Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPME)

105 + 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
↑ +9
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — JPME

Based on 108 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
108 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.
🚀

Fast accumulation — +29% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+29% 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.
🟡

Slight buying edge — 55% buying

52 buying43 selling
Last quarter: 52 funds bought or added vs 43 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 — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 14 → 18 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 22% medium ■ 25% new
57 out of 108 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.
📈

Growing discovery — still being found

8 → 10 → 14 → 18 → 18 new funds/Q
New funds entering each quarter: 10 → 14 → 18 → 18. A growing number of institutions are discovering JPME each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 56% veterans vs 30% newcomers

■ 56% veterans ■ 15% 1-2yr ■ 30% new
Entry-cohort mix of 108 holders: 60 (56%) are 2+ year veterans, 16 entered 1–2 years ago, and 32 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
18 of 108 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in JPME. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Institutional Sentiment Summary — JPME

In 2026 Q1, 52 hedge funds were net buyers of JPME (18 opened a new position, 34 added to an existing one), while 43 reduced or exited (34 trimmed, 9 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in JPME is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 108.

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.

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

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: JPME
2026 Q2 Stats Unlock in 1 days 105 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 105 98 7.14%
13F Shares 2M 2M -4.4%
Total Value $242M $266M -8.98%
New Positions 17 18 -1
Increased Positions 34 38 -4
Closed Positions 10 11 -1
Reduced Positions 34 28 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPME

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 Q2)

105 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 JPME holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonehaven Wealth & Tax Solutions, LLC 2.31% 23,200 $2.9M
2 Manske Wealth Management 1.96% 63,388 $7.9M
3 Cassilly Financial Group LLC 1.45% 16,053 $2.0M
4 Vantus Wealth LLC 1.35% 20,319 $2.5M
5 LWM Advisory Services, LLC 1.05% 4,726 $587K
6 Cpwa, LLC 0.72% 4,976 $618K
7 Gallacher Capital Management LLC 0.61% 8,708 $1.1M
8 RVW Wealth, LLC 0.52% 63,776 $7.9M
9 Traub Capital Management LLC 0.48% 4,372 $543K
10 Empirical Asset Management, LLC 0.44% 15,560 $1.9M
11 Entelevest, LLC 0.42% 3,970 $493K
12 Cosner Financial Group, LLC 0.37% 5,807 $721K
13 1900 Wealth Management LLC 0.32% 46,317 $5.8M
14 Bluedoor Private Wealth, LLC 0.30% 5,787 $719K
15 Landmark Wealth Management, INC. 0.27% 6,517 $810K
16 Luts & Greenleigh Group, INC. 0.24% 2,593 $322K
17 KWB Wealth 0.22% 20,296 $2.5M
18 Richard P Slaughter Associates Inc 0.21% 8,810 $1.1M
19 Advyzon Investment Management, LLC 0.18% 20,052 $2.5M
20 Archford Capital Strategies, LLC 0.13% 10,693 $1.3M
21 FSM Wealth Advisors, LLC 0.13% 10,064 $1.3M
22 Goldstein Advisors, LLC 0.11% 10,068 $1.3M
23 Curry Webb Wealth Management LLC 0.10% 1,994 $248K
24 Trilogy Capital Inc. 0.09% 17,932 $2.2M
25 Adamsbrown Wealth Consultants LLC 0.08% 3,536 $439K
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 — 4 quarters in a row: For 4 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 — 55% buying: Last quarter: 52 funds bought or added vs 43 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?

Elite ownership — 44% AUM from top-100 funds: 18 of 108 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in JPME. 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 JPME?

53% of holders stayed for 2+ years: 57 out of 108 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.

Full history →