Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBCA)

234 + 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
↑ +1
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — BBCA

Based on 237 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 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
237 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 — +35% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+35% 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 — 51% buying

111 buying108 selling
Last quarter: 111 funds bought or added vs 108 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.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 51 → 26 → 61 → 41. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 30% medium ■ 30% new
96 out of 237 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

23 → 51 → 26 → 61 → 41 new funds/Q
New funds entering each quarter: 51 → 26 → 61 → 41. A growing number of institutions are discovering BBCA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 48% veterans vs 33% newcomers

■ 48% veterans ■ 19% 1-2yr ■ 33% new
Entry-cohort mix of 237 holders: 113 (48%) are 2+ year veterans, 45 entered 1–2 years ago, and 79 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
22 of 237 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — BBCA

In 2026 Q1, 111 hedge funds were net buyers of BBCA (41 opened a new position, 70 added to an existing one), while 108 reduced or exited (68 trimmed, 40 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 37% of total institutional value in BBCA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 237.

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

-- --

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

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

Signal Freshness measures how much BBCA 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
BBCA
+6.4%
SPY
+13.9%

BBCA outperformed SPY by -7.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BBCA
+1.6%
SPY
+0.2%

Since the filing became public, BBCA outperformed SPY by +1.4% .

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.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: BBCA
234 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 234 236 -0.85%
13F Shares 7M 82M -91.37%
Total Value $578M $7.60B -92.38%
New Positions 40 61 -21
Increased Positions 70 61 +9
Closed Positions 42 27 +15
Reduced Positions 68 57 +11
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: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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

234 + investors

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

QUARTER:
Top 25 BBCA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Investment Management, LLC 13.09% 333,320 $31.4M
2 BOCHK Asset Management Ltd 2.15% 110,670 $10.4M
3 Silphium Asset Management Ltd 2.07% 58,000 $5.5M
4 Evansbrook LLC 1.73% 27,569 $2.6M
5 Hudson Portfolio Management LLC 1.56% 19,662 $1.8M
6 Elm Partners Management LLC 1.27% 320,704 $29.4M
7 Yoffe Investment Management, LLC 1.27% 10,540 $991K
8 Atlas Capital Advisors INC. 1.19% 110,848 $10.4M
9 Rice Partnership, LLC 1.06% 82,196 $7.7M
10 Willis Johnson & Associates, Inc. 0.86% 156,777 $14.7M
11 Acima Private Wealth, LLC 0.83% 28,055 $2.6M
12 Spinnaker Trust 0.68% 130,077 $12.2M
13 RiverFront Investment Group, LLC 0.65% 449,734 $42.3M
14 Greenwood Capital Associates LLC 0.61% 58,465 $5.5M
15 Nolet Wealth Management, LLC 0.60% 11,127 $1.0M
16 Sunpointe, LLC 0.56% 18,307 $1.7M
17 Innealta Capital, LLC 0.37% 6,249 $588K
18 Richardson Financial Services INC. 0.31% 5,218 $491K
19 Lumbard & Kellner, LLC 0.27% 8,409 $791K
20 Seven Mile Advisory 0.26% 3,799 $357K
21 Cedarwood Wealth LLC 0.24% 2,513 $236K
22 Dorsey & Whitney Trust CO LLC 0.23% 44,706 $4.2M
23 Miller Global Investments, LLC 0.22% 2,549 $240K
24 L.K. Benson & Company, P.C. 0.22% 7,000 $658K
25 Legacy Wealth Advisors, LLC 0.22% 4,499 $423K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 51% buying: Last quarter: 111 funds bought or added vs 108 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?

Strong quality — 37% AUM from major funds: 22 of 237 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BBCA?

41% of holders stayed for 2+ years: 96 out of 237 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.

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

As of today, BBCA has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.4%. Since the quarter end (March 31, 2026), BBCA has gained +6.4% 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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