JIRE Hedge Fund Ownership (Q2 2026)

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

As of today, JIRE has moved -0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.4%. Since the quarter end (June 30, 2026), JIRE gained +3.9% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

J P Morgan Exchange Traded F (JIRE)

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

Smart Money Signals — JIRE

Based on 337 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 JIRE 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

337 hedge funds hold JIRE 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 — +83% more funds vs a year ago

fund count last 6Q

+153 new funds entered over the past year (+83% 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 — 67% buying

221 buying108 selling

Last quarter: 221 funds were net buyers (57 opened a brand new position + 164 added to an existing one). Only 108 were sellers (83 trimmed + 25 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: 53 → 57 → 64 → 57. 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 — 39% entered in last year

■ 23% conviction (2yr+) ■ 37% medium ■ 39% new

Only 79 funds (23%) 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.

➡️

Steady discovery — ~57 new funds/quarter

44 → 53 → 57 → 64 → 57 new funds/Q

New funds entering each quarter: 53 → 57 → 64 → 57. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🌱

Early stage — 55% of holders entered in last year

■ 22% veterans ■ 23% 1-2yr ■ 55% new

Of 337 current holders: 184 (55%) entered in the past year, only 75 (22%) 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 — 30% AUM from major funds

30% from top-100 AUM funds

24 of 337 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.8

out of 10

Moderate Exit Risk

Exit risk score 4.8/10 — 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 Q2)	Prior (2026 Q1)	Change
Funds Holding	350	337	3.86%
13F Shares	121M	63M	91.21%
Total Value	$9.72B	$4.54B	113.96%
New Positions	40	57	-17
Increased Positions	167	164	+3
Closed Positions	27	25	+2
Reduced Positions	97	83	+14
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

350

337

3.86%

13F Shares

121M

63M

91.21%

Total Value

$9.72B

$4.54B

113.96%

New Positions

-17

Increased Positions

167

164

Closed Positions

Reduced Positions

+14

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

350 + investors

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

QUARTER:

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

Top 25 JIRE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	New England Professional Planning Group Inc.	23.46%	761,909	$62.8M
2	Richard P Slaughter Associates Inc	12.80%	791,687	$65.3M
3	Hughes Financial Services, LLC	9.92%	907,369	$74.8M
4	Choice Wealth Advisors LLC	8.85%	305,647	$25.2M
5	Kelly Financial Group LLC	8.41%	459,051	$37.9M
6	SIMA Wealth Partners, LLC	7.47%	127,757	$10.5M
7	EdgeRock Capital LLC	7.08%	378,709	$31.2M
8	Providence Financial Advisors, LLC	6.18%	131,791	$10.9M
9	Conservest Capital Advisors, Inc.	6.01%	915,678	$75.5M
10	Investors Portfolio Services LLC	5.83%	92,647	$7.6M
11	Francis Financial, Inc.	5.35%	396,161	$32.7M
12	Kendall Capital Management	4.81%	349,767	$28.9M
13	Merited Wealth, LLC	4.60%	78,836	$6.5M
14	MN Wealth Advisors, LLC	4.32%	123,012	$10.1M
15	Elk River Wealth Management LLC	4.24%	322,334	$26.6M
16	Sacks & Associates, LLC	4.08%	72,494	$6.1M
17	Base Wealth Management LLC	3.89%	101,496	$8.4M
18	Bryant Woods Investment Advisors, LLC	3.77%	164,127	$13.5M
19	Cutler Investment Counsel LLC	3.73%	480,390	$39.6M
20	Navigation Group, LLC	3.58%	222,982	$18.4M
21	Bogart Wealth, LLC	3.53%	1,248,235	$103.0M
22	Mascoma Wealth Management LLC	3.47%	226,552	$18.7M
23	Family Investment Center, Inc.	3.43%	250,069	$20.6M
24	First Financial Bank - Trust Division	2.98%	506,500	$41.8M
25	ForthRight Wealth Management, LLC	2.95%	139,694	$11.5M

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 (JIRE)

What does the Smart Money Trend signal show for JIRE?

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

More buyers than sellers — 67% buying: Last quarter: 221 funds were net buyers (57 opened a brand new position + 164 added to an existing one). Only 108 were sellers (83 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JIRE holders?

Strong quality — 30% AUM from major funds: 24 of 337 holders rank in the top 100 by AUM, accounting for 30% 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 JIRE?

Mostly new holders — 39% entered in last year: Only 79 funds (23%) 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 (JIRE) following the 2026 Q2 hedge fund 13F filings?

As of today, JIRE has moved -0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.4%. Since the quarter end (June 30, 2026), JIRE has gained +3.9% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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 (JIRE)

Smart Money Signals — JIRE

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +83% more funds vs a year ago

More buyers than sellers — 67% buying

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

Mostly new holders — 39% entered in last year

Steady discovery — ~57 new funds/quarter

Early stage — 55% of holders entered in last year

Strong quality — 30% AUM from major funds

Institutional Sentiment Summary — JIRE

Hedge Fund Ownership: JIRE

Market Analysis: JIRE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JIRE

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

Hedge Fund Positioning: JIRE

Statistics: JIRE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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