Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JEMA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
4Q ▲
Buyers last Q
68%

Smart Money Signals — JEMA

Based on 108 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
108 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 — +66% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+66% 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 — 68% buying

70 buying33 selling
Last quarter: 70 funds were net buyers (28 opened a brand new position + 42 added to an existing one). Only 33 were sellers (25 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new JEMA position: 12 → 17 → 18 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 22% medium ■ 36% new
45 out of 108 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.
🚀

Acceleration phase — new buyers rushing in

9 → 12 → 17 → 18 → 28 new funds/Q
New funds entering each quarter: 12 → 17 → 18 → 28. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 45% veterans vs 39% newcomers

■ 45% veterans ■ 16% 1-2yr ■ 39% new
Entry-cohort mix of 108 holders: 49 (45%) are 2+ year veterans, 17 entered 1–2 years ago, and 42 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
15 of 108 holders are among the 100 largest funds by AUM, controlling 51% 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.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — JEMA

In 2026 Q1, 70 hedge funds were net buyers of JEMA (28 opened a new position, 42 added to an existing one), while 33 reduced or exited (25 trimmed, 8 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 51% of total institutional value in JEMA is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 108.

Hedge Fund Ownership: JEMA

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

Market Analysis: JEMA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JEMA

-- --

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

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

Signal Freshness measures how much JEMA 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 · 81d ago
JEMA
nan%
SPY
+15.1%

JEMA outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
JEMA
nan%
SPY
+1.3%

Since the filing became public, JEMA outperformed SPY by nan% .

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.

5 top-rated funds 3 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: JEMA
107 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 107 88 21.59%
13F Shares 10M 25M -59.53%
Total Value $474M $1.20B -60.58%
New Positions 27 18 +9
Increased Positions 42 43 -1
Closed Positions 8 11 -3
Reduced Positions 25 17 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JEMA

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Financial Highlights

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Institutional Holders (2026 Q1)

107 + 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:
Top 25 JEMA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kelly Financial Group LLC 6.33% 483,823 $25.2M
2 Advantage Trust Co 4.07% 174,425 $9.1M
3 WNY Asset Management, LLC 3.14% 583,367 $30.4M
4 WJ Wealth Management, LLC 2.78% 113,984 $5.9M
5 Wagner Wealth Management, LLC 2.01% 191,559 $10.0M
6 5T Wealth, LLC 1.13% 54,729 $2.8M
7 Pallas Capital Advisors LLC 0.77% 392,944 $20.4M
8 Nautilus Advisors LLC 0.73% 20,333 $1.1M
9 Merited Wealth, LLC 0.66% 15,289 $795K
10 Fortitude Financial, LLC 0.64% 23,202 $1.2M
11 Centennial Bank/AR/ 0.64% 34,119 $1.8M
12 Elevation Wealth Management LLC 0.52% 10,859 $565K
13 Vestmark Advisory Solutions, Inc. 0.39% 682,876 $35.5M
14 Saxony Capital Management, LLC 0.38% 12,669 $659K
15 Daymark Wealth Partners, LLC 0.36% 222,237 $11.6M
16 TBH Global Asset Management, LLC 0.22% 20,768 $1.1M
17 First Bank & Trust 0.16% 18,938 $985K
18 Arkadios Wealth Advisors 0.15% 178,969 $9.3M
19 3Chopt Investment Partners, LLC 0.15% 12,385 $644K
20 Emergent Wealth Advisors, LLC 0.13% 4,249 $221K
21 Tripletail Wealth Management, LLC 0.12% 1,752 $91K
22 MN Wealth Advisors, LLC 0.12% 4,782 $249K
23 Old Mission Capital LLC 0.12% 143,175 $7.4M
24 Firethorn Wealth Partners, LLC 0.10% 5,395 $281K
25 Perigon Wealth Management, LLC 0.09% 100,439 $5.2M
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 — 4 quarters in a row: For 4 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?

More buyers than sellers — 68% buying: Last quarter: 70 funds were net buyers (28 opened a brand new position + 42 added to an existing one). Only 33 were sellers (25 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JEMA holders?

Elite ownership — 51% AUM from top-100 funds: 15 of 108 holders are among the 100 largest funds by AUM, controlling 51% 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?

42% of holders stayed for 2+ years: 45 out of 108 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.

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

As of today, JEMA has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), JEMA has gained nan% vs +15.1% 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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