Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JMTG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +29
Streak
3Q ▲
Buyers last Q
67%

Smart Money Signals — JMTG

Based on 152 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 JMTG 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
152 hedge funds hold JMTG right now — the highest count in 2.8 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 — +15100% more funds vs a year ago

fund count last 6Q
+151 new funds entered over the past year (+15100% 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

103 buying50 selling
Last quarter: 103 funds were net buyers (45 opened a brand new position + 58 added to an existing one). Only 50 were sellers (34 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~45 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 91 → 45 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 99% entered in last year

■ 1% conviction (2yr+) ■ 1% medium ■ 99% new
Only 1 funds (1%) 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 — ~45 new funds/quarter

0 → 0 → 91 → 45 → 45 new funds/Q
New funds entering each quarter: 0 → 91 → 45 → 45. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 152 current holders: 150 (99%) entered in the past year, only 2 (1%) 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.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
18 of 152 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in JMTG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.5
out of 10
High Exit Risk
Exit risk score 7.5/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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: JMTG

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

Market Analysis: JMTG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JMTG

-- --

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.

14 top-rated funds 8 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: JMTG
2026 Q1 Stats Unlock in 11 days 152 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 152 123 23.58%
13F Shares 109M 97M 11.88%
Total Value $5.57B $4.96B 12.2%
New Positions 45 45 -
Increased Positions 58 33 +25
Closed Positions 16 13 +3
Reduced Positions 34 34 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JMTG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

152 + investors

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

Top 25 institutional holders of JMTG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bill Few Associates, Inc. 9.49% 776,776 $39.6M
2 FIRST NATIONAL BANK SIOUX FALLS 8.55% 611,824 $31.2M
3 BREAKTHRU ADVISORY SERVICES, LLC 7.46% 91,220 $4.7M
4 Choice Wealth Advisors LLC 6.50% 324,586 $16.6M
5 TrustBank 5.14% 259,677 $13.2M
6 Avalon Trust Co 4.70% 1,337,102 $68.2M
7 BlueStem Wealth Partners, LLC 4.14% 731,209 $37.3M
8 FARMERS TRUST CO 3.91% 488,983 $24.9M
9 Acropolis Investment Management, LLC 3.89% 1,725,651 $88.0M
10 INVENIO WEALTH PARTNERS LLC 3.27% 161,427 $8.2M
11 Abacus Planning Group, Inc. 3.21% 467,791 $23.9M
12 Tortoise Investment Management, LLC 2.59% 615,239 $31.4M
13 Avise Financial Cooperative, Inc. 2.09% 49,639 $2.5M
14 Goelzer Investment Management, Inc. 2.02% 819,602 $41.8M
15 FIRST NATIONAL TRUST CO 1.46% 841,662 $42.9M
16 Beverly Hills Private Wealth, LLC 1.27% 149,776 $7.6M
17 CDKV HOLDINGS LLC 1.03% 23,096 $1.2M
18 Central Pacific Bank - Trust Division 0.88% 135,295 $6.9M
19 JOHNSON INVESTMENT COUNSEL INC 0.65% 1,573,528 $80.2M
20 Wealth Enhancement Trust Services, Inc. 0.61% 98,339 $5.0M
21 ESL Trust Services, LLC 0.53% 54,033 $2.8M
22 OneDigital Investment Advisors LLC 0.44% 889,486 $45.4M
23 Perennial Advisors, LLC 0.32% 37,106 $1.9M
24 Independence Bank of Kentucky 0.29% 44,920 $2.3M
25 AAF Wealth Management, LLC 0.27% 13,022 $664K
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 (JMTG)

What does the Smart Money Trend signal show for JMTG?

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

More buyers than sellers — 67% buying: Last quarter: 103 funds were net buyers (45 opened a brand new position + 58 added to an existing one). Only 50 were sellers (34 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JMTG holders?

Elite ownership — 69% AUM from top-100 funds: 18 of 152 holders are among the 100 largest funds by AUM, controlling 69% of total institutional value in JMTG. 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 JMTG?

Mostly new holders — 99% entered in last year: Only 1 funds (1%) 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.

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.