Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (BBMC)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — BBMC

Based on 51 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BBMC 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.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
51 funds currently hold this stock — 86% of the 3.0-year high of 59 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold BBMC compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 63% buying

27 buying16 selling
Last quarter: 27 funds were net buyers (15 opened a brand new position + 12 added to an existing one). Only 16 were sellers (14 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new BBMC position: 11 → 6 → 4 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 37% long-term, 39% new

37% conviction (2yr+) 24% medium 39% new
Of the 51 current holders: 19 (37%) held >2 years, 12 held 1–2 years, and 20 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.
📈

Growing discovery — still being found

24 → 11 → 6 → 4 → 15 new funds/Q
New funds entering each quarter: 11 → 6 → 4 → 15. A growing number of institutions are discovering BBMC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 43% of holders stayed 2+ years

43% veterans 20% 1-2yr 37% new
Of 51 current holders: 22 (43%) 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 — 98% AUM from top-100 funds

98% from top-100 AUM funds
7 of 51 holders are among the 100 largest funds by AUM, controlling 98% of total institutional value in BBMC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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.

Hedge Fund Ownership: BBMC

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

Market Analysis: BBMC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BBMC

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: BBMC
2026 Q1 Stats Unlock in 14 days 51 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 51 38 34.21%
13F Shares 16M 18M -9.9%
Total Value $1.72B $1.86B -7.67%
New Positions 15 4 +11
Increased Positions 12 14 -2
Closed Positions 2 6 -4
Reduced Positions 14 11 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBMC

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Valuation Measures Data as of: --

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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) --
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Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

51 + investors

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

Top 22 institutional holders of BBMC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ACT Advisors, LLC. 0.61% 13,232 $1.4M
2 Merited Wealth, LLC 0.30% 3,319 $360K
3 SUTTON PLACE INVESTORS LLC 0.20% 3,314 $359K
4 MN Wealth Advisors, LLC 0.19% 3,638 $394K
5 Archer Investment Corp 0.10% 4,516 $490K
6 IAG Wealth Partners, LLC 0.10% 8,368 $907K
7 LGT Financial Advisors LLC 0.06% 108 $12K
8 Triad Wealth Partners, LLC 0.05% 5,290 $573K
9 Janney Montgomery Scott LLC 0.04% 154,078 $17K
10 Thrive Wealth Management, LLC 0.04% 2,281 $247K
11 Gradient Investments LLC 0.01% 8,575 $930K
12 Geneos Wealth Management Inc. 0.01% 2,096 $227K
13 Sanctuary Advisors, LLC 0.01% 8,649 $938K
14 Private Advisor Group, LLC 0.00% 4,083 $443K
15 Ascentis Independent Advisors 0.00% 63 $7K
16 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 39 $4K
17 WealthShield Partners, LLC 0.00% 14 $2K
18 Farther Finance Advisors, LLC 0.00% 70 $8K
19 IFP Advisors, Inc 0.00% 24 $3K
20 Spire Wealth Management 0.00% 14 $2K
21 Sound Income Strategies, LLC 0.00% 6
22 UBS Group AG 0.00% 130 $14K
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 (BBMC)

What does the Smart Money Trend signal show for BBMC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BBMC 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 BBMC?

More buyers than sellers — 63% buying: Last quarter: 27 funds were net buyers (15 opened a brand new position + 12 added to an existing one). Only 16 were sellers (14 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BBMC holders?

Elite ownership — 98% AUM from top-100 funds: 7 of 51 holders are among the 100 largest funds by AUM, controlling 98% of total institutional value in BBMC. 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 BBMC?

Mixed — 37% long-term, 39% new: Of the 51 current holders: 19 (37%) held >2 years, 12 held 1–2 years, and 20 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.

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.