Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JPIE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +45
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — JPIE

Based on 379 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added JPIE 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
379 hedge funds hold JPIE 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 — +55% more funds vs a year ago

fund count last 6Q
+134 new funds entered over the past year (+55% 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 — 74% buying

283 buying99 selling
Last quarter: 283 funds were net buyers (69 opened a brand new position + 214 added to an existing one). Only 99 were sellers (75 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new JPIE position: 48 → 59 → 51 → 69. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 29% long-term, 36% new

■ 29% conviction (2yr+) ■ 35% medium ■ 36% new
Of the 379 current holders: 111 (29%) held >2 years, 133 held 1–2 years, and 135 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

46 → 48 → 59 → 51 → 69 new funds/Q
New funds entering each quarter: 48 → 59 → 51 → 69. A growing number of institutions are discovering JPIE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 26% veterans, 50% new entrants

■ 26% veterans ■ 24% 1-2yr ■ 50% new
Of 379 current holders: 100 (26%) held 2+ years, 90 held 1–2 years, 189 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
14 of 379 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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.

Hedge Fund Ownership: JPIE

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

Market Analysis: JPIE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPIE

-- --

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.

28 top-rated funds 21 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: JPIE
2026 Q1 Stats Unlock in 11 days 379 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 379 334 13.47%
13F Shares 88M 76M 16.68%
Total Value $4.09B $3.52B 16.4%
New Positions 69 51 +18
Increased Positions 214 206 +8
Closed Positions 24 26 -2
Reduced Positions 75 54 +21
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPIE

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Valuation Measures Data as of: --

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Enterprise Value --
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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) --
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) --
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Institutional Holders (2026 Q1)

379 + investors

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

Top 25 institutional holders of JPIE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Williams Financial, LLC 28.19% 1,051,067 $48.4M
2 NORTHLAND SECURITIES, INC. 17.86% 407,339 $18.8M
3 Longview Financial Advisors LLC 13.02% 520,045 $24.0M
4 Echo Wealth Management, LLC 11.71% 441,628 $20.3M
5 NavPoint Financial, Inc. 9.29% 498,900 $23.0M
6 Armor Investment Advisors, LLC 9.02% 543,115 $25.0M
7 Pearl Planning LLC 8.82% 358,146 $16.5M
8 S Harris Financial Group, LLC 8.50% 202,352 $9.3M
9 FMA Wealth Management, LLC 8.44% 275,341 $12.7M
10 Wagner Wealth Management, LLC 8.42% 905,261 $41.7M
11 Planned Solutions, Inc. 8.04% 533,069 $24.6M
12 TPG Financial Advisors, LLC 7.78% 519,386 $23.9M
13 WINEBRENNER CAPITAL MANAGEMENT LLC 6.53% 220,793 $10.2M
14 PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 6.08% 461,397 $21.3M
15 D'Orazio & Associates, Inc. 5.65% 946,406 $43.6M
16 Enclave Advisors LLC 5.55% 878,087 $40.5M
17 PLANNING DIRECTIONS INC 5.36% 229,934 $10.6M
18 Scott Capital Advisors, LLC 5.34% 572,035 $26.4M
19 Red Mountain Financial, LLC 5.11% 117,666 $5.4M
20 Syntegra Private Wealth Group, LLC 4.83% 1,103,819 $50.9M
21 BankPlus Wealth Management LLC 4.79% 201,042 $9.3M
22 Financial Futures Ltd Liability Co. 4.27% 211,128 $9.7M
23 ELEMENT POINTE ADVISORS, LLC 4.11% 472,900 $21.8M
24 Capital Advisors Wealth Management, LLC 4.06% 656,955 $30.3M
25 PENNEY FINANCIAL, LLC 3.69% 208,599 $9.6M
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 (JPIE)

What does the Smart Money Trend signal show for JPIE?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added JPIE 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 JPIE?

More buyers than sellers — 74% buying: Last quarter: 283 funds were net buyers (69 opened a brand new position + 214 added to an existing one). Only 99 were sellers (75 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPIE holders?

Strong quality — 31% AUM from major funds: 14 of 379 holders rank in the top 100 by AUM, accounting for 31% 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 JPIE?

Mixed — 29% long-term, 36% new: Of the 379 current holders: 111 (29%) held >2 years, 133 held 1–2 years, and 135 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.