Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JPST)

1K + Investors. Track Smart Money conviction in JPST. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +62
Streak
7Q ▲
Buyers last Q
60%

Smart Money Signals — JPST

Based on 1102 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added JPST 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
1,102 hedge funds hold JPST 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 — +11% more funds vs a year ago

fund count last 6Q
+110 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

667 buying445 selling
Last quarter: 667 funds were net buyers (148 opened a brand new position + 519 added to an existing one). Only 445 were sellers (359 trimmed + 86 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+61 vs last Q)

new funds entering per quarter
Funds opening a new JPST position: 99 → 105 → 87 → 148. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
694 out of 1,102 hedge funds have held JPST 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

134 → 99 → 105 → 87 → 148 new funds/Q
New funds entering each quarter: 99 → 105 → 87 → 148. A growing number of institutions are discovering JPST each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 12% 1-2yr ■ 23% new
Of 1,102 current holders: 717 (65%) 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.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
19 of 1102 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in JPST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: JPST

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

Market Analysis: JPST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPST

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

58 top-rated funds 82 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: JPST
2026 Q1 Stats Unlock in 10 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1102 1040 5.96%
13F Shares 483M 456M 5.9%
Total Value $24.35B $23.18B 5.04%
New Positions 148 87 +61
Increased Positions 519 501 +18
Closed Positions 86 75 +11
Reduced Positions 359 356 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPST

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of JPST — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Financially Speaking Inc 36.63% 149,073 $7.5M
2 Ridgepath Capital Management LLC 23.62% 938,877 $47.5M
3 Fluent Financial, LLC 23.24% 1,257,356 $63.5M
4 Cornerstone Management, Inc. 16.57% 2,054,190 $104.0M
5 Ridgeline Wealth Planning, LLC 14.54% 393,352 $19.9M
6 Mainstream Capital Management LLC 14.00% 412,339 $20.9M
7 LANE BROTHERS & CO INC 12.95% 351,003 $17.8M
8 Phoenix Wealth Advisors 12.93% 646,844 $32.7M
9 Cobblestone Asset Management LLC 12.43% 546,363 $27.7M
10 Paradigm Capital Management, LLC/NV 12.32% 265,661 $13K
11 White Wing Wealth Management 12.21% 401,808 $20.3M
12 ACT Advisors, LLC. 11.49% 533,732 $27.0M
13 IRONWOOD WEALTH MANAGEMENT, INC. 10.55% 466,293 $23.5M
14 WJ Wealth Management, LLC 10.32% 435,278 $22.0M
15 HIGHLINE WEALTH PARTNERS LLC 10.17% 787,994 $39.9M
16 StrongBox Wealth, LLC 9.86% 608,954 $30.8M
17 Legacy Wealth Advisors, LLC 9.50% 367,719 $18.6M
18 Crane Advisory, LLC 9.04% 1,194,881 $60.4M
19 Paradigm, Strategies in Wealth Management, LLC 8.97% 261,146 $13.2M
20 CEERA INVESTMENTS, LLC 8.77% 395,152 $20.0M
21 Compass Financial Services Inc 8.76% 399,647 $20.2M
22 Investment Advisory Services Group LLC 8.38% 190,301 $9.6M
23 Hardworking Capital Advisors, LLC 8.32% 175,740 $8.9M
24 Roberts Wealth Advisors, LLC 8.19% 637,497 $32.3M
25 Clarus Group, Inc. 8.17% 450,369 $22.8M
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 (JPST)

What does the Smart Money Trend signal show for JPST?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added JPST 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 JPST?

More buyers than sellers — 60% buying: Last quarter: 667 funds were net buyers (148 opened a brand new position + 519 added to an existing one). Only 445 were sellers (359 trimmed + 86 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPST holders?

Elite ownership — 54% AUM from top-100 funds: 19 of 1102 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in JPST. 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 JPST?

63% of holders stayed for 2+ years: 694 out of 1,102 hedge funds have held JPST 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.