Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JCPI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
8Q ▲
Buyers last Q
65%

Smart Money Signals — JCPI

Based on 58 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added JCPI 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
58 hedge funds hold JCPI 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 — +87% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+87% 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 — 65% buying

36 buying19 selling
Last quarter: 36 funds were net buyers (12 opened a brand new position + 24 added to an existing one). Only 19 were sellers (14 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 13 → 9 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 38% new

■ 31% conviction (2yr+) ■ 31% medium ■ 38% new
Of the 58 current holders: 18 (31%) held >2 years, 18 held 1–2 years, and 22 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.
📊

Peak discovery — momentum slowing

5 → 12 → 13 → 9 → 12 new funds/Q
New funds entering each quarter: 12 → 13 → 9 → 12. JCPI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 36% veterans, 45% new entrants

■ 36% veterans ■ 19% 1-2yr ■ 45% new
Of 58 current holders: 21 (36%) held 2+ years, 11 held 1–2 years, 26 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
10 of 58 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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 — JCPI

In 2026 Q1, 36 hedge funds were net buyers of JCPI (12 opened a new position, 24 added to an existing one), while 19 reduced or exited (14 trimmed, 5 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in JCPI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 58.

Hedge Fund Ownership: JCPI

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

Market Analysis: JCPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JCPI

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: JCPI
2026 Q2 Stats Unlock in 4 days 58 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 58 50 16.0%
13F Shares 2M 13M -83.5%
Total Value $100M $626M -83.97%
New Positions 12 9 +3
Increased Positions 24 28 -4
Closed Positions 4 2 +2
Reduced Positions 14 7 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JCPI

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Institutional Holders (2026 Q2)

58 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JCPI. 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.
Top 25 JCPI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Urban Wealth Management, LLC 1.64% 39,348 $1.9M
2 Fulton Breakefield Broenniman LLC 0.67% 238,292 $11.4M
3 Systelligence, LLC 0.63% 78,600 $3.8M
4 Oxford Financial Group, LTD. LLC 0.61% 252,682 $12.1M
5 Signet Private Wealth LLC 0.20% 5,114 $245K
6 Prevail Innovative Wealth Advisors, LLC 0.16% 22,347 $1.1M
7 Bill Few Associates, Inc. 0.15% 15,213 $728K
8 Ocean Park Asset Management, LLC 0.15% 66,500 $3.2M
9 Cornerstone Planning Group LLC 0.15% 25,061 $1.2M
10 Clear Creek Financial Management, LLC 0.13% 42,119 $2.0M
11 Collier Financial 0.10% 3,120 $149K
12 Prism Advisors, Inc. 0.08% 6,737 $322K
13 Sage Rhino Capital LLC 0.08% 9,819 $470K
14 MAI Capital Management 0.05% 285,828 $13.7M
15 AE Wealth Management LLC 0.03% 133,089 $6.4M
16 Kestra Private Wealth Services, LLC 0.03% 55,476 $2.7M
17 Jpmorgan Chase & Co 0.03% 10,927,719 $525.5M
18 Private Advisor Group, LLC 0.03% 118,963 $5.7M
19 Integrated Wealth Concepts LLC 0.03% 109,800 $5.3M
20 Nations Financial Group Inc, /Ia/ /Adv 0.02% 7,497 $359K
21 Hickory Point Bank & Trust 0.01% 432 $21K
22 Atria Investments, Inc 0.01% 23,419 $1.1M
23 Oppenheimer & Co Inc 0.01% 16,650 $797K
24 Citizens Financial Group Inc/Ri 0.01% 14,420 $690K
25 &Partners 0.01% 41,459 $2.0M
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 (JCPI)

What does the Smart Money Trend signal show for JCPI?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added JCPI 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 JCPI?

More buyers than sellers — 65% buying: Last quarter: 36 funds were net buyers (12 opened a brand new position + 24 added to an existing one). Only 19 were sellers (14 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JCPI holders?

Strong quality — 24% AUM from major funds: 10 of 58 holders rank in the top 100 by AUM, accounting for 24% 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 JCPI?

Mixed — 31% long-term, 38% new: Of the 58 current holders: 18 (31%) held >2 years, 18 held 1–2 years, and 22 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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