Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JCPB)

472 + 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
76%

Smart Money Signals — JCPB

Based on 475 hedge funds · latest filing: 2026 Q1 · 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
475 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 — +41% more funds vs a year ago

fund count last 6Q
+138 new funds entered over the past year (+41% 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 — 76% buying

359 buying114 selling
Last quarter: 359 funds were net buyers (76 opened a brand new position + 283 added to an existing one). Only 114 were sellers (84 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~76 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 50 → 52 → 75 → 76. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 32% new

■ 36% conviction (2yr+) ■ 32% medium ■ 32% new
Of the 475 current holders: 171 (36%) held >2 years, 152 held 1–2 years, and 152 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 → 50 → 52 → 75 → 76 new funds/Q
New funds entering each quarter: 50 → 52 → 75 → 76. A growing number of institutions are discovering JCPB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 35% veterans, 42% new entrants

■ 35% veterans ■ 23% 1-2yr ■ 42% new
Of 475 current holders: 164 (35%) held 2+ years, 111 held 1–2 years, 200 (42%) 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
20 of 475 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — JCPB

In 2026 Q1, 359 hedge funds were net buyers of JCPB (76 opened a new position, 283 added to an existing one), while 114 reduced or exited (84 trimmed, 30 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +46 funds (more new holders than closures). Total institutional holders: 475.

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

-- --

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

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

Signal Freshness measures how much JCPB 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 · 79d ago
JCPB
-0.5%
SPY
+13.9%

JCPB outperformed SPY by -14.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
JCPB
+1.2%
SPY
+0.2%

Since the filing became public, JCPB outperformed SPY by +1.0% .

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.

17 top-rated funds 43 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: JCPB
472 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 472 429 10.02%
13F Shares 190M 168M 13.52%
Total Value $8.39B $7.93B 5.8%
New Positions 76 75 +1
Increased Positions 280 260 +20
Closed Positions 33 28 +5
Reduced Positions 84 63 +21
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JCPB

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Institutional Holders (2026 Q1)

472 + investors

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

QUARTER:
Top 25 JCPB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 46 Peaks LLC 20.94% 610,925 $28.8M
2 First Washington CORP 20.58% 1,545,169 $72.7M
3 D.B. Root & Company, LLC 17.33% 1,540,528 $72.5M
4 Grant Street Asset Management, Inc. 15.96% 1,759,697 $82.8M
5 Alpine Bank Wealth Management 13.17% 1,923,666 $90.6M
6 Wiser Wealth Management, Inc 13.05% 1,285,354 $60.5M
7 Core Wealth Advisors, LLC 12.37% 341,844 $16.1M
8 Contango Wealth Management LLC 12.20% 221,710 $10.4M
9 First Pacific Financial 12.16% 2,005,687 $94.4M
10 Investment Counsel Co of Nevada 11.10% 104,826 $4.9M
11 Hughes Financial Services, LLC 10.90% 1,506,498 $70.9M
12 Forum Private Client Group LLC 10.65% 678,514 $32.0M
13 Legacy Wealth Management, LLC 10.62% 3,867,634 $182.1M
14 Mach-1 Financial Group, LLC 10.25% 618,151 $29.1M
15 Summit Financial Strategies, Inc. 9.79% 2,639,364 $124.3M
16 FMA Wealth Management, LLC 9.76% 311,725 $14.7M
17 Joseph Group Capital Management 9.70% 825,177 $38.8M
18 Riverchase Wealth Management, LLC 9.60% 391,521 $18.4M
19 Sierra Ocean, LLC 9.59% 248,277 $11.7M
20 Financially in Tune, LLC 9.42% 232,779 $11.0M
21 Moss Adams Wealth Advisors LLC 9.04% 2,625,401 $123.6M
22 Sentinel Pension Advisors, LLC 8.79% 1,263,562 $59.5M
23 BankPlus Wealth Management LLC 8.65% 355,561 $16.7M
24 Hartford Financial Management Inc. 8.47% 706,122 $33.2M
25 Voisard Asset Management Group, INC. 7.88% 784,246 $36.9M
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 — 76% buying: Last quarter: 359 funds were net buyers (76 opened a brand new position + 283 added to an existing one). Only 114 were sellers (84 trimmed + 30 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: 20 of 475 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 — 36% long-term, 32% new: Of the 475 current holders: 171 (36%) held >2 years, 152 held 1–2 years, and 152 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.

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

As of today, JCPB has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), JCPB has gained -0.5% vs +13.9% 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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