JBND Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy J P Morgan Exchange Traded F (JBND) following the 2026 Q2 hedge fund 13F filings?

As of today, JBND has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), JBND gained -1.5% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

J P Morgan Exchange Traded F (JBND)

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

Smart Money Signals — JBND

Based on 308 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q

For 9 consecutive quarters, more hedge funds added JBND 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.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

308 hedge funds hold JBND right now — the highest count in 2.5 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 — +126% more funds vs a year ago

fund count last 6Q

+172 new funds entered over the past year (+126% 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 buyers than sellers — 77% buying

243 buying71 selling

Last quarter: 243 funds were net buyers (59 opened a brand new position + 184 added to an existing one). Only 71 were sellers (52 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 42 → 53 → 73 → 59. 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.

🔄

Mostly new holders — 51% entered in last year

■ 6% conviction (2yr+) ■ 43% medium ■ 51% new

Only 18 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📈

Growing discovery — still being found

41 → 42 → 53 → 73 → 59 new funds/Q

New funds entering each quarter: 42 → 53 → 73 → 59. A growing number of institutions are discovering JBND each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 68% of holders entered in last year

■ 4% veterans ■ 29% 1-2yr ■ 68% new

Of 308 current holders: 209 (68%) entered in the past year, only 11 (4%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

16 of 308 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

5.7

out of 10

Moderate Exit Risk

Exit risk score 5.7/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	304	267	13.86%
13F Shares	108M	89M	21.54%
Total Value	$5.61B	$4.80B	17.04%
New Positions	57	73	-16
Increased Positions	182	153	+29
Closed Positions	20	14	+6
Reduced Positions	52	27	+25
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

304

267

13.86%

13F Shares

108M

89M

21.54%

Total Value

$5.61B

$4.80B

17.04%

New Positions

-16

Increased Positions

182

153

+29

Closed Positions

Reduced Positions

+25

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

304 + investors

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

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 JBND holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Pinnacle Wealth Management, LLC	9.46%	285,453	$15.3M
2	Northwest Financial Advisors	9.38%	1,318,229	$70.5M
3	Lifelong Wealth Advisors, INC.	8.79%	699,070	$37.4M
4	Echo Wealth Management, LLC	7.95%	291,117	$15.6M
5	Vawter Financial, Ltd.	7.26%	360,261	$19.3M
6	Argo Wealth Advisory, LLC	6.83%	231,442	$12.4M
7	CGC Financial Services, LLC	6.69%	555,625	$29.7M
8	Essex LLC	6.48%	798,166	$42.7M
9	Choice Wealth Advisors LLC	6.40%	341,073	$18.2M
10	Diversified Portfolios, Inc.	6.15%	1,583,948	$84.7M
11	AGH Wealth Advisors, LLC	5.99%	177,406	$9.5M
12	IAG Wealth Partners, LLC	5.90%	1,114,649	$59.6M
13	Royal Harbor Partners, LLC	5.89%	355,465	$19.0M
14	Peterson Wealth Advisors, LLC	5.88%	930,053	$49.8M
15	LVZ, Inc.	5.24%	964,908	$51.6M
16	Tenet Wealth Partners, LLC	5.17%	131,606	$7.0M
17	Baldwin Wealth Partners LLC/Ma	5.14%	1,470,097	$78.7M
18	Cobblestone Asset Management LLC	5.14%	230,251	$12.3M
19	Bridgewater Advisors Inc.	4.94%	1,722,643	$90.6M
20	Arlington Financial Advisors, LLC	4.89%	719,463	$38.5M
21	Guided Capital Wealth Management, LLC	4.88%	156,105	$8.4M
22	Berger Financial Group, Inc	3.91%	1,431,811	$76.6M
23	Independence Asset Advisors, LLC	3.89%	279,411	$14.9M
24	Lockerman Financial Group, INC.	3.83%	46,840	$2.5M
25	Intrua Financial, LLC	3.64%	742,478	$39.7M

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 (JBND)

What does the Smart Money Trend signal show for JBND?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added JBND 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 JBND?

More buyers than sellers — 77% buying: Last quarter: 243 funds were net buyers (59 opened a brand new position + 184 added to an existing one). Only 71 were sellers (52 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JBND holders?

Strong quality — 36% AUM from major funds: 16 of 308 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JBND?

Mostly new holders — 51% entered in last year: Only 18 funds (6%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy J P Morgan Exchange Traded F (JBND) following the 2026 Q2 hedge fund 13F filings?

As of today, JBND has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), JBND has gained -1.5% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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J P Morgan Exchange Traded F (JBND)

Smart Money Signals — JBND

Buying streak — 9 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +126% more funds vs a year ago

More buyers than sellers — 77% buying

Fewer new buyers each quarter (-14 vs last Q)

Mostly new holders — 51% entered in last year

Growing discovery — still being found

Early stage — 68% of holders entered in last year

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — JBND

Hedge Fund Ownership: JBND

Market Analysis: JBND

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JBND

Is It Too Late to Buy J P Morgan Exchange Traded F (JBND) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: JBND

Statistics: JBND

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — J P Morgan Exchange Traded F (JBND)

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