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
↑ +9
Streak
11Q ▲
Buyers last Q
57%

Smart Money Signals — JEPI

Based on 1415 hedge funds · latest filing: 2026 Q2 · 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
1,415 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 — +12% more funds vs a year ago

fund count last 6Q
+152 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

801 buying611 selling
Last quarter: 801 funds bought or added vs 611 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 (-21 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 117 → 202 → 152 → 131. 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.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 26% medium ■ 20% new
762 out of 1,415 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.
➡️

Steady discovery — ~131 new funds/quarter

127 → 117 → 202 → 152 → 131 new funds/Q
New funds entering each quarter: 117 → 202 → 152 → 131. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 55% veterans vs 26% newcomers

■ 55% veterans ■ 19% 1-2yr ■ 26% new
Entry-cohort mix of 1,420 holders: 779 (55%) are 2+ year veterans, 269 entered 1–2 years ago, and 372 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
27 of 1413 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q2, 801 hedge funds were net buyers of JEPI (131 opened a new position, 670 added to an existing one), while 611 reduced or exited (489 trimmed, 122 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in JEPI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 1415.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 65 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.2
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 1404 1406 -0.14%
13F Shares 326M 323M 0.67%
Total Value $17.97B $17.88B 0.51%
New Positions 127 152 -25
Increased Positions 666 709 -43
Closed Positions 127 113 +14
Reduced Positions 486 433 +53
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: JEPI

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Enstar Group LTD 40.18% 1,539,025 $86.9M
2 John A. Wolfe & Associates, Inc. 18.21% 234,023 $13.2M
3 Hamilton Capital Partners Inc. 17.94% 776,630 $42.3M
4 Horizon Advisory Services, Inc. 15.28% 643,054 $36.3M
5 Cornerstone Enterprises, LLC 14.62% 567,410 $32.0M
6 Melia Wealth LLC 13.16% 404,606 $22.9M
7 Tenzing Financial LLC 12.21% 313,229 $17.8M
8 LGT Financial Advisors LLC 10.70% 35,822 $2.0M
9 Cornerstone Advisory, LLC 9.74% 2,079,263 $117.4M
10 Floyd Financial Group LLC 9.39% 254,043 $14.4M
11 Retirement Planning Group, LLC / Ny 8.22% 267,107 $15.1M
12 Sulzberger Capital Advisors, Inc. 8.07% 146,306 $8.3M
13 Sterling Investment Counsel, LLC 7.33% 551,241 $31.1M
14 ADG Wealth Management Group, LLC 6.88% 191,834 $10.8M
15 Signature Wealth Management Partners, LLC 6.45% 245,018 $13.8M
16 Foguth Wealth Management, LLC. 6.41% 998,741 $56.3M
17 TigerOak Management, L.L.C. 6.13% 386,664 $21.8M
18 Nottingham Advisors, INC. 5.74% 720,889 $48.0M
19 1 North Wealth Services LLC 5.66% 306,541 $17.3M
20 Financial Futures Ltd Liability Co. 5.65% 262,598 $14.8M
21 Mtm Financial Group, LLC 5.54% 228,835 $12.9M
22 J. Team Financial, Inc. 5.33% 97,071 $5.5M
23 Cassia Capital Partners, LLC 5.11% 186,743 $10.5M
24 Wagner Wealth Management, LLC 5.04% 482,619 $27.3M
25 WMS Group LLC 4.95% 67,959 $3.8M
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?

Slight buying edge — 57% buying: Last quarter: 801 funds bought or added vs 611 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 — 49% AUM from top-100 funds: 27 of 1413 holders are among the 100 largest funds by AUM, controlling 49% 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?

54% of holders stayed for 2+ years: 762 out of 1,415 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.

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