Stock Analysis

TIDAL TR II (JEPY)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
47%

Smart Money Signals — JEPY

Based on 11 hedge funds · latest filing: 2024 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 3Q
For 2 consecutive quarters, more hedge funds reduced or closed this position than added to it. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams deciding to exit.
📊

High ownership — 73% of 1.0Y peak

73% of all-time peak
11 funds currently hold this stock — 73% of the 1.0-year high of 15 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🟠

More sellers than buyers — 47% buying

7 buying8 selling
Last quarter: 8 funds reduced or exited vs 7 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 7 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
⚠️

Saturation — most institutions already know this story

15 → 7 → 4 new funds/Q
New funds entering each quarter: 15 → 7 → 4. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
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.

Hedge Fund Ownership: JEPY

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

Market Analysis: JEPY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JEPY

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Hedge Fund Positioning: JEPY
2026 Q1 Stats Unlock in 46 days Loading... + Investors

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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: JEPY

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Institutional Holders (2026 Q1)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed