Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBAX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — BBAX

Based on 150 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
150 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 — +60% more funds vs a year ago

fund count last 6Q
+56 new funds entered over the past year (+60% 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 — 61% buying

86 buying55 selling
Last quarter: 86 funds were net buyers (43 opened a brand new position + 43 added to an existing one). Only 55 were sellers (27 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~43 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 36 → 21 → 42 → 43. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 37% new

■ 37% conviction (2yr+) ■ 25% medium ■ 37% new
Of the 150 current holders: 56 (37%) held >2 years, 38 held 1–2 years, and 56 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.
📈

Growing discovery — still being found

23 → 36 → 21 → 42 → 43 new funds/Q
New funds entering each quarter: 36 → 21 → 42 → 43. A growing number of institutions are discovering BBAX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 47% veterans vs 39% newcomers

■ 47% veterans ■ 13% 1-2yr ■ 39% new
Entry-cohort mix of 150 holders: 71 (47%) are 2+ year veterans, 20 entered 1–2 years ago, and 59 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 89% AUM from top-100 funds

89% from top-100 AUM funds
19 of 149 holders are among the 100 largest funds by AUM, controlling 89% 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.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — BBAX

In 2026 Q1, 86 hedge funds were net buyers of BBAX (43 opened a new position, 43 added to an existing one), while 55 reduced or exited (27 trimmed, 28 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 89% of total institutional value in BBAX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 150.

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

-- --

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

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

Signal Freshness measures how much BBAX 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 · 87d ago
BBAX
+0.4%
SPY
+13.0%

BBAX outperformed SPY by -12.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
BBAX
-2.8%
SPY
-0.5%

Since the filing became public, BBAX outperformed SPY by -2.3% .

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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: BBAX
149 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 149 135 10.37%
13F Shares 12M 95M -86.99%
Total Value $719M $5.36B -86.6%
New Positions 42 42 -
Increased Positions 43 38 +5
Closed Positions 28 17 +11
Reduced Positions 27 21 +6
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/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

149 + investors

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

QUARTER:
Top 25 BBAX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlas Capital Advisors INC. 1.26% 185,469 $11.0M
2 Simon Quick Advisors, LLC 0.47% 172,247 $10.2M
3 Nolet Wealth Management, LLC 0.36% 10,638 $632K
4 AIA Group Ltd 0.32% 365,914 $21.8M
5 Bayban 0.19% 3,722 $221K
6 Seven Mile Advisory 0.18% 4,201 $250K
7 Legacy Wealth Advisors, LLC 0.16% 5,240 $312K
8 Syon Capital LLC 0.14% 47,391 $2.8M
9 waypoint wealth counsel 0.11% 3,571 $212K
10 PGIM Custom Harvest LLC 0.07% 70,196 $4.2M
11 Certuity, LLC 0.06% 14,765 $878K
12 Badgley Phelps Wealth Managers, LLC 0.05% 39,078 $2.3M
13 Bank of America Corp /de/ 0.04% 9,437,203 $561.1M
14 FSM Wealth Advisors, LLC 0.04% 4,588 $273K
15 Morton Capital Management LLC/CA 0.03% 3,920 $233K
16 Robertson Stephens Wealth Management, LLC 0.03% 19,105 $1.1M
17 Icon Wealth Advisors, LLC 0.03% 7,363 $445K
18 Dorsey & Whitney Trust CO LLC 0.03% 8,193 $487K
19 Choreo, LLC 0.03% 36,547 $2.2M
20 Old National Bancorp /In/ 0.02% 24,851 $1.5M
21 Inscription Capital, LLC 0.02% 3,398 $202K
22 OneDigital Investment Advisors LLC 0.01% 23,265 $1.4M
23 Janus Henderson Group plc 0.01% 445,283 $26.5M
24 Circle Wealth Management, LLC 0.01% 12,882 $766K
25 Y-Intercept (Hong Kong) Ltd 0.01% 7,484 $445K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 61% buying: Last quarter: 86 funds were net buyers (43 opened a brand new position + 43 added to an existing one). Only 55 were sellers (27 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BBAX holders?

Elite ownership — 89% AUM from top-100 funds: 19 of 149 holders are among the 100 largest funds by AUM, controlling 89% 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 — 37% long-term, 37% new: Of the 150 current holders: 56 (37%) held >2 years, 38 held 1–2 years, and 56 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 (BBAX) following the 2026 Q1 hedge fund 13F filings?

As of today, BBAX has moved -2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of -2.3%. Since the quarter end (March 31, 2026), BBAX has gained +0.4% vs +13.0% 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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