Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JMTG)

164 + 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
↑ +5
Streak
4Q ▲
Buyers last Q
58%

Smart Money Signals — JMTG

Based on 166 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
166 hedge funds hold JMTG 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 — +16500% more funds vs a year ago

fund count last 6Q
+165 new funds entered over the past year (+16500% 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.
🟡

Slight buying edge — 58% buying

91 buying65 selling
Last quarter: 91 funds bought or added vs 65 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 92 → 49 → 49 → 24. 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 — 58% entered in last year

■ 1% conviction (2yr+) ■ 41% medium ■ 58% 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.
📊

Peak discovery — momentum slowing

0 → 92 → 49 → 49 → 24 new funds/Q
New funds entering each quarter: 92 → 49 → 49 → 24. JMTG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 166 current holders: 164 (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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
20 of 166 holders are among the 100 largest funds by AUM, controlling 44% 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.
6.5
out of 10
Moderate Exit Risk
Exit risk score 6.5/10 — 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 — JMTG

In 2026 Q1, 91 hedge funds were net buyers of JMTG (24 opened a new position, 67 added to an existing one), while 65 reduced or exited (46 trimmed, 19 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in JMTG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 166.

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.

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

Signal Freshness measures how much JMTG 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
JMTG
-0.9%
SPY
+14.9%

JMTG outperformed SPY by -15.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
JMTG
+0.8%
SPY
+1.1%

Since the filing became public, JMTG outperformed SPY by -0.3% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 7 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: JMTG
164 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 164 161 1.86%
13F Shares 74M 110M -32.59%
Total Value $3.67B $5.60B -34.57%
New Positions 23 49 -26
Increased Positions 67 59 +8
Closed Positions 20 16 +4
Reduced Positions 45 37 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JMTG

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Institutional Holders (2026 Q1)

164 + investors

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

QUARTER:
Top 25 JMTG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hamilton Capital, LLC 10.04% 3,798,327 $193.7M
2 Bill Few Associates, Inc. 9.49% 776,776 $39.6M
3 First National Bank Sioux Falls 8.55% 611,824 $31.2M
4 NorthRock Partners, LLC 8.01% 9,745,400 $497.0M
5 Breakthru Advisory Services, LLC 7.46% 91,220 $4.7M
6 Choice Wealth Advisors LLC 6.50% 324,586 $16.6M
7 TrustBank 5.14% 259,677 $13.2M
8 Avalon Trust Co 4.70% 1,337,102 $68.2M
9 BlueStem Wealth Partners, LLC 4.14% 731,209 $37.3M
10 FinArc Investments, Inc. 4.00% 81,584 $4.2M
11 Farmers Trust Co 3.91% 488,983 $24.9M
12 Acropolis Investment Management, LLC 3.89% 1,725,651 $88.0M
13 Invenio Wealth Partners LLC 3.27% 161,427 $8.2M
14 Abacus Planning Group, Inc. 3.21% 467,791 $23.9M
15 Tortoise Investment Management, LLC 2.59% 615,239 $31.4M
16 Avise Financial Cooperative, Inc. 2.09% 49,639 $2.5M
17 Goelzer Investment Management, Inc. 2.02% 819,602 $41.8M
18 Bailard, INC. 1.71% 1,456,163 $74.3M
19 First National Trust Co 1.46% 841,662 $42.9M
20 Beverly Hills Private Wealth, LLC 1.27% 149,776 $7.6M
21 Ssi Investment Management LLC 1.09% 308,708 $15.7M
22 Cdkv Holdings LLC 1.03% 23,096 $1.2M
23 HighPoint Advisor Group LLC 0.96% 448,811 $22.9M
24 Central Pacific Bank - Trust Division 0.88% 135,295 $6.9M
25 Hudson Portfolio Management LLC 0.79% 18,425 $940K
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 — 4 quarters in a row: For 4 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?

Slight buying edge — 58% buying: Last quarter: 91 funds bought or added vs 65 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JMTG holders?

Elite ownership — 44% AUM from top-100 funds: 20 of 166 holders are among the 100 largest funds by AUM, controlling 44% 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 — 58% 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.

Is it too late to buy J P Morgan Exchange Traded F (JMTG) following the 2026 Q1 hedge fund 13F filings?

As of today, JMTG has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), JMTG has gained -0.9% 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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