Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JEPI)

1K + Investors. Track Smart Money conviction in JEPI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +71
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — JEPI

Based on 1248 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JEPI 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
1,248 hedge funds hold JEPI 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.
📶

Steady growth — +10% more funds vs a year ago

fund count last 6Q
+116 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

697 buying563 selling
Last quarter: 697 funds bought or added vs 563 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.
📈

More new buyers each quarter (+63 vs last Q)

new funds entering per quarter
Funds opening a new JEPI position: 112 → 119 → 106 → 169. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 28% medium ■ 20% new
648 out of 1,248 hedge funds have held JEPI 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.
📈

Growing discovery — still being found

156 → 112 → 119 → 106 → 169 new funds/Q
New funds entering each quarter: 112 → 119 → 106 → 169. A growing number of institutions are discovering JEPI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 20% 1-2yr ■ 30% new
Of 1,254 current holders: 633 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
20 of 1248 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in JEPI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: JEPI

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

Market Analysis: JEPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JEPI

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

83 top-rated funds 61 high-conviction
Consensus
8.4
/ 10
breadth
×
Elite
6.0
/ 10
conviction
Hedge Fund Positioning: JEPI
2026 Q1 Stats Unlock in 18 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1254 1184 5.91%
13F Shares 306M 307M -0.27%
Total Value $17.47B $17.48B -0.08%
New Positions 169 106 +63
Increased Positions 538 605 -67
Closed Positions 99 109 -10
Reduced Positions 473 387 +86
Total Calls 3 4 -25.0%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 1.0 1.25 Neutral

Statistics: JEPI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

1K + investors

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

Top 25 institutional holders of JEPI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nationwide Fund Advisors 17.14% 6,910,894 $391.7M
2 CORNERSTONE ENTERPRISES, LLC 15.05% 533,898 $30.3M
3 Horizon Advisory Services, Inc. 14.36% 495,128 $28.1M
4 Tenzing Financial LLC 13.36% 307,573 $17.8M
5 LGT Financial Advisors LLC 11.80% 40,625 $2.3M
6 RETIREMENT PLANNING GROUP, LLC / NY 8.92% 244,288 $13.8M
7 Prota Financial, LLC 8.67% 210,254 $12.0M
8 Sterling Investment Counsel, LLC 8.46% 532,358 $30.2M
9 Integrity Wealth Partners, LLC 8.41% 164,789 $9.3M
10 Sulzberger Capital Advisors, Inc. 7.53% 130,258 $7.4M
11 ADG Wealth Management Group, LLC 7.31% 186,538 $10.6M
12 Signature Wealth Management Partners, LLC 7.05% 248,062 $14.1M
13 Financially in Tune, LLC 6.93% 142,234 $8.1M
14 FLOYD FINANCIAL GROUP LLC 6.88% 179,064 $10.3M
15 TigerOak Management, L.L.C. 6.84% 382,964 $21.7M
16 Mosley Wealth Management 6.15% 237,902 $13.6M
17 Financial Futures Ltd Liability Co. 6.08% 244,082 $13.8M
18 NOTTINGHAM ADVISORS, INC. 5.96% 816,880 $46.3M
19 Cassia Capital Partners, LLC 5.55% 190,460 $10.8M
20 J. Team Financial, Inc. 5.44% 85,726 $4.9M
21 IVC Wealth Advisors LLC 5.40% 219,531 $12.4M
22 Wagner Wealth Management, LLC 5.31% 464,137 $26.3M
23 Turn8 Private Wealth Inc. 5.15% 145,448 $8.2M
24 Financial Guidance Group, Inc. 5.12% 224,810 $12.7M
25 Centennial Advisors, LLC 4.98% 69,053 $3.9M
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 (JEPI)

What does the Smart Money Trend signal show for JEPI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JEPI 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 JEPI?

Slight buying edge — 55% buying: Last quarter: 697 funds bought or added vs 563 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 JEPI holders?

Elite ownership — 46% AUM from top-100 funds: 20 of 1248 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in JEPI. 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 JEPI?

52% of holders stayed for 2+ years: 648 out of 1,248 hedge funds have held JEPI 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.

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.