Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPEF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — JPEF

Based on 122 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JPEF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
122 hedge funds hold JPEF 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

61 buying64 selling
Last quarter: 64 funds reduced or exited vs 61 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 15 → 13 → 24 → 18. 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 — 28% long-term, 27% new

■ 28% conviction (2yr+) ■ 45% medium ■ 27% new
Of the 122 current holders: 34 (28%) held >2 years, 55 held 1–2 years, and 33 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

15 → 15 → 13 → 24 → 18 new funds/Q
New funds entering each quarter: 15 → 13 → 24 → 18. A growing number of institutions are discovering JPEF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 21% veterans, 39% new entrants

■ 21% veterans ■ 40% 1-2yr ■ 39% new
Of 122 current holders: 26 (21%) held 2+ years, 49 held 1–2 years, 47 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 25% AUM from major funds

25% from top-100 AUM funds
13 of 122 holders rank in the top 100 by AUM, accounting for 25% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — JPEF

In 2026 Q2, 61 hedge funds were net buyers of JPEF (18 opened a new position, 43 added to an existing one), while 64 reduced or exited (44 trimmed, 20 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 25% of total institutional value in JPEF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 122.

Hedge Fund Ownership: JPEF

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

Market Analysis: JPEF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPEF

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: JPEF
122 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 122 124 -1.61%
13F Shares 14M 13M 3.8%
Total Value $1.11B $954M 16.33%
New Positions 18 24 -6
Increased Positions 43 37 +6
Closed Positions 20 19 +1
Reduced Positions 44 42 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPEF

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Institutional Holders (2026 Q2)

122 + investors

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

QUARTER:
Top 25 JPEF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Balance Wealth Partners LLC 5.86% 274,373 $22.0M
2 Leverty Financial Group, LLC 5.40% 345,623 $27.8M
3 Evergreen Wealth Partners LLC 3.93% 81,434 $6.5M
4 Avantax Planning Partners, Inc. 3.85% 1,924,120 $154.6M
5 Magnolia Capital Advisors LLC 1.68% 121,565 $9.8M
6 Castle Wealth Management LLC 1.64% 68,720 $5.5M
7 Beaumont Financial Advisors, LLC 1.46% 285,193 $22.9M
8 Investment Planning Advisors, Inc. 1.23% 65,993 $5.3M
9 Novem Group 1.05% 128,961 $10.4M
10 Morangie Management LLC 0.99% 14,775 $1.2M
11 Moneco Advisors, LLC 0.93% 190,357 $15.3M
12 Cozad Asset Management Inc 0.69% 133,507 $10.7M
13 Flagship Wealth Advisors, LLC 0.68% 37,569 $3.0M
14 First Citizens Financial Corp 0.64% 19,053 $1.5M
15 Cora Capital Advisors LLC 0.48% 21,429 $1.7M
16 D L Carlson Investment Group Inc 0.48% 37,260 $3.0M
17 Medallion Wealth Advisors, LLC 0.47% 20,704 $1.5M
18 SFG Wealth Management, LLC. 0.46% 15,866 $1.3M
19 Herold Advisors, Inc. 0.43% 27,188 $2.2M
20 MBL Wealth, LLC 0.41% 75,077 $6.0M
21 5T Wealth, LLC 0.36% 12,092 $971K
22 Prosperity Financial Group, Inc. 0.32% 12,702 $1.0M
23 Smith Shellnut Wilson LLC /Adv 0.29% 10,231 $764K
24 Stratos Wealth Partners, LTD. 0.29% 360,268 $28.9M
25 Ignite Planners, LLC 0.24% 21,779 $1.7M
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 (JPEF)

What does the Smart Money Trend signal show for JPEF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JPEF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JPEF?

More sellers than buyers — 49% buying: Last quarter: 64 funds reduced or exited vs 61 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JPEF holders?

Strong quality — 25% AUM from major funds: 13 of 122 holders rank in the top 100 by AUM, accounting for 25% 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 JPEF?

Mixed — 28% long-term, 27% new: Of the 122 current holders: 34 (28%) held >2 years, 55 held 1–2 years, and 33 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.

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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