Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBIN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — BBIN

Based on 122 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 BBIN 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 (98% of max)

98% of all-time peak
122 hedge funds hold BBIN 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

60 buying62 selling
Last quarter: 62 funds reduced or exited vs 60 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 24 → 19 → 24 → 14. 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.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 28% medium ■ 25% new
58 out of 122 hedge funds have held BBIN 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 +504% but shares only +471% — price-driven

Value
+504%
Shares
+471%
Last quarter: the total dollar value of institutional holdings rose +504%, but actual share count only changed +471%. 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 — ~14 new funds/quarter

15 → 24 → 19 → 24 → 14 new funds/Q
New funds entering each quarter: 24 → 19 → 24 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 48% veterans vs 34% newcomers

■ 48% veterans ■ 19% 1-2yr ■ 34% new
Entry-cohort mix of 122 holders: 58 (48%) are 2+ year veterans, 23 entered 1–2 years ago, and 41 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 87% AUM from top-100 funds

87% from top-100 AUM funds
19 of 121 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in BBIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — BBIN

In 2026 Q2, 60 hedge funds were net buyers of BBIN (14 opened a new position, 46 added to an existing one), while 62 reduced or exited (45 trimmed, 17 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 87% of total institutional value in BBIN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 122.

Hedge Fund Ownership: BBIN

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

Market Analysis: BBIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBIN

-- --

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

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

Signal Freshness measures how much BBIN 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 · 87d ago
BBIN
+0.5%
SPY
+3.1%

BBIN outperformed SPY by -2.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 42d ago
BBIN
-3.3%
SPY
-1.8%

Since the filing became public, BBIN outperformed SPY by -1.5% .

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.

4 top-rated funds 3 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: BBIN
120 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 120 125 -4.0%
13F Shares 71M 12M 469.43%
Total Value $5.49B $911M 502.62%
New Positions 13 24 -11
Increased Positions 46 35 +11
Closed Positions 17 17 -
Reduced Positions 45 47 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBIN

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

120 + investors

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

QUARTER:
Top 25 BBIN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonehaven Wealth & Tax Solutions, LLC 9.67% 154,638 $12.1M
2 Alpha Advisors, LLC/VA 5.50% 93,740 $7.3M
3 Graney & King, LLC 4.42% 157,564 $12.3M
4 MN Wealth Advisors, LLC 2.08% 62,499 $4.9M
5 5T Wealth, LLC 1.72% 59,060 $4.6M
6 MLG Wealth Management DBA Pine Grove Financial Group 1.67% 191,377 $13.8M
7 Horizon Family Wealth, Inc. 1.58% 44,288 $3.5M
8 WNY Asset Management, LLC 1.47% 211,412 $16.5M
9 Integrated Wealth Concepts LLC 1.37% 3,592,169 $280.5M
10 Northwest Wealth Advisors, LLC 1.30% 28,899 $2.3M
11 Kelly Financial Group LLC 1.11% 64,109 $5.0M
12 Merited Wealth, LLC 1.04% 18,831 $1.5M
13 Pallas Capital Advisors LLC 0.67% 278,932 $21.8M
14 Rothschild Investment LLC 0.64% 220,104 $17.2M
15 Gateway Wealth Partners, LLC 0.58% 124,747 $9.7M
16 Jacobi Capital Management LLC 0.46% 120,618 $9.4M
17 Elevation Wealth Management LLC 0.44% 7,535 $588K
18 Perigon Wealth Management, LLC 0.42% 343,632 $26.8M
19 Independent Wealth Network Inc. 0.39% 19,759 $1.5M
20 Aptus Capital Advisors, LLC 0.35% 651,197 $50.8M
21 Richardson Financial Services INC. 0.29% 6,463 $505K
22 3Chopt Investment Partners, LLC 0.25% 17,198 $1.3M
23 Jpmorgan Chase & Co 0.24% 56,351,934 $4.39B
24 Advisory Services Network, LLC 0.21% 241,823 $18.9M
25 Insight Advisors, LLC/ PA 0.20% 14,331 $1.1M
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 (BBIN)

What does the Smart Money Trend signal show for BBIN?

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

More sellers than buyers — 49% buying: Last quarter: 62 funds reduced or exited vs 60 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BBIN holders?

Elite ownership — 87% AUM from top-100 funds: 19 of 121 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in BBIN. 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 BBIN?

48% of holders stayed for 2+ years: 58 out of 122 hedge funds have held BBIN 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 (BBIN) following the 2026 Q2 hedge fund 13F filings?

As of today, BBIN has moved -3.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -1.5%. Since the quarter end (June 30, 2026), BBIN has gained +0.5% vs +3.1% 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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