Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBEU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — BBEU

Based on 192 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BBEU 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 (97% of max)

97% of all-time peak
192 hedge funds hold BBEU 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 — +29% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+29% 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 — 50% buying

90 buying89 selling
Last quarter: 90 funds bought or added vs 89 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 (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 17 → 59 → 41 → 30. 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.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 28% medium ■ 33% new
76 out of 192 hedge funds have held BBEU 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.
💰

Value +1533% but shares only +1368% — price-driven

Value
+1533%
Shares
+1368%
Last quarter: the total dollar value of institutional holdings rose +1533%, but actual share count only changed +1368%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~30 new funds/quarter

33 → 17 → 59 → 41 → 30 new funds/Q
New funds entering each quarter: 17 → 59 → 41 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 48% veterans vs 39% newcomers

■ 48% veterans ■ 12% 1-2yr ■ 39% new
Entry-cohort mix of 192 holders: 93 (48%) are 2+ year veterans, 24 entered 1–2 years ago, and 75 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 95% AUM from top-100 funds

95% from top-100 AUM funds
22 of 192 holders are among the 100 largest funds by AUM, controlling 95% of total institutional value in BBEU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — BBEU

In 2026 Q2, 90 hedge funds were net buyers of BBEU (30 opened a new position, 60 added to an existing one), while 89 reduced or exited (54 trimmed, 35 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 95% of total institutional value in BBEU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 192.

Hedge Fund Ownership: BBEU

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

Market Analysis: BBEU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBEU

-- --

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

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

Signal Freshness measures how much BBEU has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 74d ago
BBEU
+0.3%
SPY
+2.5%

BBEU outperformed SPY by -2.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 29d ago
BBEU
-3.2%
SPY
-0.4%

Since the filing became public, BBEU outperformed SPY by -2.8% .

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.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: BBEU
191 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 191 197 -3.05%
13F Shares 94M 6M 1360.06%
Total Value $7.24B $446M 1524.66%
New Positions 30 41 -11
Increased Positions 59 58 +1
Closed Positions 36 32 +4
Reduced Positions 54 45 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBEU

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Financial Highlights

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Institutional Holders (2026 Q2)

191 + investors

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

QUARTER:
Top 25 BBEU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legacy CG, LLC 8.02% 402,641 $31.3M
2 1 North Wealth Services LLC 3.04% 119,430 $9.3M
3 Permanens Capital L.P. 3.01% 376,103 $29.2M
4 Greenwood Capital Associates LLC 2.90% 379,654 $29.5M
5 Elm Partners Management LLC 1.83% 656,570 $51.1M
6 Foresight Capital Management Advisors, INC. 1.75% 46,336 $3.6M
7 Evansbrook LLC 1.46% 31,430 $2.4M
8 Nolet Wealth Management, LLC 1.30% 30,265 $2.4M
9 Afg Fiduciary Services Limited Partnership 1.30% 21,249 $1.7M
10 Yoffe Investment Management, LLC 0.95% 10,642 $828K
11 Medallion Wealth Advisors, LLC 0.94% 64,582 $3.0M
12 Curbstone Financial Management Corp 0.85% 64,390 $5.0M
13 Provida Pension Fund Administrator 0.64% 527,873 $38.2M
14 Secure Asset Management, LLC 0.64% 58,459 $4.5M
15 MN Wealth Advisors, LLC 0.63% 19,096 $1.5M
16 Breakwater Investment Management 0.47% 17,600 $1.4M
17 Cedarwood Wealth LLC 0.39% 6,679 $519K
18 Jpmorgan Chase & Co 0.38% 88,126,715 $6.81B
19 Kelly Financial Group LLC 0.34% 19,907 $1.5M
20 Atlas Capital Advisors INC. 0.25% 30,393 $2.2M
21 Robertson Stephens Wealth Management, LLC 0.25% 128,386 $10.0M
22 Indie Asset Partners, LLC 0.22% 3,000 $233K
23 Dorsey & Whitney Trust CO LLC 0.21% 54,694 $4.3M
24 Brandywine Oak Private Wealth LLC 0.19% 31,685 $2.5M
25 Beacon Advisors Holdings, LLC 0.14% 3,656 $284K
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 (BBEU)

What does the Smart Money Trend signal show for BBEU?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BBEU 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 BBEU?

Slight buying edge — 50% buying: Last quarter: 90 funds bought or added vs 89 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 BBEU holders?

Elite ownership — 95% AUM from top-100 funds: 22 of 192 holders are among the 100 largest funds by AUM, controlling 95% of total institutional value in BBEU. 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 BBEU?

40% of holders stayed for 2+ years: 76 out of 192 hedge funds have held BBEU 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 (BBEU) following the 2026 Q2 hedge fund 13F filings?

As of today, BBEU has moved -3.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.4% for the SPY sector ETF — an outperformance of -2.8%. Since the quarter end (June 30, 2026), BBEU has gained +0.3% vs +2.5% 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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