Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (BBEU)

176 + Investors. Track Smart Money conviction in BBEU. 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
↑ +40
Streak
1Q ▲
Buyers last Q
73%

Smart Money Signals — BBEU

Based on 176 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 BBEU 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
176 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 — +40% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+40% 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 — 73% buying

111 buying41 selling
Last quarter: 111 funds were net buyers (56 opened a brand new position + 55 added to an existing one). Only 41 were sellers (25 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+40 vs last Q)

new funds entering per quarter
Funds opening a new BBEU position: 30 → 30 → 16 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 35% new

38% conviction (2yr+) 28% medium 35% new
Of the 176 current holders: 66 (38%) held >2 years, 49 held 1–2 years, and 61 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

26 → 30 → 30 → 16 → 56 new funds/Q
New funds entering each quarter: 30 → 30 → 16 → 56. A growing number of institutions are discovering BBEU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 44% of holders stayed 2+ years

44% veterans 16% 1-2yr 40% new
Of 176 current holders: 77 (44%) 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 — 95% AUM from top-100 funds

95% from top-100 AUM funds
19 of 176 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 2 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: BBEU
2026 Q1 Stats Unlock in 22 days 176 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 176 136 29.41%
13F Shares 99M 42M 137.96%
Total Value $7.26B $2.89B 150.75%
New Positions 56 16 +40
Increased Positions 55 50 +5
Closed Positions 16 17 -1
Reduced Positions 25 32 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBEU

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

176 + investors

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

Top 25 institutional holders of BBEU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 1.80% 44,564 $3.2M
2 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 1.02% 23,789 $1.8M
3 Yoffe Investment Management, LLC 0.99% 10,642 $771K
4 Curbstone Financial Management Corp 0.89% 63,980 $4.6M
5 MN Wealth Advisors, LLC 0.67% 19,103 $1.4M
6 Secure Asset Management, LLC 0.61% 53,633 $3.9M
7 KELLY FINANCIAL GROUP LLC 0.39% 21,252 $1.5M
8 BRANDYWINE OAK PRIVATE WEALTH LLC 0.19% 32,023 $2.3M
9 SEVEN MILE ADVISORY 0.17% 3,218 $233K
10 BEACON ADVISORS HOLDINGS, LLC 0.16% 4,207 $305K
11 Hardin Capital Partners, LLC 0.12% 3,673 $266K
12 FOUNDERS FINANCIAL SECURITIES LLC 0.12% 25,759 $2.0M
13 LAKE STREET PRIVATE WEALTH, LLC 0.07% 7,980 $578K
14 Mechanics Bank Trust Department 0.07% 6,969 $505K
15 Inscription Capital, LLC 0.05% 6,819 $494K
16 Morton Capital Management LLC/CA 0.04% 4,162 $301K
17 FSM Wealth Advisors, LLC 0.04% 4,267 $309K
18 OLD NATIONAL BANCORP /IN/ 0.04% 32,507 $2.4M
19 TRUST CO OF TOLEDO NA /OH/ 0.03% 4,358 $316K
20 Perigon Wealth Management, LLC 0.03% 22,376 $1.6M
21 Wealthcare Advisory Partners LLC 0.02% 12,670 $917K
22 Y-Intercept (Hong Kong) Ltd 0.01% 8,691 $629K
23 Hamrick Investment Counsel, llc 0.01% 134 $10K
24 Krilogy Financial LLC 0.01% 2,928 $225K
25 WEDBUSH SECURITIES INC 0.01% 2,950
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?

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

More buyers than sellers — 73% buying: Last quarter: 111 funds were net buyers (56 opened a brand new position + 55 added to an existing one). Only 41 were sellers (25 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BBEU holders?

Elite ownership — 95% AUM from top-100 funds: 19 of 176 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?

Mixed — 38% long-term, 35% new: Of the 176 current holders: 66 (38%) held >2 years, 49 held 1–2 years, and 61 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.