Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPHY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
67%

Smart Money Signals — JPHY

Based on 18 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added JPHY 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
18 hedge funds hold JPHY right now — the highest count in 1.0 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.
🟢

More buyers than sellers — 67% buying

14 buying7 selling
Last quarter: 14 funds were net buyers (7 opened a brand new position + 7 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 10 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 94% entered in last year

■ 0% conviction (2yr+) ■ 6% medium ■ 94% new
Only 0 funds (0%) 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 — ~7 new funds/quarter

5 → 10 → 7 new funds/Q
New funds entering each quarter: 5 → 10 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 18 current holders: 18 (100%) entered in the past year, only 0 (0%) 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 — 96% AUM from top-100 funds

96% from top-100 AUM funds
4 of 18 holders are among the 100 largest funds by AUM, controlling 96% of total institutional value in JPHY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
7.4
out of 10
High Exit Risk
Exit risk score 7.4/10 — 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.

Institutional Sentiment Summary — JPHY

In 2026 Q1, 14 hedge funds were net buyers of JPHY (7 opened a new position, 7 added to an existing one), while 7 reduced or exited (2 trimmed, 5 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 96% of total institutional value in JPHY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 18.

Hedge Fund Ownership: JPHY

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

Market Analysis: JPHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPHY

-- --

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

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

Signal Freshness measures how much JPHY 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 · 87d ago
JPHY
+0.5%
SPY
+13.0%

JPHY outperformed SPY by -12.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
JPHY
+0.8%
SPY
-0.5%

Since the filing became public, JPHY outperformed SPY by +1.3% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: JPHY
18 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 18 16 12.5%
13F Shares 42M 42M -0.77%
Total Value $2.08B $2.12B -1.64%
New Positions 7 10 -3
Increased Positions 7 3 +4
Closed Positions 5 0 +5
Reduced Positions 2 1 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPHY

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

18 + investors

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

QUARTER:
Top 18 JPHY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CMH Wealth Management LLC 4.36% 505,990 $25.4M
2 California Public Employees Retirement System 1.23% 39,896,037 $2.00B
3 Prevail Innovative Wealth Advisors, LLC 1.16% 137,806 $6.9M
4 Magnolia Capital Advisors LLC 0.46% 46,379 $2.3M
5 Benjamin Edwards Inc 0.28% 561,116 $28.1M
6 Cadent Capital Advisors, LLC 0.10% 7,802 $391K
7 Assetmark, Inc 0.03% 289,502 $14.5M
8 Farther Finance Advisors, LLC 0.02% 50,794 $2.5M
9 Concurrent Investment Advisors, LLC 0.01% 22,782 $1.1M
10 DHJJ Financial Advisors, Ltd. 0.00% 113 $6K
11 Rossby Financial, LCC 0.00% 90 $4K
12 Advisory Services Network, LLC 0.00% 900 $45K
13 Jane Street Group, LLC 0.00% 18,117 $909K
14 AE Wealth Management LLC 0.00% 100 $5K
15 Parallel Advisors, LLC 0.00% 17 —
16 Cwm, LLC 0.00% 47 $2K
17 UBS Group AG 0.00% 107 $5K
18 Northwestern Mutual Wealth Management Co 0.00% 21 $1K
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 (JPHY)

What does the Smart Money Trend signal show for JPHY?

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

More buyers than sellers — 67% buying: Last quarter: 14 funds were net buyers (7 opened a brand new position + 7 added to an existing one). Only 7 were sellers (2 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPHY holders?

Elite ownership — 96% AUM from top-100 funds: 4 of 18 holders are among the 100 largest funds by AUM, controlling 96% of total institutional value in JPHY. 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 JPHY?

Mostly new holders — 94% entered in last year: Only 0 funds (0%) 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 (JPHY) following the 2026 Q1 hedge fund 13F filings?

As of today, JPHY has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +1.3%. Since the quarter end (March 31, 2026), JPHY has gained +0.5% vs +13.0% 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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