Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (BBCA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — BBCA

Based on 224 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 BBCA 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
224 hedge funds hold BBCA 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 — +23% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+23% 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 — 59% buying

118 buying81 selling
Last quarter: 118 funds bought or added vs 81 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.
📈

More new buyers each quarter (+33 vs last Q)

new funds entering per quarter
Funds opening a new BBCA position: 23 → 47 → 25 → 58. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 27% medium ■ 30% new
97 out of 224 hedge funds have held BBCA 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

26 → 23 → 47 → 25 → 58 new funds/Q
New funds entering each quarter: 23 → 47 → 25 → 58. A growing number of institutions are discovering BBCA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 17% 1-2yr ■ 35% new
Of 224 current holders: 107 (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 — 93% AUM from top-100 funds

93% from top-100 AUM funds
21 of 224 holders are among the 100 largest funds by AUM, controlling 93% of total institutional value in BBCA. 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.

Hedge Fund Ownership: BBCA

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

Market Analysis: BBCA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBCA

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: BBCA
2026 Q1 Stats Unlock in 20 days 224 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 224 192 16.67%
13F Shares 82M 81M 0.15%
Total Value $7.59B $7.11B 6.79%
New Positions 58 25 +33
Increased Positions 60 65 -5
Closed Positions 26 28 -2
Reduced Positions 55 49 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBCA

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Valuation Measures Data as of: --

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

224 + investors

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

Top 25 institutional holders of BBCA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yoffe Investment Management, LLC 1.27% 10,540 $991K
2 Willis Johnson & Associates, Inc. 0.86% 156,777 $14.7M
3 ACIMA PRIVATE WEALTH, LLC 0.83% 28,055 $2.6M
4 SPINNAKER TRUST 0.68% 130,077 $12.2M
5 GREENWOOD CAPITAL ASSOCIATES LLC 0.61% 58,465 $5.5M
6 Sunpointe, LLC 0.56% 18,307 $1.7M
7 SEVEN MILE ADVISORY 0.26% 3,799 $357K
8 Miller Global Investments, LLC 0.22% 2,549 $240K
9 L.K. Benson & Company, P.C. 0.22% 7,000 $658K
10 BEACON ADVISORS HOLDINGS, LLC 0.20% 3,889 $366K
11 Cooksen Wealth, LLC 0.18% 2,647 $249K
12 Sunrise Financial Services, LLC 0.18% 2,680 $252K
13 waypoint wealth counsel 0.16% 3,191 $300K
14 Alaska Permanent Capital Management, LLC 0.12% 18,396 $1.7M
15 Inscription Capital, LLC 0.07% 6,959 $655K
16 CVA Family Office, LLC 0.05% 5,294 $498K
17 Morton Capital Management LLC/CA 0.05% 3,659 $344K
18 PRIVATE TRUST CO NA 0.05% 5,846 $550K
19 FSM Wealth Advisors, LLC 0.04% 3,594 $338K
20 Ullmann Wealth Partners Group, LLC 0.04% 4,325 $407K
21 Koshinski Asset Management, Inc. 0.04% 7,008 $659K
22 BAYBAN 0.04% 459 $43K
23 Sowell Financial Services LLC 0.03% 8,875 $835K
24 BRANDYWINE OAK PRIVATE WEALTH LLC 0.02% 2,369 $223K
25 Y-Intercept (Hong Kong) Ltd 0.01% 7,043 $662K
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 (BBCA)

What does the Smart Money Trend signal show for BBCA?

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

Slight buying edge — 59% buying: Last quarter: 118 funds bought or added vs 81 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 BBCA holders?

Elite ownership — 93% AUM from top-100 funds: 21 of 224 holders are among the 100 largest funds by AUM, controlling 93% of total institutional value in BBCA. 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 BBCA?

43% of holders stayed for 2+ years: 97 out of 224 hedge funds have held BBCA 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.