Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JBND)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +53
Streak
8Q ▲
Buyers last Q
84%

Smart Money Signals — JBND

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

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added JBND 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 JBND right now — the highest count in 2.2 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 — +133% more funds vs a year ago

fund count last 6Q
+142 new funds entered over the past year (+133% 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 — 84% buying

210 buying41 selling
Last quarter: 210 funds were net buyers (67 opened a brand new position + 143 added to an existing one). Only 41 were sellers (27 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new JBND position: 35 → 38 → 51 → 67. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 54% entered in last year

■ 5% conviction (2yr+) ■ 41% medium ■ 54% new
Only 12 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

47 → 35 → 38 → 51 → 67 new funds/Q
New funds entering each quarter: 35 → 38 → 51 → 67. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 75% of holders entered in last year

■ 0% veterans ■ 25% 1-2yr ■ 75% new
Of 249 current holders: 187 (75%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
14 of 249 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.8
out of 10
Moderate Exit Risk
Exit risk score 5.8/10 — 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: JBND

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

Market Analysis: JBND

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JBND

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

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 13 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: JBND
2026 Q1 Stats Unlock in 17 days 249 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 249 196 27.04%
13F Shares 87M 52M 67.17%
Total Value $4.68B $2.80B 66.93%
New Positions 67 51 +16
Increased Positions 143 108 +35
Closed Positions 14 11 +3
Reduced Positions 27 27 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JBND

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

249 + investors

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

Top 25 institutional holders of JBND — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pinnacle Wealth Management, LLC 10.33% 285,338 $15.3M
2 LIFELONG WEALTH ADVISORS, INC. 9.56% 669,290 $36.0M
3 CGC Financial Services, LLC 8.39% 539,876 $29.0M
4 Echo Wealth Management, LLC 8.33% 269,004 $14.5M
5 Argo Wealth Advisory, LLC 7.21% 228,576 $12.3M
6 Choice Wealth Advisors LLC 6.92% 327,921 $17.6M
7 IAG Wealth Partners, LLC 6.66% 1,109,543 $59.7M
8 AGH Wealth Advisors, LLC 6.56% 165,832 $8.9M
9 Peterson Wealth Advisors, LLC 6.39% 893,551 $48.0M
10 Essex LLC 6.36% 670,321 $36.0M
11 PEAK FINANCIAL ADVISORS LLC 6.18% 259,406 $13.9M
12 LVZ, Inc. 5.93% 967,020 $52.0M
13 Royal Harbor Partners, LLC 5.79% 317,831 $17.1M
14 Guided Capital Wealth Management, LLC 5.76% 162,371 $8.7M
15 BALDWIN WEALTH PARTNERS LLC/MA 5.74% 1,469,232 $79.0M
16 Independence Asset Advisors, LLC 5.43% 279,390 $15.0M
17 Arlington Financial Advisors, LLC 5.36% 699,517 $37.6M
18 Berger Financial Group, Inc 4.35% 1,443,755 $77.6M
19 Cobblestone Asset Management LLC 4.30% 177,858 $9.6M
20 Intrua Financial, LLC 4.05% 729,351 $39.2M
21 Financial Planning Navigators CORP 3.72% 157,937 $8.5M
22 Sherman Wealth Management LLC 3.64% 78,764 $4.2M
23 Opes Wealth Management LLC 3.29% 372,762 $20.0M
24 Boyer Financial Services, Inc. 3.04% 53,260 $2.9M
25 SMITHBRIDGE ASSET MANAGEMENT INC/DE 2.62% 328,037 $17.6M
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 (JBND)

What does the Smart Money Trend signal show for JBND?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added JBND 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 JBND?

More buyers than sellers — 84% buying: Last quarter: 210 funds were net buyers (67 opened a brand new position + 143 added to an existing one). Only 41 were sellers (27 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JBND holders?

Strong quality — 33% AUM from major funds: 14 of 249 holders rank in the top 100 by AUM, accounting for 33% 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 JBND?

Mostly new holders — 54% entered in last year: Only 12 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.