Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBIN)

124 + 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
↑ +8
Streak
4Q ▲
Buyers last Q
48%

Smart Money Signals — BBIN

Based on 125 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added BBIN 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
125 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+21% 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 sellers than buyers — 48% buying

59 buying63 selling
Last quarter: 63 funds reduced or exited vs 59 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.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 24 → 19 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 24% medium ■ 32% new
55 out of 125 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.
📈

Growing discovery — still being found

13 → 14 → 24 → 19 → 24 new funds/Q
New funds entering each quarter: 14 → 24 → 19 → 24. A growing number of institutions are discovering BBIN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 45% veterans vs 35% newcomers

■ 45% veterans ■ 20% 1-2yr ■ 35% new
Entry-cohort mix of 125 holders: 56 (45%) are 2+ year veterans, 25 entered 1–2 years ago, and 44 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
19 of 125 holders rank in the top 100 by AUM, accounting for 39% 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 — BBIN

In 2026 Q1, 59 hedge funds were net buyers of BBIN (24 opened a new position, 35 added to an existing one), while 63 reduced or exited (47 trimmed, 16 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 39% of total institutional value in BBIN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 125.

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 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 · 82d ago
BBIN
+8.8%
SPY
+15.1%

BBIN outperformed SPY by -6.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
BBIN
+4.1%
SPY
+1.3%

Since the filing became public, BBIN 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 4 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: BBIN
124 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 124 117 5.98%
13F Shares 12M 69M -82.24%
Total Value $895M $5.00B -82.1%
New Positions 23 19 +4
Increased Positions 35 47 -12
Closed Positions 16 15 +1
Reduced Positions 47 34 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBIN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

124 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonehaven Wealth & Tax Solutions, LLC 9.80% 151,541 $11.1M
2 Graney & King, LLC 5.85% 148,332 $10.8M
3 Alpha Advisors, LLC/VA 5.27% 91,284 $6.7M
4 MN Wealth Advisors, LLC 2.44% 68,472 $5.0M
5 5T Wealth, LLC 1.74% 60,349 $4.4M
6 Horizon Family Wealth, Inc. 1.73% 44,899 $3.3M
7 WNY Asset Management, LLC 1.57% 207,264 $15.2M
8 Northwest Wealth Advisors, LLC 1.53% 29,333 $2.1M
9 Integrated Wealth Concepts LLC 1.35% 2,315,751 $169.3M
10 Kelly Financial Group LLC 1.20% 65,383 $4.8M
11 Merited Wealth, LLC 1.13% 18,588 $1.4M
12 Rothschild Investment LLC 0.74% 194,077 $14.2M
13 Pallas Capital Advisors LLC 0.72% 260,154 $19.0M
14 Gateway Wealth Partners, LLC 0.64% 225,948 $16.5M
15 Elevation Wealth Management LLC 0.51% 7,638 $559K
16 Perigon Wealth Management, LLC 0.45% 340,401 $24.9M
17 Jacobi Capital Management LLC 0.45% 110,198 $8.1M
18 Independent Wealth Network Inc. 0.44% 20,064 $1.5M
19 Aptus Capital Advisors, LLC 0.35% 617,052 $45.1M
20 Cobblestone Asset Management LLC 0.33% 9,955 $728K
21 Strategic Financial Concepts, LLC 0.32% 17,577 $1.3M
22 3Chopt Investment Partners, LLC 0.29% 17,191 $1.3M
23 Richardson Financial Services INC. 0.28% 6,219 $455K
24 Advisory Services Network, LLC 0.22% 228,509 $16.7M
25 Insight Advisors, LLC/ PA 0.20% 14,497 $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?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added BBIN 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 BBIN?

More sellers than buyers — 48% buying: Last quarter: 63 funds reduced or exited vs 59 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?

Strong quality — 39% AUM from major funds: 19 of 125 holders rank in the top 100 by AUM, accounting for 39% 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 BBIN?

44% of holders stayed for 2+ years: 55 out of 125 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 Q1 hedge fund 13F filings?

As of today, BBIN has moved +4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +2.8%. Since the quarter end (March 31, 2026), BBIN has gained +8.8% vs +15.1% 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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