J P Morgan Exchange Traded F (JAVA): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy J P Morgan Exchange Traded F (JAVA) following the 2026 Q1 hedge fund 13F filings?

As of today, JAVA has moved +5.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +3.9%. Since the quarter end (March 31, 2026), JAVA gained +10.7% 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.

J P Morgan Exchange Traded F (JAVA)

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

Smart Money Signals — JAVA

Based on 262 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q

For 6 consecutive quarters, more hedge funds added JAVA 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

262 hedge funds hold JAVA 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 — +32% more funds vs a year ago

fund count last 6Q

+64 new funds entered over the past year (+32% 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 — 62% buying

157 buying95 selling

Last quarter: 157 funds were net buyers (38 opened a brand new position + 119 added to an existing one). Only 95 were sellers (73 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~38 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 32 → 21 → 38 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 32% medium ■ 26% new

112 out of 262 hedge funds have held JAVA 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

29 → 32 → 21 → 38 → 38 new funds/Q

New funds entering each quarter: 32 → 21 → 38 → 38. A growing number of institutions are discovering JAVA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 40% veterans vs 38% newcomers

■ 40% veterans ■ 22% 1-2yr ■ 38% new

Entry-cohort mix of 262 holders: 104 (40%) are 2+ year veterans, 58 entered 1–2 years ago, and 100 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

17 of 262 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	259	246	5.28%
13F Shares	56M	69M	-17.66%
Total Value	$4.01B	$4.88B	-17.74%
New Positions	35	38	-3
Increased Positions	119	114	+5
Closed Positions	22	12	+10
Reduced Positions	73	63	+10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

259

246

5.28%

13F Shares

56M

69M

-17.66%

Total Value

$4.01B

$4.88B

-17.74%

New Positions

-3

Increased Positions

119

114

Closed Positions

+10

Reduced Positions

+10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

259 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 JAVA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Steph & Co	18.72%	914,389	$65.6M
2	Orrstown Financial Services Inc	10.19%	848,841	$60.9M
3	Centerline Wealth Advisors, LLC	7.47%	289,602	$20.8M
4	Sagespring Wealth Partners, LLC	6.23%	4,765,340	$341.9M
5	Summitpoint Capital Management	5.56%	61,090	$4.4M
6	SIMA Wealth Partners, LLC	5.18%	94,742	$6.8M
7	Dynasty Wealth Management, LLC	5.13%	8,197,776	$588.2M
8	Storen Legacy Partners, LLC	5.02%	223,269	$16.0M
9	FSM Wealth Advisors, LLC	4.84%	524,892	$37.7M
10	Intellus Advisors LLC	4.72%	481,617	$34.6M
11	Prism Advisors, Inc.	4.69%	244,878	$17.6M
12	Keyvantage Wealth, LLC	4.60%	145,467	$10.4M
13	MN Wealth Advisors, LLC	4.17%	119,388	$8.6M
14	Triangle Securities Wealth Management	4.04%	248,192	$17.8M
15	Unique Wealth, LLC	3.96%	399,057	$28.6M
16	Arlington Financial Advisors, LLC	3.76%	368,316	$26.4M
17	BCGM Wealth Management, LLC	3.76%	208,721	$15.0M
18	Gill Capital Partners, LLC	3.71%	179,750	$12.9M
19	Resolute Wealth Strategies, LLC	3.47%	112,106	$8.0M
20	WNY Asset Management, LLC	3.37%	454,239	$32.6M
21	Convergence Financial, LLC	2.69%	351,999	$25.3M
22	OpenArc Corporate Advisory, LLC	2.40%	2,337,591	$167.7M
23	GGM Financial LLC	2.22%	67,176	$4.8M
24	Weil Company, Inc.	2.07%	128,234	$9.2M
25	Avior Wealth Management, LLC	1.99%	978,139	$70.2M

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 (JAVA)

What does the Smart Money Trend signal show for JAVA?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added JAVA 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 JAVA?

More buyers than sellers — 62% buying: Last quarter: 157 funds were net buyers (38 opened a brand new position + 119 added to an existing one). Only 95 were sellers (73 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JAVA holders?

Strong quality — 32% AUM from major funds: 17 of 262 holders rank in the top 100 by AUM, accounting for 32% 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 JAVA?

43% of holders stayed for 2+ years: 112 out of 262 hedge funds have held JAVA 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 (JAVA) following the 2026 Q1 hedge fund 13F filings?

As of today, JAVA has moved +5.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +3.9%. Since the quarter end (March 31, 2026), JAVA has gained +10.7% 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.

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J P Morgan Exchange Traded F (JAVA)

Smart Money Signals — JAVA

Buying streak — 6 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +32% more funds vs a year ago

More buyers than sellers — 62% buying

Steady new buyers — ~38 new funds per quarter

43% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 40% veterans vs 38% newcomers

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — JAVA

Hedge Fund Ownership: JAVA

Market Analysis: JAVA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JAVA

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

Hedge Fund Positioning: JAVA

Statistics: JAVA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

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

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