Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JBND)

325 + 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
↑ +18
Streak
10Q ▲
Buyers last Q
70%

Smart Money Signals — JBND

Based on 326 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
326 hedge funds hold JBND right now — the highest count in 2.8 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 — +95% more funds vs a year ago

fund count last 6Q
+159 new funds entered over the past year (+95% 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 — 70% buying

243 buying102 selling
Last quarter: 243 funds were net buyers (51 opened a brand new position + 192 added to an existing one). Only 102 were sellers (69 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 53 → 73 → 59 → 51. 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.
🔄

Mostly new holders — 43% entered in last year

■ 10% conviction (2yr+) ■ 47% medium ■ 43% new
Only 33 funds (10%) 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.
➡️

Steady discovery — ~51 new funds/quarter

42 → 53 → 73 → 59 → 51 new funds/Q
New funds entering each quarter: 53 → 73 → 59 → 51. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 61% of holders entered in last year

■ 6% veterans ■ 33% 1-2yr ■ 61% new
Of 326 current holders: 199 (61%) entered in the past year, only 21 (6%) 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.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
18 of 326 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in JBND. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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.

Institutional Sentiment Summary — JBND

In 2026 Q2, 243 hedge funds were net buyers of JBND (51 opened a new position, 192 added to an existing one), while 102 reduced or exited (69 trimmed, 33 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in JBND is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 326.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 18 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: JBND
325 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 325 308 5.52%
13F Shares 133M 108M 22.45%
Total Value $6.85B $5.65B 21.37%
New Positions 50 59 -9
Increased Positions 192 184 +8
Closed Positions 33 19 +14
Reduced Positions 69 52 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JBND

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Institutional Holders (2026 Q2)

325 + investors

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

QUARTER:
Top 25 JBND holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pinnacle Wealth Management, LLC 9.46% 285,453 $15.3M
2 Northwest Financial Advisors 9.38% 1,318,229 $70.5M
3 Lifelong Wealth Advisors, INC. 8.79% 699,070 $37.4M
4 Echo Wealth Management, LLC 7.95% 291,117 $15.6M
5 Vawter Financial, Ltd. 7.26% 360,261 $19.3M
6 Argo Wealth Advisory, LLC 6.83% 231,442 $12.4M
7 CGC Financial Services, LLC 6.69% 555,625 $29.7M
8 Essex LLC 6.48% 798,166 $42.7M
9 Choice Wealth Advisors LLC 6.40% 341,073 $18.2M
10 Diversified Portfolios, Inc. 6.15% 1,583,948 $84.7M
11 AGH Wealth Advisors, LLC 5.99% 177,406 $9.5M
12 IAG Wealth Partners, LLC 5.90% 1,114,649 $59.6M
13 Royal Harbor Partners, LLC 5.89% 355,465 $19.0M
14 Peterson Wealth Advisors, LLC 5.88% 930,053 $49.8M
15 LVZ, Inc. 5.24% 964,908 $51.6M
16 Tenet Wealth Partners, LLC 5.17% 131,606 $7.0M
17 Baldwin Wealth Partners LLC/Ma 5.14% 1,470,097 $78.7M
18 Cobblestone Asset Management LLC 5.14% 230,251 $12.3M
19 Bridgewater Advisors Inc. 4.94% 1,722,643 $90.6M
20 Arlington Financial Advisors, LLC 4.89% 719,463 $38.5M
21 Guided Capital Wealth Management, LLC 4.88% 156,105 $8.4M
22 Ruggaard & Associates LLC 4.10% 213,405 $11.4M
23 Berger Financial Group, Inc 3.91% 1,431,811 $76.6M
24 Independence Asset Advisors, LLC 3.89% 279,411 $14.9M
25 Lockerman Financial Group, INC. 3.83% 46,840 $2.5M
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 — 10 quarters in a row: For 10 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 — 70% buying: Last quarter: 243 funds were net buyers (51 opened a brand new position + 192 added to an existing one). Only 102 were sellers (69 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JBND holders?

Elite ownership — 41% AUM from top-100 funds: 18 of 326 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in JBND. 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 JBND?

Mostly new holders — 43% entered in last year: Only 33 funds (10%) 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.

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