Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (BBJP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
4Q ▲
Buyers last Q
67%

Smart Money Signals — BBJP

Based on 249 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added BBJP 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
249 hedge funds hold BBJP 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 — +34% more funds vs a year ago

fund count last 6Q
+63 new funds entered over the past year (+34% 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 — 67% buying

145 buying70 selling
Last quarter: 145 funds were net buyers (49 opened a brand new position + 96 added to an existing one). Only 70 were sellers (47 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new BBJP position: 35 → 50 → 43 → 49. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 28% medium ■ 29% new
108 out of 249 hedge funds have held BBJP 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.
➡️

Steady discovery — ~49 new funds/quarter

40 → 35 → 50 → 43 → 49 new funds/Q
New funds entering each quarter: 35 → 50 → 43 → 49. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 19% 1-2yr ■ 34% new
Of 249 current holders: 117 (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 — 91% AUM from top-100 funds

91% from top-100 AUM funds
21 of 249 holders are among the 100 largest funds by AUM, controlling 91% of total institutional value in BBJP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
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.

Hedge Fund Ownership: BBJP

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

Market Analysis: BBJP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBJP

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

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 2 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: BBJP
2026 Q1 Stats Unlock in 21 days 249 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 249 223 11.66%
13F Shares 154M 152M 1.54%
Total Value $10.15B $10.05B 0.93%
New Positions 49 43 +6
Increased Positions 96 78 +18
Closed Positions 23 26 -3
Reduced Positions 47 53 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBJP

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

249 + investors

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

Top 25 institutional holders of BBJP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BigSur Wealth Management LLC 1.89% 97,760 $6.7M
2 ACIMA PRIVATE WEALTH, LLC 0.97% 45,024 $3.1M
3 Interchange Capital Partners, LLC 0.60% 33,783 $1.9M
4 Yoffe Investment Management, LLC 0.48% 5,423 $374K
5 SEVEN MILE ADVISORY 0.34% 6,815 $470K
6 Miller Global Investments, LLC 0.29% 4,579 $316K
7 waypoint wealth counsel 0.25% 6,881 $474K
8 Tepp RIA, LLC 0.22% 3,993 $275K
9 BEACON ADVISORS HOLDINGS, LLC 0.19% 5,161 $356K
10 Focus Financial Network, Inc. 0.17% 70,246 $4.8M
11 EXENCIAL WEALTH ADVISORS, LLC 0.12% 58,211 $4.0M
12 Patten Group, Inc. 0.10% 8,705 $600K
13 Etesian Wealth Advisors, Inc. 0.08% 3,594 $248K
14 Morton Capital Management LLC/CA 0.08% 7,676 $529K
15 RFG HOLDINGS, INC. 0.08% 4,505 $310K
16 FSM Wealth Advisors, LLC 0.07% 7,672 $529K
17 OLD NATIONAL BANCORP /IN/ 0.06% 51,968 $3.6M
18 AUGUSTINE ASSET MANAGEMENT INC 0.06% 3,607 $249K
19 Inscription Capital, LLC 0.05% 7,340 $506K
20 Abel Hall, LLC 0.05% 3,075 $212K
21 Robertson Stephens Wealth Management, LLC 0.04% 18,989 $1.3M
22 Perigon Wealth Management, LLC 0.03% 25,990 $1.8M
23 SIERRA SUMMIT ADVISORS LLC 0.03% 3,023 $208K
24 Y-Intercept (Hong Kong) Ltd 0.03% 22,005 $1.5M
25 Turtle Creek Wealth Advisors, LLC 0.03% 5,525 $381K
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 (BBJP)

What does the Smart Money Trend signal show for BBJP?

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

More buyers than sellers — 67% buying: Last quarter: 145 funds were net buyers (49 opened a brand new position + 96 added to an existing one). Only 70 were sellers (47 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BBJP holders?

Elite ownership — 91% AUM from top-100 funds: 21 of 249 holders are among the 100 largest funds by AUM, controlling 91% of total institutional value in BBJP. 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 BBJP?

43% of holders stayed for 2+ years: 108 out of 249 hedge funds have held BBJP 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.

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.