Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JFLX)

73 + 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
↑ +19
Streak
2Q ▲
Buyers last Q
72%

Smart Money Signals — JFLX

Based on 73 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 5Q
For 2 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
73 hedge funds hold JFLX right now — the highest count in 1.5 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 — +7200% more funds vs a year ago

fund count last 6Q
+72 new funds entered over the past year (+7200% 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 — 72% buying

53 buying21 selling
Last quarter: 53 funds were net buyers (24 opened a brand new position + 29 added to an existing one). Only 21 were sellers (16 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-30 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 0 → 0 → 54 → 24. 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.
➡️

Steady discovery — ~24 new funds/quarter

0 → 0 → 0 → 54 → 24 new funds/Q
New funds entering each quarter: 0 → 0 → 54 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 99% of holders entered in last year

■ 1% veterans ■ 0% 1-2yr ■ 99% new
Of 73 current holders: 72 (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.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
11 of 73 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in JFLX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: JFLX
2026 Q1 Stats Unlock in 17 days 73 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 73 54 35.19%
13F Shares 13M 11M 12.7%
Total Value $630M $559M 12.7%
New Positions 24 54 -30
Increased Positions 29 0 +29
Closed Positions 5 0 +5
Reduced Positions 16 0 +16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JFLX

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

73 + investors

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

Top 25 institutional holders of JFLX — 2025 Q4 · 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 ARBOR CAPITAL MANAGEMENT INC /ADV 2.95% 72,487 $3.6M
5 American Trust 1.98% 450,071 $22.4M
6 WealthPlan Investment Management, LLC 0.55% 197,158 $9.8M
7 ARWA LLC 0.50% 20,252 $1.0M
8 Bluesphere Advisors LLC 0.46% 25,854 $1.3M
9 HARBOUR INVESTMENT MANAGEMENT LLC 0.25% 9,214 $458K
10 WealthPLAN Partners, LLC 0.21% 22,236 $1.1M
11 Perigon Wealth Management, LLC 0.14% 152,350 $7.6M
12 Simplicity Wealth,LLC 0.08% 29,724 $1.5M
13 Certified Advisory Corp 0.08% 17,662 $877K
14 PATTON ALBERTSON MILLER GROUP, LLC 0.07% 11,460 $569K
15 L. Roy Papp & Associates, LLP 0.05% 9,259 $460K
16 EVOLUTION WEALTH MANAGEMENT INC. 0.04% 1,025 $51K
17 COMMONWEALTH EQUITY SERVICES, LLC 0.03% 392,951 $19.5M
18 Princeton Global Asset Management LLC 0.02% 2,356 $117K
19 TRUIST FINANCIAL CORP 0.01% 111,943 $5.6M
20 Private Advisor Group, LLC 0.01% 28,295 $1.4M
21 World Investment Advisors 0.01% 7,817 $388K
22 Stratos Wealth Partners, LTD. 0.01% 9,247 $459K
23 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% 1,634 $81K
24 Bogart Wealth, LLC 0.00% 2,565 $127K
25 Bank & Trust Co 0.00% 126 $6K
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 — 2 quarters in a row: For 2 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 — 72% buying: Last quarter: 53 funds were net buyers (24 opened a brand new position + 29 added to an existing one). Only 21 were sellers (16 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JFLX holders?

Elite ownership — 40% AUM from top-100 funds: 11 of 73 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in JFLX. 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 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.

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.