JEMA Hedge Fund Ownership (Q2 2026)

J P Morgan Exchange Traded F (JEMA)

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

Smart Money Signals — JEMA

Based on 117 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added JEMA 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

117 hedge funds hold JEMA 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 — +62% more funds vs a year ago

fund count last 6Q

+45 new funds entered over the past year (+62% 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.

🟡

Slight buying edge — 59% buying

67 buying46 selling

Last quarter: 67 funds bought or added vs 46 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 17 → 18 → 28 → 21. 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.

🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 19% medium ■ 38% new

50 out of 117 hedge funds have held JEMA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Value +212% but shares only +145% — price-driven

Value

+211%

+144%

Last quarter: the total dollar value of institutional holdings rose +212%, but actual share count only changed +145%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

13 → 17 → 18 → 28 → 21 new funds/Q

New funds entering each quarter: 17 → 18 → 28 → 21. A growing number of institutions are discovering JEMA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 44% veterans vs 44% newcomers

■ 44% veterans ■ 13% 1-2yr ■ 44% new

Entry-cohort mix of 117 holders: 51 (44%) are 2+ year veterans, 15 entered 1–2 years ago, and 51 (44%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds

16 of 117 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in JEMA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.8

out of 10

Moderate Exit Risk

Exit risk score 4.8/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	116	109	6.42%
13F Shares	25M	11M	142.23%
Total Value	$1.56B	$505M	209.15%
New Positions	20	28	-8
Increased Positions	46	42	+4
Closed Positions	13	8	+5
Reduced Positions	33	26	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

116

109

6.42%

13F Shares

25M

11M

142.23%

Total Value

$1.56B

$505M

209.15%

New Positions

-8

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

116 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 JEMA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Kelly Financial Group LLC	6.96%	490,232	$31.3M
2	Burkett Financial Services, LLC	6.94%	347,312	$22.2M
3	Advantage Trust Co	4.18%	185,951	$11.9M
4	WNY Asset Management, LLC	3.49%	611,253	$39.0M
5	WJ Wealth Management, LLC	3.07%	121,850	$7.8M
6	Wagner Wealth Management, LLC	2.27%	191,766	$12.3M
7	Fortitude Financial, LLC	1.49%	25,888	$1.7M
8	MLG Wealth Management DBA Pine Grove Financial Group	1.45%	245,031	$12.0M
9	5T Wealth, LLC	1.26%	53,074	$3.4M
10	Merited Wealth, LLC	0.98%	21,626	$1.4M
11	Pallas Capital Advisors LLC	0.81%	413,250	$26.4M
12	Nautilus Advisors LLC	0.76%	20,559	$1.3M
13	Centennial Bank/AR/	0.71%	34,468	$2.2M
14	Elevation Wealth Management LLC	0.48%	10,073	$643K
15	Vestmark Advisory Solutions, Inc.	0.41%	682,817	$43.6M
16	Daymark Wealth Partners, LLC	0.39%	253,314	$16.2M
17	Hopwood Nicholas Hunter	0.36%	22,693	$1.1M
18	Saxony Capital Management, LLC	0.36%	12,141	$776K
19	TBH Global Asset Management, LLC	0.26%	22,339	$1.4M
20	Formidable Asset Management, LLC	0.22%	26,002	$1.4M
21	First Bank & Trust	0.20%	21,427	$1.4M
22	Fsa Wealth Partners, INC.	0.17%	10,518	$672K
23	Unique Wealth, LLC	0.14%	19,375	$1.2M
24	3Chopt Investment Partners, LLC	0.14%	11,692	$747K
25	Emergent Wealth Advisors, LLC	0.14%	4,205	$269K

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 (JEMA)

What does the Smart Money Trend signal show for JEMA?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added JEMA 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 JEMA?

Slight buying edge — 59% buying: Last quarter: 67 funds bought or added vs 46 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JEMA holders?

Elite ownership — 76% AUM from top-100 funds: 16 of 117 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in JEMA. 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 JEMA?

43% of holders stayed for 2+ years: 50 out of 117 hedge funds have held JEMA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.

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J P Morgan Exchange Traded F (JEMA)

Smart Money Signals — JEMA

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +62% more funds vs a year ago

Slight buying edge — 59% buying

Fewer new buyers each quarter (-7 vs last Q)

43% of holders stayed for 2+ years

Value +212% but shares only +145% — price-driven

Growing discovery — still being found

Veteran-anchored — 44% veterans vs 44% newcomers

Elite ownership — 76% AUM from top-100 funds

Institutional Sentiment Summary — JEMA

Hedge Fund Ownership: JEMA

Market Analysis: JEMA

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JEMA

Hedge Fund Positioning: JEMA

Statistics: JEMA

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — J P Morgan Exchange Traded F (JEMA)

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