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
↑ +39
Streak
11Q ▲
Buyers last Q
61%

Smart Money Signals — JEPI

Based on 1404 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 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
1,404 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 — +14% more funds vs a year ago

fund count last 6Q
+172 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

862 buying545 selling
Last quarter: 862 funds were net buyers (151 opened a brand new position + 711 added to an existing one). Only 545 were sellers (433 trimmed + 112 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-50 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 126 → 117 → 201 → 151. 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.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 26% medium ■ 22% new
726 out of 1,404 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

123 → 126 → 117 → 201 → 151 new funds/Q
New funds entering each quarter: 126 → 117 → 201 → 151. A growing number of institutions are discovering JEPI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 52% veterans vs 28% newcomers

■ 52% veterans ■ 21% 1-2yr ■ 28% new
Entry-cohort mix of 1,409 holders: 727 (52%) are 2+ year veterans, 292 entered 1–2 years ago, and 390 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
25 of 1403 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — JEPI

In 2026 Q1, 862 hedge funds were net buyers of JEPI (151 opened a new position, 711 added to an existing one), while 545 reduced or exited (433 trimmed, 112 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 45% of total institutional value in JEPI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +39 funds (more new holders than closures). Total institutional holders: 1404.

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

-- --

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

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

Signal Freshness measures how much JEPI 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 · 78d ago
JEPI
-0.2%
SPY
+15.9%

JEPI outperformed SPY by -16.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
JEPI
+1.9%
SPY
+2.0%

Since the filing became public, JEPI outperformed SPY by -0.1% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

50 top-rated funds 80 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: JEPI
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1385 1365 1.47%
13F Shares 320M 313M 2.11%
Total Value $17.69B $17.86B -0.94%
New Positions 145 201 -56
Increased Positions 701 574 +127
Closed Positions 125 102 +23
Reduced Positions 428 487 -59
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: JEPI

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Short % of Float --

Financial Highlights

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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.

QUARTER:
Top 25 JEPI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Enstar Group LTD 40.13% 1,539,025 $87.2M
2 John A. Wolfe & Associates, Inc. 18.05% 207,408 $11.8M
3 Nationwide Fund Advisors 17.14% 6,910,894 $391.7M
4 Cornerstone Enterprises, LLC 15.05% 533,898 $30.3M
5 Horizon Advisory Services, Inc. 14.36% 495,128 $28.1M
6 Tenzing Financial LLC 13.36% 307,573 $17.8M
7 LGT Financial Advisors LLC 11.80% 40,625 $2.3M
8 Panoramic Investment Advisors, LLC 11.06% 403,186 $22.9M
9 Melia Wealth LLC 11.06% 403,016 $22.8M
10 Cornerstone Advisory, LLC 10.90% 2,030,560 $115.1M
11 Retirement Planning Group, LLC / Ny 8.92% 244,288 $13.8M
12 Prota Financial, LLC 8.67% 210,254 $12.0M
13 Sterling Investment Counsel, LLC 8.46% 532,358 $30.2M
14 Integrity Wealth Partners, LLC 8.41% 164,789 $9.3M
15 Sulzberger Capital Advisors, Inc. 7.53% 130,258 $7.4M
16 ADG Wealth Management Group, LLC 7.31% 186,538 $10.6M
17 Signature Wealth Management Partners, LLC 7.05% 248,062 $14.1M
18 Financially in Tune, LLC 6.93% 142,234 $8.1M
19 Floyd Financial Group LLC 6.88% 179,064 $10.3M
20 TigerOak Management, L.L.C. 6.84% 382,964 $21.7M
21 Mosley Wealth Management 6.15% 237,902 $13.6M
22 Financial Futures Ltd Liability Co. 6.08% 244,082 $13.8M
23 Foguth Wealth Management, LLC. 6.01% 919,518 $51.5M
24 Nottingham Advisors, INC. 5.96% 816,880 $46.3M
25 1 North Wealth Services LLC 5.88% 287,459 $16.3M
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 — 11 quarters in a row: For 11 consecutive quarters, 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?

More buyers than sellers — 61% buying: Last quarter: 862 funds were net buyers (151 opened a brand new position + 711 added to an existing one). Only 545 were sellers (433 trimmed + 112 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JEPI holders?

Elite ownership — 45% AUM from top-100 funds: 25 of 1403 holders are among the 100 largest funds by AUM, controlling 45% 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: 726 out of 1,404 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.

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

As of today, JEPI has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), JEPI has gained -0.2% vs +15.9% 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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