Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (BBSC)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
69%

Smart Money Signals — BBSC

Based on 31 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BBSC 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 — 89% of 3.0Y peak

89% of all-time peak
31 funds currently hold this stock — 89% of the 3.0-year high of 35 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +55% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+55% 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. The peak was reached in just 3 quarters from the low — a sharp move.
🟢

More buyers than sellers — 69% buying

18 buying8 selling
Last quarter: 18 funds were net buyers (8 opened a brand new position + 10 added to an existing one). Only 8 were sellers (8 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new BBSC position: 6 → 4 → 2 → 8. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 29% new

35% conviction (2yr+) 35% medium 29% new
Of the 31 current holders: 11 (35%) held >2 years, 11 held 1–2 years, and 9 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 — ~8 new funds/quarter

4 → 6 → 4 → 2 → 8 new funds/Q
New funds entering each quarter: 6 → 4 → 2 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 48% of holders stayed 2+ years

48% veterans 23% 1-2yr 29% new
Of 31 current holders: 15 (48%) 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.
🏆

Elite ownership — 95% AUM from top-100 funds

95% from top-100 AUM funds
7 of 31 holders are among the 100 largest funds by AUM, controlling 95% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 2025 Q4, 18 hedge funds were net buyers of BBSC (8 opened a new position, 10 added to an existing one), while 8 reduced or exited (8 trimmed their position) — a 69% buyer ratio, indicating clear institutional accumulation. 95% of total institutional value in BBSC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 31.

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

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: BBSC
2026 Q1 Stats Unlock in 7 days 31 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 31 23 34.78%
13F Shares 6M 6M 2.4%
Total Value $473M $461M 2.57%
New Positions 8 2 +6
Increased Positions 10 10 -
Closed Positions 0 2 -2
Reduced Positions 8 6 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBSC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

31 + investors

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

Top 19 institutional holders of BBSC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IAG Wealth Partners, LLC 0.57% 67,456 $5.1M
2 Elevation Wealth Management LLC 0.21% 3,001 $225K
3 SUTTON PLACE INVESTORS LLC 0.11% 2,665 $200K
4 LGT Financial Advisors LLC 0.03% 88 $7K
5 Triad Wealth Partners, LLC 0.03% 4,448 $334K
6 Janney Montgomery Scott LLC 0.02% 127,594 $10K
7 Legacy Edge Advisors, LLC 0.02% 2,732 $205K
8 Key FInancial Inc 0.01% 692 $52K
9 Perigon Wealth Management, LLC 0.01% 6,086 $457K
10 Geneos Wealth Management Inc. 0.00% 1,646 $124K
11 LPL Financial LLC 0.00% 76,226 $5.7M
12 Steward Partners Investment Advisory, LLC 0.00% 896 $67K
13 Ascentis Independent Advisors 0.00% 51 $4K
14 IFP Advisors, Inc 0.00% 92 $7K
15 JANE STREET GROUP, LLC 0.00% 12,365 $928K
16 Farther Finance Advisors, LLC 0.00% 40 $3K
17 Spire Wealth Management 0.00% 10
18 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% 453 $34K
19 UBS Group AG 0.00% 363 $27K
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?

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

More buyers than sellers — 69% buying: Last quarter: 18 funds were net buyers (8 opened a brand new position + 10 added to an existing one). Only 8 were sellers (8 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BBSC holders?

Elite ownership — 95% AUM from top-100 funds: 7 of 31 holders are among the 100 largest funds by AUM, controlling 95% 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 — 35% long-term, 29% new: Of the 31 current holders: 11 (35%) held >2 years, 11 held 1–2 years, and 9 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.