Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBEU)

196 + 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
↑ +10
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — BBEU

Based on 197 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 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
197 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 — +45% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+45% 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 — 57% buying

99 buying76 selling
Last quarter: 99 funds bought or added vs 76 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 (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 32 → 17 → 59 → 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.
📌

Mixed — 38% long-term, 35% new

■ 38% conviction (2yr+) ■ 28% medium ■ 35% new
Of the 197 current holders: 74 (38%) held >2 years, 55 held 1–2 years, and 68 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.
🚀

Acceleration phase — new buyers rushing in

31 → 32 → 17 → 59 → 41 new funds/Q
New funds entering each quarter: 32 → 17 → 59 → 41. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 12% 1-2yr ■ 41% new
Of 197 current holders: 93 (47%) 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 — 40% AUM from top-100 funds

40% from top-100 AUM funds
19 of 197 holders are among the 100 largest funds by AUM, controlling 40% 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.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 Q1, 99 hedge funds were net buyers of BBEU (41 opened a new position, 58 added to an existing one), while 76 reduced or exited (45 trimmed, 31 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 40% of total institutional value in BBEU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 197.

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 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 · 73d ago
BBEU
+8.3%
SPY
+11.7%

BBEU outperformed SPY by -3.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
BBEU
+4.3%
SPY
-1.7%

Since the filing became public, BBEU outperformed SPY by +6.0% .

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
2.1
/ 10
conviction
Hedge Fund Positioning: BBEU
196 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 196 187 4.81%
13F Shares 6M 99M -93.55%
Total Value $443M $7.26B -93.9%
New Positions 41 59 -18
Increased Positions 58 56 +2
Closed Positions 32 17 +15
Reduced Positions 45 25 +20
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBEU

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

196 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legacy CG, LLC 8.67% 431,203 $31.2M
2 1 North Wealth Services LLC 3.08% 117,732 $8.5M
3 Greenwood Capital Associates LLC 3.05% 382,874 $27.7M
4 Permanens Capital L.P. 1.93% 206,582 $15.0M
5 Elm Partners Management LLC 1.92% 632,274 $44.4M
6 Foresight Capital Management Advisors, INC. 1.80% 44,564 $3.2M
7 Evansbrook LLC 1.52% 31,430 $2.3M
8 Nolet Wealth Management, LLC 1.25% 30,265 $2.2M
9 Afg Fiduciary Services Limited Partnership 1.02% 23,789 $1.8M
10 Yoffe Investment Management, LLC 0.99% 10,642 $771K
11 Curbstone Financial Management Corp 0.89% 63,980 $4.6M
12 MN Wealth Advisors, LLC 0.67% 19,103 $1.4M
13 Secure Asset Management, LLC 0.61% 53,633 $3.9M
14 Cedarwood Wealth LLC 0.49% 6,679 $484K
15 Breakwater Investment Management 0.48% 17,718 $1.3M
16 Kelly Financial Group LLC 0.39% 21,252 $1.5M
17 Indie Asset Partners, LLC 0.30% 3,649 $264K
18 Horizon Investments, LLC 0.27% 338,169 $24.5M
19 Robertson Stephens Wealth Management, LLC 0.27% 131,153 $9.5M
20 Atlas Capital Advisors INC. 0.25% 30,393 $2.2M
21 Dorsey & Whitney Trust CO LLC 0.23% 57,544 $4.2M
22 Tranquilli Financial Advisor LLC 0.20% 4,720 $342K
23 Brandywine Oak Private Wealth LLC 0.19% 32,023 $2.3M
24 Seven Mile Advisory 0.17% 3,218 $233K
25 Beacon Advisors Holdings, LLC 0.16% 4,207 $305K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 57% buying: Last quarter: 99 funds bought or added vs 76 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 — 40% AUM from top-100 funds: 19 of 197 holders are among the 100 largest funds by AUM, controlling 40% 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 197 current holders: 74 (38%) held >2 years, 55 held 1–2 years, and 68 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 (BBEU) following the 2026 Q1 hedge fund 13F filings?

As of today, BBEU has moved +4.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of +6.0%. Since the quarter end (March 31, 2026), BBEU has gained +8.3% vs +11.7% 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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