Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JEMA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
68%

Smart Money Signals — JEMA

Based on 87 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added JEMA 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
87 hedge funds hold JEMA 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 — +38% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+38% 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 — 68% buying

60 buying28 selling
Last quarter: 60 funds were net buyers (18 opened a brand new position + 42 added to an existing one). Only 28 were sellers (17 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 12 → 17 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 22% medium ■ 31% new
41 out of 87 hedge funds have held JEMA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

14 → 9 → 12 → 17 → 18 new funds/Q
New funds entering each quarter: 9 → 12 → 17 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 45% of holders stayed 2+ years

■ 45% veterans ■ 20% 1-2yr ■ 36% new
Of 87 current holders: 39 (45%) 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 — 82% AUM from top-100 funds

82% from top-100 AUM funds
11 of 87 holders are among the 100 largest funds by AUM, controlling 82% of total institutional value in JEMA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: JEMA

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

Market Analysis: JEMA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JEMA

-- --

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.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: JEMA
2026 Q1 Stats Unlock in 10 days 87 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 87 80 8.75%
13F Shares 24M 25M -1.63%
Total Value $1.20B $1.18B 1.34%
New Positions 18 17 +1
Increased Positions 42 26 +16
Closed Positions 11 7 +4
Reduced Positions 17 28 -11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JEMA

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

87 + investors

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

Top 25 institutional holders of JEMA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 KELLY FINANCIAL GROUP LLC 6.33% 483,823 $25.2M
2 Advantage Trust Co 4.07% 174,425 $9.1M
3 WJ Wealth Management, LLC 2.78% 113,984 $5.9M
4 Wagner Wealth Management, LLC 2.01% 191,559 $10.0M
5 5T Wealth, LLC 1.13% 54,729 $2.8M
6 Pallas Capital Advisors LLC 0.77% 392,944 $20.4M
7 Nautilus Advisors LLC 0.73% 20,333 $1.1M
8 Merited Wealth, LLC 0.66% 15,289 $795K
9 Fortitude Financial, LLC 0.64% 23,202 $1.2M
10 Centennial Bank/AR/ 0.64% 34,119 $1.8M
11 Saxony Capital Management, LLC 0.38% 12,669 $659K
12 TBH Global Asset Management, LLC 0.22% 20,768 $1.1M
13 First Bank & Trust 0.16% 18,938 $985K
14 3Chopt Investment Partners, LLC 0.15% 12,385 $644K
15 Emergent Wealth Advisors, LLC 0.13% 4,249 $221K
16 MN Wealth Advisors, LLC 0.12% 4,782 $249K
17 FIRETHORN WEALTH PARTNERS, LLC 0.10% 5,395 $281K
18 Janney Montgomery Scott LLC 0.09% 736,120 $38K
19 Perigon Wealth Management, LLC 0.09% 100,439 $5.2M
20 UNIQUE WEALTH, LLC 0.09% 12,487 $650K
21 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% 13,184 $686K
22 LAKE STREET PRIVATE WEALTH, LLC 0.08% 11,691 $608K
23 LGT Financial Advisors LLC 0.07% 271 $14K
24 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.05% 3,924 $204K
25 TWIN PEAKS WEALTH ADVISORS, LLC 0.02% 1,833 $95K
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 (JEMA)

What does the Smart Money Trend signal show for JEMA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added JEMA 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 JEMA?

More buyers than sellers — 68% buying: Last quarter: 60 funds were net buyers (18 opened a brand new position + 42 added to an existing one). Only 28 were sellers (17 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JEMA holders?

Elite ownership — 82% AUM from top-100 funds: 11 of 87 holders are among the 100 largest funds by AUM, controlling 82% of total institutional value in JEMA. 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 JEMA?

47% of holders stayed for 2+ years: 41 out of 87 hedge funds have held JEMA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.