Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JCPB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +46
Streak
11Q ▲
Buyers last Q
79%

Smart Money Signals — JCPB

Based on 405 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added JCPB 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
405 hedge funds hold JCPB 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 — +34% more funds vs a year ago

fund count last 6Q
+102 new funds entered over the past year (+34% 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 — 79% buying

318 buying84 selling
Last quarter: 318 funds were net buyers (70 opened a brand new position + 248 added to an existing one). Only 84 were sellers (60 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new JCPB position: 48 → 43 → 49 → 70. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 35% long-term, 29% new

■ 35% conviction (2yr+) ■ 35% medium ■ 29% new
Of the 405 current holders: 143 (35%) held >2 years, 143 held 1–2 years, and 119 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

53 → 48 → 43 → 49 → 70 new funds/Q
New funds entering each quarter: 48 → 43 → 49 → 70. A growing number of institutions are discovering JCPB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 32% veterans, 41% new entrants

■ 32% veterans ■ 26% 1-2yr ■ 41% new
Of 405 current holders: 131 (32%) held 2+ years, 106 held 1–2 years, 168 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
13 of 405 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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: JCPB

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

Market Analysis: JCPB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JCPB

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

No strong consensus or elite conviction detected among institutional holders.

24 top-rated funds 37 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: JCPB
2026 Q1 Stats Unlock in 20 days 405 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 405 359 12.81%
13F Shares 158M 134M 17.99%
Total Value $7.46B $6.35B 17.55%
New Positions 70 49 +21
Increased Positions 248 224 +24
Closed Positions 24 29 -5
Reduced Positions 60 66 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JCPB

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

405 + investors

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

Top 25 institutional holders of JCPB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alpine Bank Wealth Management 13.17% 1,923,666 $90.6M
2 Wiser Wealth Management, Inc 13.05% 1,285,354 $60.5M
3 CORE WEALTH ADVISORS, LLC 12.37% 341,844 $16.1M
4 First Pacific Financial 12.16% 2,005,687 $94.4M
5 Hughes Financial Services, LLC 10.90% 1,506,498 $70.9M
6 Legacy Wealth Management, LLC 10.62% 3,867,634 $182.1M
7 FMA Wealth Management, LLC 9.76% 311,725 $14.7M
8 RIVERCHASE WEALTH MANAGEMENT, LLC 9.60% 391,521 $18.4M
9 SIERRA OCEAN, LLC 9.59% 248,277 $11.7M
10 Financially in Tune, LLC 9.42% 232,779 $11.0M
11 Moss Adams Wealth Advisors LLC 9.04% 2,625,401 $123.6M
12 SENTINEL PENSION ADVISORS, LLC 8.79% 1,263,562 $59.5M
13 BankPlus Wealth Management LLC 8.65% 355,561 $16.7M
14 Hartford Financial Management Inc. 8.47% 706,122 $33.2M
15 VOISARD ASSET MANAGEMENT GROUP, INC. 7.88% 784,246 $36.9M
16 KELLY FINANCIAL GROUP LLC 7.74% 653,344 $30.8M
17 Selby Wealth Management, LLC 7.30% 393,903 $18.5M
18 Harbor Group, Inc. 7.28% 1,071,438 $50.4M
19 Aspen Wealth Management LLC 7.21% 767,937 $36.2M
20 FLOYD FINANCIAL GROUP LLC 6.99% 221,976 $10.5M
21 Royal Harbor Partners, LLC 6.82% 428,161 $20.2M
22 CGN Advisors LLC 6.70% 1,801,494 $84.8M
23 Bond & Devick Financial Network, Inc. 6.01% 457,321 $21.5M
24 Mascoma Wealth Management LLC 5.46% 561,371 $26.4M
25 Trademark Financial Management, LLC 5.29% 229,244 $10.8M
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 (JCPB)

What does the Smart Money Trend signal show for JCPB?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added JCPB 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 JCPB?

More buyers than sellers — 79% buying: Last quarter: 318 funds were net buyers (70 opened a brand new position + 248 added to an existing one). Only 84 were sellers (60 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JCPB holders?

Smaller funds dominant — 15% AUM from top-100: 13 of 405 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JCPB?

Mixed — 35% long-term, 29% new: Of the 405 current holders: 143 (35%) held >2 years, 143 held 1–2 years, and 119 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.