Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPRE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
58%

Smart Money Signals — JPRE

Based on 62 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JPRE 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 (97% of max)

97% of all-time peak
62 hedge funds hold JPRE 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 — +19% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

36 buying26 selling
Last quarter: 36 funds bought or added vs 26 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new JPRE position: 5 → 15 → 6 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 29% new

■ 39% conviction (2yr+) ■ 32% medium ■ 29% new
Of the 62 current holders: 24 (39%) held >2 years, 20 held 1–2 years, and 18 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.
💰

Value +313% but shares only +267% — price-driven

Value
+312%
Shares
+267%
Last quarter: the total dollar value of institutional holdings rose +313%, but actual share count only changed +267%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~12 new funds/quarter

13 → 5 → 15 → 6 → 12 new funds/Q
New funds entering each quarter: 5 → 15 → 6 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 39% veterans, 35% new entrants

■ 39% veterans ■ 26% 1-2yr ■ 35% new
Of 62 current holders: 24 (39%) held 2+ years, 16 held 1–2 years, 22 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 80% AUM from top-100 funds

80% from top-100 AUM funds
13 of 62 holders are among the 100 largest funds by AUM, controlling 80% of total institutional value in JPRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Institutional Sentiment Summary — JPRE

In 2026 Q2, 36 hedge funds were net buyers of JPRE (12 opened a new position, 24 added to an existing one), while 26 reduced or exited (17 trimmed, 9 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 80% of total institutional value in JPRE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 62.

Hedge Fund Ownership: JPRE

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

Market Analysis: JPRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPRE

-- --

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

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

Signal Freshness measures how much JPRE has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 52d ago
JPRE
+2.4%
SPY
-0.2%

JPRE outperformed SPY by +2.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 7d ago
JPRE
-0.2%
SPY
+0.2%

Since the filing became public, JPRE outperformed SPY by -0.4% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: JPRE
62 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 62 59 5.08%
13F Shares 7M 2M 267.06%
Total Value $388M $94M 312.75%
New Positions 12 6 +6
Increased Positions 24 33 -9
Closed Positions 9 11 -2
Reduced Positions 17 10 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPRE

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

62 + investors

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

QUARTER:
Top 25 JPRE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Anderson Financial Strategies, LLC 4.38% 158,021 $8.4M
2 Beta Wealth Group, Inc. 2.37% 120,874 $6.3M
3 21 West Wealth Management LLC 1.36% 30,473 $1.6M
4 Eclectic Associates Inc /Adv 1.18% 198,949 $10.4M
5 Plus Group Wealth Advisors LLC 0.60% 12,137 $633K
6 Oarsman Capital, INC. 0.60% 107,800 $5.6M
7 First Foundation Advisors 0.37% 197,518 $10.3M
8 Whipplewood Advisors, LLC 0.31% 8,870 $463K
9 Milestone Asset Management Group, LLC 0.25% 9,397 $490K
10 Swisher Financial Concepts, Inc. 0.21% 6,429 $335K
11 Independence Asset Advisors, LLC 0.20% 14,605 $762K
12 National Philanthropic Trust 0.19% 255,407 $13.3M
13 Bill Few Associates, Inc. 0.19% 16,851 $879K
14 MOR Wealth Management, LLC 0.08% 3,990 $208K
15 Silver Oak Securities, Incorporated 0.06% 20,121 $1.0M
16 Certified Advisory Corp 0.04% 9,292 $485K
17 One Capital Management, LLC 0.03% 24,426 $1.2M
18 CENTRAL TRUST Co 0.03% 34,244 $1.8M
19 Jpmorgan Chase & Co 0.02% 5,537,229 $294.4M
20 Wealthcare Advisory Partners LLC 0.01% 13,847 $723K
21 Flagship Harbor Advisors, LLC 0.01% 4,510 $235K
22 Orion Porfolio Solutions, LLC 0.01% 21,772 $1.1M
23 Mcdonald Partners LLC 0.01% 666 $35K
24 Focus Financial Network, Inc. 0.01% 4,307 $225K
25 Center for Financial Planning, Inc. 0.00% 981 $51K
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 (JPRE)

What does the Smart Money Trend signal show for JPRE?

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

Slight buying edge — 58% buying: Last quarter: 36 funds bought or added vs 26 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 JPRE holders?

Elite ownership — 80% AUM from top-100 funds: 13 of 62 holders are among the 100 largest funds by AUM, controlling 80% of total institutional value in JPRE. 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 JPRE?

Mixed — 39% long-term, 29% new: Of the 62 current holders: 24 (39%) held >2 years, 20 held 1–2 years, and 18 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.

Is it too late to buy J P Morgan Exchange Traded F (JPRE) following the 2026 Q2 hedge fund 13F filings?

As of today, JPRE has moved -0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.4%. Since the quarter end (June 30, 2026), JPRE has gained +2.4% vs -0.2% 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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