Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBJP)

259 + 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
↑ +1
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — BBJP

Based on 261 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (99% of max)

99% of all-time peak
261 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+38 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

131 buying109 selling
Last quarter: 131 funds bought or added vs 109 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 (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 44 → 52 → 51 → 43. 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.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 27% medium ■ 26% new
122 out of 261 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.
💰

Value +740% but shares only +625% — price-driven

Value
+739%
Shares
+625%
Last quarter: the total dollar value of institutional holdings rose +740%, but actual share count only changed +625%. 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 — ~43 new funds/quarter

53 → 44 → 52 → 51 → 43 new funds/Q
New funds entering each quarter: 44 → 52 → 51 → 43. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 34% newcomers

■ 54% veterans ■ 13% 1-2yr ■ 34% new
Entry-cohort mix of 261 holders: 140 (54%) are 2+ year veterans, 33 entered 1–2 years ago, and 88 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 91% AUM from top-100 funds

91% from top-100 AUM funds
28 of 261 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.
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 — BBJP

In 2026 Q2, 131 hedge funds were net buyers of BBJP (43 opened a new position, 88 added to an existing one), while 109 reduced or exited (67 trimmed, 42 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 91% of total institutional value in BBJP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 261.

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

-- --

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

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

Signal Freshness measures how much BBJP has moved relative to its sector benchmark (SPY) since the 2026 Q3 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 September 30, 2026 · 46d ago
BBJP
-5.2%
SPY
-1.1%

BBJP outperformed SPY by -4.1% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 1d ago
BBJP
+0.0%
SPY
+0.0%

Since the filing became public, BBJP outperformed SPY by +0.0% .

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.

9 top-rated funds 1 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: BBJP
2026 Q3 Stats Unlock in 4 days 259 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 259 260 -0.38%
13F Shares 161M 22M 616.84%
Total Value $12.05B $1.45B 730.99%
New Positions 42 51 -9
Increased Positions 87 85 +2
Closed Positions 43 53 -10
Reduced Positions 67 62 +5
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 Q3)

259 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 BBJP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pennsylvania State University 30.06% 963,675 $75.6M
2 Investure, LLC 14.08% 3,287,302 $258.1M
3 Cerity Partners OCIO LLC 9.94% 2,397,310 $188.2M
4 Eldridge Investment Advisors, Inc. 2.80% 181,975 $14.3M
5 Evansbrook LLC 2.11% 46,042 $3.6M
6 BigSur Wealth Management LLC 1.67% 89,925 $7.1M
7 Nolet Wealth Management, LLC 1.53% 35,233 $2.8M
8 Mount Lucas Management LP 1.33% 56,513 $4.4M
9 Acima Private Wealth, LLC 1.02% 44,648 $3.5M
10 3EDGE Asset Management, LP 0.92% 274,331 $21.5M
11 MN Wealth Advisors, LLC 0.88% 27,675 $2.2M
12 Jacobi Capital Management LLC 0.78% 209,263 $16.4M
13 Birch Hill Investment Advisors LLC 0.71% 221,042 $17.4M
14 AlphaCentric Advisors LLC 0.69% 9,943 $781K
15 Jpmorgan Chase & Co 0.60% 141,709,803 $11.02B
16 Quartz Partners, LLC 0.54% 22,894 $1.8M
17 Yoffe Investment Management, LLC 0.50% 5,423 $426K
18 Karpus Management, Inc. 0.47% 200,323 $15.7M
19 Lockerman Financial Group, INC. 0.45% 3,984 $313K
20 MLG Wealth Management DBA Pine Grove Financial Group 0.44% 58,170 $4.6M
21 Interchange Capital Partners, LLC 0.41% 31,256 $2.5M
22 WealthPlan Investment Management, LLC 0.41% 106,866 $8.4M
23 Clear Harbor Asset Management, LLC 0.37% 81,188 $6.4M
24 Avidian Wealth Enterprises, LLC 0.32% 146,725 $11.5M
25 waypoint wealth counsel 0.30% 6,557 $515K
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

Stocks with similar institutional ownership

GPI 270 holdersKRMN 270 holdersCON 270 holdersCOCO 270 holdersHGER 270 holdersFRSH 270 holdersUSXF 270 holdersHTO 269 holdersAOM 269 holdersACWV 269 holdersKALU 269 holdersKN 269 holders All stocks →

Frequently Asked Questions — J P Morgan Exchange Traded F (BBJP)

What does the Smart Money Trend signal show for BBJP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 55% buying: Last quarter: 131 funds bought or added vs 109 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 BBJP holders?

Elite ownership — 91% AUM from top-100 funds: 28 of 261 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?

47% of holders stayed for 2+ years: 122 out of 261 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.

Is it too late to buy J P Morgan Exchange Traded F (BBJP) following the 2026 Q3 hedge fund 13F filings?

As of today, BBJP has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), BBJP has gained -5.2% vs -1.1% 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.

Full history →