Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JPME)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — JPME

Based on 93 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added JPME 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
93 hedge funds hold JPME 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 — +12% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

52 buying39 selling
Last quarter: 52 funds bought or added vs 39 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.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 7 → 13 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 23% medium ■ 24% new
50 out of 93 hedge funds have held JPME 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.
🚀

Acceleration phase — new buyers rushing in

12 → 8 → 7 → 13 → 16 new funds/Q
New funds entering each quarter: 8 → 7 → 13 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 19% 1-2yr ■ 29% new
Of 93 current holders: 48 (52%) 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 — 38% AUM from major funds

38% from top-100 AUM funds
11 of 93 holders rank in the top 100 by AUM, accounting for 38% 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.

Hedge Fund Ownership: JPME

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

Market Analysis: JPME

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPME

-- --

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.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: JPME
2026 Q1 Stats Unlock in 10 days 93 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 93 88 5.68%
13F Shares 2M 2M 8.94%
Total Value $259M $237M 9.48%
New Positions 16 13 +3
Increased Positions 36 24 +12
Closed Positions 11 6 +5
Reduced Positions 28 34 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPME

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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)

93 + investors

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

Top 25 institutional holders of JPME — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Manske Wealth Management 1.92% 59,844 $6.9M
2 Cassilly Financial Group LLC 1.55% 15,627 $1.8M
3 LWM Advisory Services, LLC 1.28% 10,474 $1.2M
4 APPLETON PARTNERS INC/MA 0.74% 92,579 $11K
5 RVW Wealth, LLC 0.57% 63,630 $7.3M
6 Gallacher Capital Management LLC 0.53% 12,133 $1.4M
7 Traub Capital Management LLC 0.49% 4,270 $489K
8 Entelevest, LLC 0.47% 4,064 $466K
9 McLaughlin Asset Management, Inc. 0.44% 3,976 $455K
10 Cosner Financial Group, LLC 0.38% 6,009 $688K
11 1900 WEALTH MANAGEMENT LLC 0.34% 46,344 $5.3M
12 BLUEDOOR PRIVATE WEALTH, LLC 0.32% 6,084 $697K
13 LANDMARK WEALTH MANAGEMENT, INC. 0.28% 6,518 $746K
14 LUTS & GREENLEIGH GROUP, INC. 0.24% 2,593 $297K
15 Richard P Slaughter Associates Inc 0.23% 9,185 $1.1M
16 KWB Wealth 0.21% 19,504 $2.1M
17 FSM Wealth Advisors, LLC 0.15% 10,132 $1.2M
18 Archford Capital Strategies, LLC 0.14% 10,693 $1.2M
19 Goldstein Advisors, LLC 0.14% 10,626 $1.2M
20 ADAMSBROWN WEALTH CONSULTANTS LLC 0.11% 3,530 $404K
21 Trilogy Capital Inc. 0.09% 18,022 $2.1M
22 NOTTINGHAM ADVISORS, INC. 0.07% 4,896 $561K
23 Dynamic Advisor Solutions LLC 0.07% 19,971 $2.3M
24 HighTower Advisors, LLC 0.04% 355,257 $40.7M
25 N.E.W. Advisory Services LLC 0.04% 4,340 $497K
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 (JPME)

What does the Smart Money Trend signal show for JPME?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added JPME 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 JPME?

Slight buying edge — 57% buying: Last quarter: 52 funds bought or added vs 39 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 JPME holders?

Strong quality — 38% AUM from major funds: 11 of 93 holders rank in the top 100 by AUM, accounting for 38% 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 JPME?

54% of holders stayed for 2+ years: 50 out of 93 hedge funds have held JPME 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.