Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JGLO)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — JGLO

Based on 93 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added JGLO 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
93 hedge funds hold JGLO right now — the highest count in 2.5 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 — +37% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+37% 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.
🟡

Slight buying edge — 51% buying

52 buying49 selling
Last quarter: 52 funds bought or added vs 49 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.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 19 → 17 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 34% entered in last year

2% conviction (2yr+) 63% medium 34% new
Only 2 funds (2%) 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 — ~15 new funds/quarter

20 → 15 → 19 → 17 → 15 new funds/Q
New funds entering each quarter: 15 → 19 → 17 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 2% veterans, 54% new entrants

2% veterans 44% 1-2yr 54% new
Of 93 current holders: 2 (2%) held 2+ years, 41 held 1–2 years, 50 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 87% AUM from top-100 funds

87% from top-100 AUM funds
10 of 93 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in JGLO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

Hedge Fund Ownership: JGLO

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

Market Analysis: JGLO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JGLO

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

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: JGLO
2026 Q1 Stats Unlock in 19 days 93 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 93 90 3.33%
13F Shares 76M 80M -4.66%
Total Value $5.17B $5.43B -4.79%
New Positions 15 17 -2
Increased Positions 37 23 +14
Closed Positions 12 6 +6
Reduced Positions 37 45 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JGLO

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Financial Highlights

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Institutional Holders (2026 Q1)

93 + investors

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

Top 25 institutional holders of JGLO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arlington Financial Advisors, LLC 3.11% 334,171 $21.8M
2 LOCKERMAN FINANCIAL GROUP, INC. 1.80% 15,319 $1000K
3 WealthPlan Investment Management, LLC 1.23% 338,342 $22.1M
4 5T Wealth, LLC 0.80% 31,118 $2.0M
5 WealthPLAN Partners, LLC 0.40% 31,746 $2.1M
6 WBH ADVISORY INC 0.28% 57,128 $3.7M
7 Emergent Wealth Advisors, LLC 0.25% 6,361 $415K
8 WESBANCO BANK INC 0.23% 128,866 $8.4M
9 Triad Wealth Partners, LLC 0.20% 37,752 $2.5M
10 FIRETHORN WEALTH PARTNERS, LLC 0.19% 7,823 $511K
11 Aegis Wealth Management, Inc. 0.18% 3,487 $228K
12 MN Wealth Advisors, LLC 0.17% 5,321 $347K
13 UNIQUE WEALTH, LLC 0.15% 16,077 $1.0M
14 Janney Montgomery Scott LLC 0.14% 852,864 $56K
15 3Chopt Investment Partners, LLC 0.12% 8,243 $538K
16 LAKE STREET PRIVATE WEALTH, LLC 0.11% 12,922 $843K
17 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.09% 5,432 $355K
18 Medallion Wealth Advisors, LLC 0.09% 3,210 $190K
19 PARK AVENUE SECURITIES LLC 0.06% 127,347 $8K
20 TBH Global Asset Management, LLC 0.06% 4,721 $307K
21 MassMutual Private Wealth & Trust, FSB 0.04% 24,044 $1.6M
22 Cambridge Investment Research Advisors, Inc. 0.04% 252,827 $17K
23 Ascentis Independent Advisors 0.04% 8,280 $540K
24 LGT Financial Advisors LLC 0.03% 104 $7K
25 Ignite Planners, LLC 0.03% 3,302 $216K
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 (JGLO)

What does the Smart Money Trend signal show for JGLO?

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

Slight buying edge — 51% buying: Last quarter: 52 funds bought or added vs 49 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 JGLO holders?

Elite ownership — 87% AUM from top-100 funds: 10 of 93 holders are among the 100 largest funds by AUM, controlling 87% of total institutional value in JGLO. 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 JGLO?

Mostly new holders — 34% entered in last year: Only 2 funds (2%) 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.