Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JCPI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
61%

Smart Money Signals — JCPI

Based on 55 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JCPI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
55 hedge funds hold JCPI 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 — +49% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+49% 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 — 61% buying

34 buying22 selling
Last quarter: 34 funds were net buyers (7 opened a brand new position + 27 added to an existing one). Only 22 were sellers (12 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 9 → 12 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 24% new

■ 38% conviction (2yr+) ■ 38% medium ■ 24% new
Of the 55 current holders: 21 (38%) held >2 years, 21 held 1–2 years, and 13 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.
➡️

Steady discovery — ~7 new funds/quarter

12 → 13 → 9 → 12 → 7 new funds/Q
New funds entering each quarter: 13 → 9 → 12 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 36% veterans, 44% new entrants

■ 36% veterans ■ 20% 1-2yr ■ 44% new
Of 55 current holders: 20 (36%) held 2+ years, 11 held 1–2 years, 24 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 85% AUM from top-100 funds

85% from top-100 AUM funds
9 of 55 holders are among the 100 largest funds by AUM, controlling 85% of total institutional value in JCPI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — JCPI

In 2026 Q2, 34 hedge funds were net buyers of JCPI (7 opened a new position, 27 added to an existing one), while 22 reduced or exited (12 trimmed, 10 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 85% of total institutional value in JCPI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 55.

Hedge Fund Ownership: JCPI

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

Market Analysis: JCPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JCPI

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: JCPI
55 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 55 58 -5.17%
13F Shares 13M 2M 529.55%
Total Value $645M $100M 542.53%
New Positions 7 12 -5
Increased Positions 27 24 +3
Closed Positions 10 5 +5
Reduced Positions 12 14 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JCPI

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Institutional Holders (2026 Q2)

55 + investors

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

QUARTER:
Top 25 JCPI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Balanced Rock Investment Advisors LLC 1.79% 59,890 $2.9M
2 Urban Wealth Management, LLC 1.64% 39,348 $1.9M
3 Fulton Breakefield Broenniman LLC 0.67% 238,292 $11.4M
4 Systelligence, LLC 0.63% 78,600 $3.8M
5 Oxford Financial Group, LTD. LLC 0.61% 252,682 $12.1M
6 Signet Private Wealth LLC 0.20% 5,114 $245K
7 Prevail Innovative Wealth Advisors, LLC 0.16% 22,347 $1.1M
8 Bill Few Associates, Inc. 0.15% 15,213 $728K
9 Ocean Park Asset Management, LLC 0.15% 66,500 $3.2M
10 Cornerstone Planning Group LLC 0.15% 25,061 $1.2M
11 Clear Creek Financial Management, LLC 0.13% 42,119 $2.0M
12 Collier Financial 0.10% 3,120 $149K
13 Prism Advisors, Inc. 0.08% 6,737 $322K
14 Sage Rhino Capital LLC 0.08% 9,819 $470K
15 MAI Capital Management 0.05% 285,828 $13.7M
16 AE Wealth Management LLC 0.03% 133,089 $6.4M
17 Kestra Private Wealth Services, LLC 0.03% 55,476 $2.7M
18 Jpmorgan Chase & Co 0.03% 10,927,719 $525.5M
19 Private Advisor Group, LLC 0.03% 118,963 $5.7M
20 Integrated Wealth Concepts LLC 0.03% 109,800 $5.3M
21 Nations Financial Group Inc, /Ia/ /Adv 0.02% 7,497 $359K
22 Hickory Point Bank & Trust 0.01% 432 $21K
23 Atria Investments, Inc 0.01% 23,419 $1.1M
24 Oppenheimer & Co Inc 0.01% 16,650 $797K
25 Citizens Financial Group Inc/Ri 0.01% 14,420 $690K
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 (JCPI)

What does the Smart Money Trend signal show for JCPI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JCPI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JCPI?

More buyers than sellers — 61% buying: Last quarter: 34 funds were net buyers (7 opened a brand new position + 27 added to an existing one). Only 22 were sellers (12 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JCPI holders?

Elite ownership — 85% AUM from top-100 funds: 9 of 55 holders are among the 100 largest funds by AUM, controlling 85% of total institutional value in JCPI. 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 JCPI?

Mixed — 38% long-term, 24% new: Of the 55 current holders: 21 (38%) held >2 years, 21 held 1–2 years, and 13 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.

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