Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JPEM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — JPEM

Based on 108 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JPEM 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.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
108 funds currently hold this stock — 94% of the 3.0-year high of 115 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold JPEM compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 63% buying

65 buying38 selling
Last quarter: 65 funds were net buyers (14 opened a brand new position + 51 added to an existing one). Only 38 were sellers (30 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new JPEM position: 11 → 14 → 6 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 27% medium ■ 16% new
62 out of 108 hedge funds have held JPEM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

20 → 11 → 14 → 6 → 14 new funds/Q
New funds entering each quarter: 11 → 14 → 6 → 14. JPEM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 19% 1-2yr ■ 22% new
Of 108 current holders: 63 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
13 of 108 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

Hedge Fund Ownership: JPEM

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

Market Analysis: JPEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPEM

-- --

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.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: JPEM
2026 Q1 Stats Unlock in 10 days 108 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 108 102 5.88%
13F Shares 5M 5M 2.85%
Total Value $293M $276M 6.01%
New Positions 14 6 +8
Increased Positions 51 49 +2
Closed Positions 8 15 -7
Reduced Positions 30 32 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPEM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

108 + investors

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

Top 25 institutional holders of JPEM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SAM Advisors, LLC 3.84% 197,195 $12.3M
2 Birchwood Financial Partners, Inc. 1.73% 28,840 $1.8M
3 RHS Financial, LLC 1.51% 51,321 $3.2M
4 Tactive Advisors, LLC 1.34% 76,635 $4.8M
5 KWB Wealth 0.96% 159,191 $9.7M
6 BKM Wealth Management, LLC 0.72% 31,826 $2.0M
7 Accel Wealth Management 0.55% 33,883 $2.1M
8 Cedar Point Capital Partners, LLC 0.42% 10,491 $652K
9 5T Wealth, LLC 0.33% 13,254 $823K
10 Bond & Devick Financial Network, Inc. 0.25% 14,151 $879K
11 Berger Financial Group, Inc 0.24% 69,752 $4.3M
12 WEALTHEDGE INVESTMENT ADVISORS, LLC 0.24% 10,479 $651K
13 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.22% 8,236 $512K
14 Avantax Planning Partners, Inc. 0.21% 123,594 $7.7M
15 KELLY FINANCIAL GROUP LLC 0.18% 11,723 $728K
16 SIGNET FINANCIAL MANAGEMENT, LLC 0.15% 21,467 $1.3M
17 Lodestone Wealth Management LLC 0.14% 5,775 $359K
18 MN Wealth Advisors, LLC 0.13% 4,387 $273K
19 Harbor Asset Planning, Inc. 0.13% 2,435 $151K
20 Amplius Wealth Advisors, LLC 0.08% 15,120 $939K
21 LOM Asset Management Ltd 0.08% 4,255 $264K
22 MONECO ADVISORS, LLC 0.06% 13,296 $826K
23 Sharkey, Howes & Javer 0.06% 7,271 $452K
24 Focus Financial Network, Inc. 0.06% 26,939 $1.7M
25 PRECEDENT WEALTH PARTNERS, LLC 0.06% 4,742 $295K
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 (JPEM)

What does the Smart Money Trend signal show for JPEM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JPEM 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 JPEM?

More buyers than sellers — 63% buying: Last quarter: 65 funds were net buyers (14 opened a brand new position + 51 added to an existing one). Only 38 were sellers (30 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPEM holders?

Strong quality — 29% AUM from major funds: 13 of 108 holders rank in the top 100 by AUM, accounting for 29% 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 JPEM?

57% of holders stayed for 2+ years: 62 out of 108 hedge funds have held JPEM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.