Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBAG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — BBAG

Based on 110 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BBAG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
110 hedge funds hold BBAG 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 — +24% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+24% 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.
🟠

More sellers than buyers — 46% buying

53 buying63 selling
Last quarter: 63 funds reduced or exited vs 53 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 11 → 19 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 23% new
64 out of 110 hedge funds have held BBAG 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

7 → 15 → 11 → 19 → 15 new funds/Q
New funds entering each quarter: 15 → 11 → 19 → 15. A growing number of institutions are discovering BBAG each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 14% 1-2yr ■ 25% new
Of 110 current holders: 67 (61%) 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 — 45% AUM from top-100 funds

45% from top-100 AUM funds
13 of 110 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in BBAG. 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 — BBAG

In 2026 Q1, 53 hedge funds were net buyers of BBAG (15 opened a new position, 38 added to an existing one), while 63 reduced or exited (46 trimmed, 17 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 45% of total institutional value in BBAG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 110.

Hedge Fund Ownership: BBAG

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

Market Analysis: BBAG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBAG

-- --

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

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

Signal Freshness measures how much BBAG has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 79d ago
BBAG
-0.8%
SPY
+13.9%

BBAG outperformed SPY by -14.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BBAG
+0.0%
SPY
+0.2%

Since the filing became public, BBAG outperformed SPY by -0.2% .

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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: BBAG
110 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 110 112 -1.79%
13F Shares 9M 13M -34.57%
Total Value $360M $620M -41.98%
New Positions 15 19 -4
Increased Positions 38 30 +8
Closed Positions 17 2 +15
Reduced Positions 46 54 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBAG

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Institutional Holders (2026 Q1)

110 + investors

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

QUARTER:
Top 25 BBAG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clearwater Capital Advisors, LLC 4.48% 1,201,541 $55.5M
2 Wealth Alliance Advisory Group, LLC 2.36% 322,299 $14.9M
3 Lockerman Financial Group, INC. 1.91% 23,023 $1.1M
4 Tradition Wealth Management, LLC 1.33% 406,376 $18.8M
5 ACT Advisors, LLC. 0.91% 46,358 $2.1M
6 Kelly Financial Group LLC 0.78% 67,535 $3.1M
7 Heck Capital Advisors, LLC 0.75% 218,380 $10.1M
8 Independent Wealth Network Inc. 0.53% 38,566 $1.8M
9 Elevation Wealth Management LLC 0.43% 10,097 $466K
10 MN Wealth Advisors, LLC 0.40% 17,738 $819K
11 Cobblestone Asset Management LLC 0.39% 18,737 $865K
12 Strategic Financial Concepts, LLC 0.31% 27,294 $1.3M
13 Northbridge Financial Group, LLC 0.27% 13,485 $623K
14 Apella Capital, LLC 0.24% 344,819 $16.0M
15 Sutton Place Investors LLC 0.23% 9,077 $419K
16 CGN Advisors LLC 0.22% 60,415 $2.8M
17 Triad Wealth Partners, LLC 0.21% 57,554 $2.7M
18 Arlington Financial Advisors, LLC 0.18% 27,325 $1.3M
19 5T Wealth, LLC 0.17% 9,346 $431K
20 Bright Futures Wealth Management, LLC. 0.16% 5,068 $234K
21 LGT Financial Advisors LLC 0.15% 614 $28K
22 Sharkey, Howes & Javer 0.14% 22,752 $1.1M
23 Twin Peaks Wealth Advisors, LLC 0.14% 11,656 $538K
24 Ascension Capital Advisors, Inc. 0.12% 8,494 $392K
25 Legacy Private Trust Co. 0.12% 41,181 $1.9M
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 (BBAG)

What does the Smart Money Trend signal show for BBAG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BBAG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BBAG?

More sellers than buyers — 46% buying: Last quarter: 63 funds reduced or exited vs 53 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BBAG holders?

Elite ownership — 45% AUM from top-100 funds: 13 of 110 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in BBAG. 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 BBAG?

58% of holders stayed for 2+ years: 64 out of 110 hedge funds have held BBAG 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.

Is it too late to buy J P Morgan Exchange Traded F (BBAG) following the 2026 Q1 hedge fund 13F filings?

As of today, BBAG has moved +0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), BBAG has gained -0.8% vs +13.9% 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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