LLC 0.00% 40 $4K
21 Global Retirement Partners, LLC 0.00% 20 $2K
22 Spire Wealth Management 0.00% 10 —
23 Susquehanna International Group, LLP 0.00% 3,278 $301K
24 UBS Group AG 0.00% 407 $37K
25 Fmr LLC 0.00% 134 $12K
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 (BBSC)

What does the Smart Money Trend signal show for BBSC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BBSC 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 BBSC?

More sellers than buyers — 47% buying: Last quarter: 18 funds reduced or exited vs 16 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 BBSC holders?

Elite ownership — 48% AUM from top-100 funds: 8 of 28 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in BBSC. 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 BBSC?

Mixed — 39% long-term, 18% new: Of the 28 current holders: 11 (39%) held >2 years, 12 held 1–2 years, and 5 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.

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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