Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JEPQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +45
Streak
11Q ▲
Buyers last Q
64%

Smart Money Signals — JEPQ

Based on 963 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added JEPQ 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
963 hedge funds hold JEPQ 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 — +27% more funds vs a year ago

fund count last 6Q
+203 new funds entered over the past year (+27% 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 — 64% buying

604 buying337 selling
Last quarter: 604 funds were net buyers (120 opened a brand new position + 484 added to an existing one). Only 337 were sellers (262 trimmed + 75 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-41 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 106 → 115 → 161 → 120. 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 — 36% long-term, 27% new

■ 36% conviction (2yr+) ■ 37% medium ■ 27% new
Of the 963 current holders: 351 (36%) held >2 years, 354 held 1–2 years, and 258 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

111 → 106 → 115 → 161 → 120 new funds/Q
New funds entering each quarter: 106 → 115 → 161 → 120. A growing number of institutions are discovering JEPQ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 34% veterans, 37% new entrants

■ 34% veterans ■ 29% 1-2yr ■ 37% new
Of 969 current holders: 330 (34%) held 2+ years, 281 held 1–2 years, 358 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
25 of 962 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in JEPQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — JEPQ

In 2026 Q1, 604 hedge funds were net buyers of JEPQ (120 opened a new position, 484 added to an existing one), while 337 reduced or exited (262 trimmed, 75 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 53% of total institutional value in JEPQ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +45 funds (more new holders than closures). Total institutional holders: 963.

Hedge Fund Ownership: JEPQ

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

Market Analysis: JEPQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JEPQ

-- --

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

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

Signal Freshness measures how much JEPQ has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 84d ago
JEPQ
+7.8%
SPY
+14.9%

JEPQ outperformed SPY by -7.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
JEPQ
+1.1%
SPY
+1.1%

Since the filing became public, JEPQ outperformed SPY by +0.0% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 34 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: JEPQ
947 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 947 918 3.16%
13F Shares 167M 176M -5.25%
Total Value $9.09B $10.21B -11.01%
New Positions 115 161 -46
Increased Positions 478 440 +38
Closed Positions 86 69 +17
Reduced Positions 255 227 +28
Total Calls 4 3 33.33%
Total Puts 3 4 -25.0%
PUT/CALL Ratio 0.75 1.33 Neutral

Statistics: JEPQ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

947 + investors

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

QUARTER:
Top 25 JEPQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 James Reed Financial Services, Inc. 20.25% 421,287 $23.4M
2 Wealth Advisors of Iowa, LLC 10.91% 635,087 $35.3M
3 Pvg Asset Management Corp 10.13% 280,457 $17.2M
4 Prota Financial, LLC 8.48% 202,553 $11.8M
5 PSI Advisors, LLC 6.98% 524,994 $29.1M
6 Three Magnolias Financial Advisors, LLC 6.98% 197,560 $11.0M
7 Southern Capital Services Inc /Adv 6.86% 192,191 $10.7M
8 Adams Asset Advisors, LLC 6.77% 1,087,055 $60.4M
9 ADG Wealth Management Group, LLC 6.14% 160,133 $8.9M
10 Aventura Private Wealth, LLC 5.65% 278,150 $15.4M
11 Compass Financial Services Inc 5.18% 215,569 $12.0M
12 RWQ Financial Management Services, Inc. 4.96% 137,150 $7.6M
13 Vienna Asset Management LLC 4.67% 108,256 $6.0M
14 WMS Group LLC 4.65% 57,626 $3.2M
15 21 West Wealth Management LLC 4.56% 88,407 $4.9M
16 Hilton Capital Management, LLC 4.56% 1,086,431 $60.3M
17 Integrity Wealth Partners, LLC 4.45% 89,005 $4.9M
18 Lebenthal Global Advisors, LLC 4.22% 523,278 $29.1M
19 IVC Wealth Advisors LLC 3.65% 151,495 $8.4M
20 Foresight Capital Management Advisors, INC. 3.55% 114,807 $6.4M
21 Fortress Financial Solutions, LLC 3.40% 58,572 $3.3M
22 Centurion Wealth Management LLC 3.33% 265,813 $14.8M
23 Kennedy Investment Group, INC. 3.28% 150,658 $8.4M
24 Caerus Investment Advisors, LLC 3.25% 140,755 $7.8M
25 Retirement Planning Group, LLC / Ny 3.10% 86,607 $4.8M
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 (JEPQ)

What does the Smart Money Trend signal show for JEPQ?

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

More buyers than sellers — 64% buying: Last quarter: 604 funds were net buyers (120 opened a brand new position + 484 added to an existing one). Only 337 were sellers (262 trimmed + 75 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JEPQ holders?

Elite ownership — 53% AUM from top-100 funds: 25 of 962 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in JEPQ. 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 JEPQ?

Mixed — 36% long-term, 27% new: Of the 963 current holders: 351 (36%) held >2 years, 354 held 1–2 years, and 258 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 (JEPQ) following the 2026 Q1 hedge fund 13F filings?

As of today, JEPQ has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), JEPQ has gained +7.8% vs +14.9% 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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