Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JCPB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
11Q ▲
Buyers last Q
73%

Smart Money Signals — JCPB

Based on 506 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added JCPB 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
506 hedge funds hold JCPB 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 — +40% more funds vs a year ago

fund count last 6Q
+144 new funds entered over the past year (+40% 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 — 73% buying

373 buying140 selling
Last quarter: 373 funds were net buyers (71 opened a brand new position + 302 added to an existing one). Only 140 were sellers (97 trimmed + 43 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 52 → 75 → 78 → 71. 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.
📌

Mixed — 38% long-term, 30% new

■ 38% conviction (2yr+) ■ 32% medium ■ 30% new
Of the 506 current holders: 194 (38%) held >2 years, 161 held 1–2 years, and 151 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.
📈

Growing discovery — still being found

51 → 52 → 75 → 78 → 71 new funds/Q
New funds entering each quarter: 52 → 75 → 78 → 71. A growing number of institutions are discovering JCPB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 38% veterans, 39% new entrants

■ 38% veterans ■ 23% 1-2yr ■ 39% new
Of 506 current holders: 194 (38%) held 2+ years, 114 held 1–2 years, 198 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
21 of 506 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — JCPB

In 2026 Q2, 373 hedge funds were net buyers of JCPB (71 opened a new position, 302 added to an existing one), while 140 reduced or exited (97 trimmed, 43 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in JCPB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 506.

Hedge Fund Ownership: JCPB

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

Market Analysis: JCPB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JCPB

-- --

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

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

Signal Freshness measures how much JCPB has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 85d ago
JCPB
-2.9%
SPY
+3.3%

JCPB outperformed SPY by -6.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 40d ago
JCPB
-1.0%
SPY
-0.7%

Since the filing became public, JCPB outperformed SPY by -0.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 42 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: JCPB
500 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 500 478 4.6%
13F Shares 253M 193M 30.99%
Total Value $10.24B $8.52B 20.09%
New Positions 66 78 -12
Increased Positions 302 284 +18
Closed Positions 44 30 +14
Reduced Positions 97 84 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JCPB

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Financial Highlights

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Institutional Holders (2026 Q2)

500 + investors

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

QUARTER:
Top 25 JCPB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Washington CORP 19.53% 1,737,492 $81.6M
2 46 Peaks LLC 18.99% 643,426 $30.2M
3 D.B. Root & Company, LLC 16.33% 1,637,457 $76.9M
4 Core Wealth Advisors, LLC 15.34% 443,398 $20.8M
5 Grant Street Asset Management, Inc. 13.98% 1,817,615 $85.3M
6 Wiser Wealth Management, Inc 11.81% 1,314,982 $61.7M
7 First Pacific Financial 11.59% 2,072,548 $97.3M
8 Mach-1 Financial Group, LLC 11.16% 613,574 $28.8M
9 Hughes Financial Services, LLC 10.08% 1,620,206 $76.1M
10 Forum Private Client Group LLC 9.99% 714,849 $33.6M
11 Legacy Wealth Management, LLC 9.97% 4,057,660 $190.5M
12 Prudent Investors Network, INC. 9.82% 1,079,613 $50.7M
13 Lawood & Co 9.30% 292,677 $13.7M
14 Investment Counsel Co of Nevada 9.30% 106,092 $5.0M
15 FMA Wealth Management, LLC 9.28% 308,677 $14.5M
16 Summit Financial Strategies, Inc. 9.23% 2,800,552 $131.5M
17 Riverchase Wealth Management, LLC 8.83% 403,571 $18.9M
18 Moss Adams Wealth Advisors LLC 8.51% 2,903,040 $136.3M
19 Joseph Group Capital Management 8.50% 862,060 $40.5M
20 Sierra Ocean, LLC 8.50% 261,576 $12.3M
21 Sentinel Pension Advisors, LLC 8.15% 1,333,579 $62.1M
22 Hartford Financial Management Inc. 8.05% 768,534 $36.1M
23 BankPlus Wealth Management LLC 7.84% 371,116 $17.4M
24 Floyd Financial Group LLC 7.69% 253,334 $11.8M
25 Voisard Asset Management Group, INC. 7.65% 861,280 $40.4M
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 (JCPB)

What does the Smart Money Trend signal show for JCPB?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added JCPB 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 JCPB?

More buyers than sellers — 73% buying: Last quarter: 373 funds were net buyers (71 opened a brand new position + 302 added to an existing one). Only 140 were sellers (97 trimmed + 43 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JCPB holders?

Strong quality — 20% AUM from major funds: 21 of 506 holders rank in the top 100 by AUM, accounting for 20% 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 JCPB?

Mixed — 38% long-term, 30% new: Of the 506 current holders: 194 (38%) held >2 years, 161 held 1–2 years, and 151 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.

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

As of today, JCPB has moved -1.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (June 30, 2026), JCPB has gained -2.9% vs +3.3% 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.

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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