Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ishares Tr (JPXN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — JPXN

Based on 30 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added JPXN 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
30 hedge funds hold JPXN 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 — +30% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+30% 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

12 buying10 selling
Last quarter: 12 funds bought or added vs 10 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 — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 4 → 8 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 20% medium ■ 30% new
15 out of 30 hedge funds have held JPXN 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.
➡️

Steady discovery — ~3 new funds/quarter

1 → 5 → 4 → 8 → 3 new funds/Q
New funds entering each quarter: 5 → 4 → 8 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 37% newcomers

■ 57% veterans ■ 7% 1-2yr ■ 37% new
Entry-cohort mix of 30 holders: 17 (57%) are 2+ year veterans, 2 entered 1–2 years ago, and 11 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
10 of 30 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in JPXN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 — JPXN

In 2026 Q2, 12 hedge funds were net buyers of JPXN (3 opened a new position, 9 added to an existing one), while 10 reduced or exited (8 trimmed, 2 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 61% of total institutional value in JPXN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 30.

Hedge Fund Ownership: JPXN

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

Market Analysis: JPXN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPXN

-- --

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: JPXN
30 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 30 29 3.45%
13F Shares 307K 472K -34.98%
Total Value $25M $43M -42.43%
New Positions 3 8 -5
Increased Positions 9 9 -
Closed Positions 2 3 -1
Reduced Positions 8 4 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPXN

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)

30 + investors

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

QUARTER:
Top 25 JPXN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Intesa Sanpaolo Wealth Management 0.40% 20,000 $2.0M
2 Copia Wealth Management 0.24% 4,091 $406K
3 Ifrah Financial Services, Inc. 0.08% 3,176 $315K
4 Cibc World Market INC. 0.01% 32,688 $3.2M
5 Breakwater Investment Management 0.00% 146 $14K
6 Beacon Pointe Advisors, LLC 0.00% 9,549 $947K
7 Ferguson Wellman Capital Management, Inc 0.00% 2,838 $281K
8 Jones Financial Companies Lllp 0.00% 22,637 $2.2M
9 International Assets Investment Management, LLC 0.00% 140 $14K
10 Corient Private Wealth LP 0.00% 6,412 $636K
11 Salem Investment Counselors Inc 0.00% 200 $20K
12 Whittier Trust Co of Nevada Inc 0.00% 245 $24K
13 HighTower Advisors, LLC 0.00% 4,320 $428K
14 Morgan Stanley 0.00% 67,328 $6.7M
15 Osaic Holdings, INC. 0.00% 2,059 $204K
16 LPL Financial LLC 0.00% 9,396 $932K
17 Rockefeller Capital Management L.P. 0.00% 1,297 $129K
18 Citadel Advisors LLC 0.00% 16,898 $1.7M
19 UBS Group AG 0.00% 9,639 $956K
20 Bank of America Corp /de/ 0.00% 18,988 $1.9M
21 Jane Street Group, LLC 0.00% 9,027 $895K
22 Arax Advisory Partners 0.00% 100 $10K
23 Goldman Sachs Group Inc 0.00% 4,697 $466K
24 Wells Fargo & Company/Mn 0.00% 993 $98K
25 Royal Bank of Canada 0.00% 877 $87K
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 — Ishares Tr (JPXN)

What does the Smart Money Trend signal show for JPXN?

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

Slight buying edge — 55% buying: Last quarter: 12 funds bought or added vs 10 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 JPXN holders?

Elite ownership — 61% AUM from top-100 funds: 10 of 30 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in JPXN. 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 JPXN?

50% of holders stayed for 2+ years: 15 out of 30 hedge funds have held JPXN 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 →