Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JFLX)

78 + Investors. Track Smart Money conviction in JFLX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
67%

Smart Money Signals — JFLX

Based on 78 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added JFLX 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
78 hedge funds hold JFLX right now — the highest count in 1.8 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 — +7700% more funds vs a year ago

fund count last 6Q
+77 new funds entered over the past year (+7700% 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 — 67% buying

53 buying26 selling
Last quarter: 53 funds were net buyers (14 opened a brand new position + 39 added to an existing one). Only 26 were sellers (15 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 55 → 26 → 14. 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.
🔄

Mostly new holders — 99% entered in last year

■ 0% conviction (2yr+) ■ 1% medium ■ 99% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

0 → 0 → 55 → 26 → 14 new funds/Q
New funds entering each quarter: 0 → 55 → 26 → 14. JFLX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 78 current holders: 77 (99%) entered in the past year, only 1 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
11 of 78 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.5
out of 10
High Exit Risk
Exit risk score 7.5/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — JFLX

In 2026 Q1, 53 hedge funds were net buyers of JFLX (14 opened a new position, 39 added to an existing one), while 26 reduced or exited (15 trimmed, 11 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 20% of total institutional value in JFLX is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 78.

Hedge Fund Ownership: JFLX

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

Market Analysis: JFLX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JFLX

-- --

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

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

Signal Freshness measures how much JFLX 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
JFLX
+1.0%
SPY
+15.9%

JFLX outperformed SPY by -14.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
JFLX
+1.0%
SPY
+2.0%

Since the filing became public, JFLX outperformed SPY by -1.0% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: JFLX
78 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 78 75 4.0%
13F Shares 13M 14M -5.96%
Total Value $650M $702M -7.43%
New Positions 14 26 -12
Increased Positions 39 29 +10
Closed Positions 11 6 +5
Reduced Positions 15 16 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JFLX

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Financial Highlights

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Institutional Holders (2026 Q1)

78 + investors

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

QUARTER:
Top 25 JFLX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Provenance Wealth Advisors, LLC 7.50% 1,426,028 $70.8M
2 Allegheny Financial Group 4.67% 697,861 $34.7M
3 LWM Advisory Services, LLC 4.20% 79,111 $3.9M
4 Sterling Investment Advisors, Ltd. 3.90% 433,541 $21.5M
5 Arbor Capital Management Inc /Adv 2.95% 72,487 $3.6M
6 American Trust 1.98% 450,071 $22.4M
7 Spartan Wealth Advisory Services LLC 1.83% 421,490 $20.9M
8 Glenview Trust Co 1.63% 2,094,830 $104.1M
9 Coastal Bridge Advisors, LLC 1.18% 337,400 $16.8M
10 Evolution Wealth Advisors, LLC 1.16% 228,423 $11.3M
11 Oak Barrel Wealth Advisory LLC 0.85% 28,450 $1.4M
12 WealthPlan Investment Management, LLC 0.55% 197,158 $9.8M
13 Arwa LLC 0.50% 20,252 $1.0M
14 Bluesphere Advisors LLC 0.46% 25,854 $1.3M
15 Pinnacle Financial Partners, Inc. 0.31% 810,984 $40.3M
16 Daymark Wealth Partners, LLC 0.28% 179,875 $8.9M
17 Harbour Investment Management LLC 0.25% 9,214 $458K
18 WealthPLAN Partners, LLC 0.21% 22,236 $1.1M
19 Bleakley Financial Group, LLC 0.20% 256,932 $12.8M
20 Modern Wealth Management, LLC 0.15% 181,624 $9.0M
21 Perigon Wealth Management, LLC 0.14% 152,350 $7.6M
22 Balefire, LLC 0.09% 9,609 $477K
23 Simplicity Wealth,LLC 0.08% 29,724 $1.5M
24 Certified Advisory Corp 0.08% 17,662 $877K
25 Stelac Advisory Services LLC 0.07% 7,091 $352K
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 (JFLX)

What does the Smart Money Trend signal show for JFLX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added JFLX 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 JFLX?

More buyers than sellers — 67% buying: Last quarter: 53 funds were net buyers (14 opened a brand new position + 39 added to an existing one). Only 26 were sellers (15 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JFLX holders?

Strong quality — 20% AUM from major funds: 11 of 78 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JFLX?

Mostly new holders — 99% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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

As of today, JFLX has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), JFLX has gained +1.0% 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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