Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (BBAX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
1Q ▲
Buyers last Q
68%

Smart Money Signals — BBAX

Based on 128 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BBAX 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
128 hedge funds hold BBAX 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 — +38% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+38% 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 buyers than sellers — 68% buying

76 buying35 selling
Last quarter: 76 funds were net buyers (39 opened a brand new position + 37 added to an existing one). Only 35 were sellers (20 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new BBAX position: 21 → 34 → 21 → 39. 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, 38% new

39% conviction (2yr+) 23% medium 38% new
Of the 128 current holders: 50 (39%) held >2 years, 30 held 1–2 years, and 48 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.
➡️

Steady discovery — ~39 new funds/quarter

17 → 21 → 34 → 21 → 39 new funds/Q
New funds entering each quarter: 21 → 34 → 21 → 39. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 48% of holders stayed 2+ years

48% veterans 16% 1-2yr 36% new
Of 128 current holders: 61 (48%) 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 — 98% AUM from top-100 funds

98% from top-100 AUM funds
16 of 128 holders are among the 100 largest funds by AUM, controlling 98% of total institutional value in BBAX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

Hedge Fund Ownership: BBAX

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

Market Analysis: BBAX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBAX

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 0 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: BBAX
2026 Q1 Stats Unlock in 13 days 128 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 128 104 23.08%
13F Shares 95M 92M 3.21%
Total Value $5.36B $5.20B 3.14%
New Positions 39 21 +18
Increased Positions 37 38 -1
Closed Positions 15 23 -8
Reduced Positions 20 20 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBAX

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Valuation Measures Data as of: --

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Enterprise Value --
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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) --
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Institutional Holders (2026 Q1)

128 + investors

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

Top 25 institutional holders of BBAX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SIMON QUICK ADVISORS, LLC 0.47% 172,247 $10.2M
2 Nolet Wealth Management, LLC 0.36% 10,638 $632K
3 AIA Group Ltd 0.32% 365,914 $21.8M
4 BAYBAN 0.19% 3,722 $221K
5 SEVEN MILE ADVISORY 0.18% 4,201 $250K
6 Legacy Wealth Advisors, LLC 0.16% 5,240 $312K
7 waypoint wealth counsel 0.11% 3,571 $212K
8 Badgley Phelps Wealth Managers, LLC 0.05% 39,078 $2.3M
9 FSM Wealth Advisors, LLC 0.04% 4,588 $273K
10 Morton Capital Management LLC/CA 0.03% 3,920 $233K
11 Robertson Stephens Wealth Management, LLC 0.03% 19,105 $1.1M
12 OLD NATIONAL BANCORP /IN/ 0.02% 24,851 $1.5M
13 Inscription Capital, LLC 0.02% 3,398 $202K
14 Farmers & Merchants Trust Co of Chambersburg PA 0.01% 592
15 Y-Intercept (Hong Kong) Ltd 0.01% 7,484 $445K
16 Mowery & Schoenfeld Wealth Management, LLC 0.01% 80 $5K
17 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% 295 $18K
18 STEPHENS INC /AR/ 0.01% 7,776 $462K
19 PRIVATE TRUST CO NA 0.01% 1,059 $63K
20 ARMSTRONG ADVISORY GROUP, INC 0.01% 1,366 $81K
21 TRUST CO OF TOLEDO NA /OH/ 0.00% 856 $51K
22 Arlington Trust Co LLC 0.00% 833 $50K
23 Riverview Trust Co 0.00% 56 $3K
24 MML INVESTORS SERVICES, LLC 0.00% 21,144 $1.3M
25 Aventura Private Wealth, LLC 0.00% 142 $8K
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 (BBAX)

What does the Smart Money Trend signal show for BBAX?

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

More buyers than sellers — 68% buying: Last quarter: 76 funds were net buyers (39 opened a brand new position + 37 added to an existing one). Only 35 were sellers (20 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BBAX holders?

Elite ownership — 98% AUM from top-100 funds: 16 of 128 holders are among the 100 largest funds by AUM, controlling 98% of total institutional value in BBAX. 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 BBAX?

Mixed — 39% long-term, 38% new: Of the 128 current holders: 50 (39%) held >2 years, 30 held 1–2 years, and 48 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.

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.