Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JEPQ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +66
Streak
11Q ▲
Buyers last Q
66%

Smart Money Signals — JEPQ

Based on 1030 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 JEPQ 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
1,030 hedge funds hold JEPQ 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 — +32% more funds vs a year ago

fund count last 6Q
+248 new funds entered over the past year (+32% 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 — 66% buying

674 buying340 selling
Last quarter: 674 funds were net buyers (142 opened a brand new position + 532 added to an existing one). Only 340 were sellers (264 trimmed + 76 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+21 vs last Q)

new funds entering per quarter
Funds opening a new JEPQ position: 115 → 162 → 121 → 142. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 27% new

■ 39% conviction (2yr+) ■ 34% medium ■ 27% new
Of the 1,030 current holders: 404 (39%) held >2 years, 346 held 1–2 years, and 280 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~142 new funds/quarter

107 → 115 → 162 → 121 → 142 new funds/Q
New funds entering each quarter: 115 → 162 → 121 → 142. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 38% veterans, 36% new entrants

■ 38% veterans ■ 26% 1-2yr ■ 36% new
Of 1,035 current holders: 394 (38%) held 2+ years, 272 held 1–2 years, 369 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
32 of 1027 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in JEPQ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — JEPQ

In 2026 Q2, 674 hedge funds were net buyers of JEPQ (142 opened a new position, 532 added to an existing one), while 340 reduced or exited (264 trimmed, 76 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in JEPQ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +66 funds (more new holders than closures). Total institutional holders: 1030.

Hedge Fund Ownership: JEPQ

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

Market Analysis: JEPQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JEPQ

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 31 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: JEPQ
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1020 964 5.81%
13F Shares 204M 168M 21.83%
Total Value $12.28B $9.14B 34.43%
New Positions 138 121 +17
Increased Positions 530 483 +47
Closed Positions 79 77 +2
Reduced Positions 261 259 +2
Total Calls 3 4 -25.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: JEPQ

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Financial Highlights

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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 JEPQ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 JEPQ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 James Reed Financial Services, Inc. 19.90% 424,120 $26.1M
2 Wealth Advisors of Iowa, LLC 11.22% 674,013 $41.4M
3 Pvg Asset Management Corp 9.95% 280,457 $17.2M
4 Adams Asset Advisors, LLC 9.81% 1,408,060 $86.5M
5 Hamilton Capital Partners Inc. 8.26% 477,456 $19.5M
6 Prota Financial, LLC 7.94% 200,297 $12.1M
7 PSI Advisors, LLC 6.70% 469,545 $28.9M
8 ADG Wealth Management Group, LLC 6.36% 162,899 $10.0M
9 Three Magnolias Financial Advisors, LLC 6.20% 181,178 $11.1M
10 Southern Capital Services Inc /Adv 5.73% 166,216 $10.2M
11 Compass Financial Services Inc 5.39% 234,825 $14.4M
12 Hilton Capital Management, LLC 4.96% 1,186,561 $72.9M
13 WMS Group LLC 4.60% 57,985 $3.6M
14 Aventura Private Wealth, LLC 4.59% 243,261 $15.0M
15 21 West Wealth Management LLC 4.54% 86,508 $5.3M
16 Lebenthal Global Advisors, LLC 4.36% 525,973 $32.3M
17 Caerus Investment Advisors, LLC 3.85% 188,082 $11.6M
18 Vienna Asset Management LLC 3.71% 86,240 $5.3M
19 Mtm Financial Group, LLC 3.64% 138,264 $8.5M
20 IVC Wealth Advisors LLC 3.64% 151,657 $9.3M
21 Retirement Planning Group, LLC / Ny 3.56% 106,324 $6.5M
22 Foresight Capital Management Advisors, INC. 3.50% 117,181 $7.2M
23 SageGuard Financial Group, LLC 3.29% 380,856 $23.4M
24 Kennedy Investment Group, INC. 3.26% 156,378 $9.6M
25 Centurion Wealth Management LLC 3.25% 221,476 $13.6M
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

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

What does the Smart Money Trend signal show for JEPQ?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added JEPQ 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 JEPQ?

More buyers than sellers — 66% buying: Last quarter: 674 funds were net buyers (142 opened a brand new position + 532 added to an existing one). Only 340 were sellers (264 trimmed + 76 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JEPQ holders?

Elite ownership — 60% AUM from top-100 funds: 32 of 1027 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in JEPQ. 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 JEPQ?

Mixed — 39% long-term, 27% new: Of the 1,030 current holders: 404 (39%) held >2 years, 346 held 1–2 years, and 280 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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