Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (BBMC)

48 + Investors. Track Smart Money conviction in BBMC. 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
41%

Smart Money Signals — BBMC

Based on 48 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BBMC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
48 funds currently hold this stock — 81% 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BBMC is almost the same as a year ago (-1 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 41% buying

21 buying30 selling
Last quarter: 30 funds reduced or exited vs 21 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 (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 4 → 15 → 9. 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+) ■ 19% medium ■ 33% new
23 out of 48 hedge funds have held BBMC 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 — ~9 new funds/quarter

11 → 6 → 4 → 15 → 9 new funds/Q
New funds entering each quarter: 6 → 4 → 15 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 50% veterans vs 38% newcomers

■ 50% veterans ■ 12% 1-2yr ■ 38% new
Entry-cohort mix of 48 holders: 24 (50%) are 2+ year veterans, 6 entered 1–2 years ago, and 18 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
9 of 48 holders are among the 100 largest funds by AUM, controlling 53% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — BBMC

In 2026 Q1, 21 hedge funds were net buyers of BBMC (9 opened a new position, 12 added to an existing one), while 30 reduced or exited (18 trimmed, 12 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 53% of total institutional value in BBMC 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: 48.

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.

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

Signal Freshness measures how much BBMC 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 · 84d ago
BBMC
+15.8%
SPY
+14.9%

BBMC outperformed SPY by +0.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 39d ago
BBMC
+6.3%
SPY
+1.1%

Since the filing became public, BBMC outperformed SPY by +5.2% .

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: BBMC
48 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 48 51 -5.88%
13F Shares 415K 16M -97.43%
Total Value $26M $1.72B -98.48%
New Positions 9 15 -6
Increased Positions 12 12 -
Closed Positions 12 2 +10
Reduced Positions 18 14 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BBMC

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Financial Highlights

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Institutional Holders (2026 Q1)

48 + investors

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

QUARTER:
Top 25 BBMC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 ACT Advisors, LLC. 0.61% 13,232 $1.4M
2 Elevation Wealth Management LLC 0.50% 5,039 $546K
3 Merited Wealth, LLC 0.30% 3,319 $360K
4 Sutton Place Investors LLC 0.20% 3,314 $359K
5 MN Wealth Advisors, LLC 0.19% 3,638 $394K
6 Archer Investment Corp 0.10% 4,516 $490K
7 IAG Wealth Partners, LLC 0.10% 8,368 $907K
8 LGT Financial Advisors LLC 0.06% 108 $12K
9 Triad Wealth Partners, LLC 0.05% 5,290 $573K
10 Thrive Wealth Management, LLC 0.04% 2,281 $247K
11 Gradient Investments LLC 0.01% 8,575 $930K
12 Equitable Holdings, Inc. 0.01% 20,864 $2.2M
13 Mgo One Seven LLC 0.01% 5,979 $648K
14 Ascent Group, LLC 0.01% 3,369 $365K
15 GGM Financial LLC 0.01% 117 $13K
16 Geneos Wealth Management Inc. 0.01% 2,096 $227K
17 Sanctuary Advisors, LLC 0.01% 8,649 $938K
18 Great Valley Advisor Group, INC. 0.00% 2,493 $270K
19 Private Advisor Group, LLC 0.00% 4,083 $443K
20 Steward Partners Investment Advisory, LLC 0.00% 3,224 $350K
21 Founders Financial Alliance, LLC 0.00% 86 $9K
22 LPL Financial LLC 0.00% 48,448 $5.3M
23 Osaic Holdings, INC. 0.00% 4,386 $476K
24 Rossby Financial, LCC 0.00% 29 $3K
25 Ascentis Independent Advisors 0.00% 63 $7K
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?

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

More sellers than buyers — 41% buying: Last quarter: 30 funds reduced or exited vs 21 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 BBMC holders?

Elite ownership — 53% AUM from top-100 funds: 9 of 48 holders are among the 100 largest funds by AUM, controlling 53% 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?

48% of holders stayed for 2+ years: 23 out of 48 hedge funds have held BBMC 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 (BBMC) following the 2026 Q1 hedge fund 13F filings?

As of today, BBMC has moved +6.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of +5.2%. Since the quarter end (March 31, 2026), BBMC has gained +15.8% vs +14.9% 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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