Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JGLO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
39%

Smart Money Signals — JGLO

Based on 105 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
105 hedge funds hold JGLO 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 — +25% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+25% 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.
🔴

Heavy selling pressure — only 39% buying

44 buying68 selling
Last quarter: 68 funds sold vs only 44 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 17 → 16 → 25 → 17. 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.
📌

Mixed — 32% long-term, 30% new

■ 32% conviction (2yr+) ■ 37% medium ■ 30% new
Of the 105 current holders: 34 (32%) held >2 years, 39 held 1–2 years, and 32 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.
💰

Value +826% but shares only +646% — price-driven

Value
+825%
Shares
+646%
Last quarter: the total dollar value of institutional holdings rose +826%, but actual share count only changed +646%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

20 → 17 → 16 → 25 → 17 new funds/Q
New funds entering each quarter: 17 → 16 → 25 → 17. A growing number of institutions are discovering JGLO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 24% veterans, 41% new entrants

■ 24% veterans ■ 35% 1-2yr ■ 41% new
Of 105 current holders: 25 (24%) held 2+ years, 37 held 1–2 years, 43 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 95% AUM from top-100 funds

95% from top-100 AUM funds
15 of 105 holders are among the 100 largest funds by AUM, controlling 95% 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.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — JGLO

In 2026 Q2, 44 hedge funds were net buyers of JGLO (17 opened a new position, 27 added to an existing one), while 68 reduced or exited (51 trimmed, 17 sold completely) — a 39% buyer ratio, indicating net institutional distribution. 95% of total institutional value in JGLO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 105.

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

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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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: JGLO
104 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 104 105 -0.95%
13F Shares 69M 9M 644.71%
Total Value $4.84B $524M 823.84%
New Positions 16 25 -9
Increased Positions 27 46 -19
Closed Positions 17 19 -2
Reduced Positions 51 27 +24
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JGLO

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Institutional Holders (2026 Q2)

104 + investors

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

QUARTER:
Top 25 JGLO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Arlington Financial Advisors, LLC 3.08% 340,971 $24.3M
2 MLG Wealth Management DBA Pine Grove Financial Group 1.20% 147,581 $10.0M
3 WealthPlan Investment Management, LLC 0.86% 242,169 $17.2M
4 Hopwood Nicholas Hunter 0.82% 37,425 $2.5M
5 Lockerman Financial Group, INC. 0.79% 7,299 $520K
6 5T Wealth, LLC 0.64% 24,254 $1.7M
7 WealthPLAN Partners, LLC 0.50% 36,917 $2.6M
8 Vestmark Advisory Solutions, Inc. 0.47% 699,827 $49.8M
9 Elevation Wealth Management LLC 0.44% 8,344 $594K
10 Ameritas Advisory Services, LLC 0.33% 232,001 $16.5M
11 Jpmorgan Chase & Co 0.24% 61,618,247 $4.35B
12 Emergent Wealth Advisors, LLC 0.24% 6,456 $460K
13 XP Advisory US, Inc. 0.21% 5,461 $389K
14 Wesbanco Bank Inc 0.20% 114,866 $8.2M
15 Wbh Advisory Inc 0.19% 40,247 $2.9M
16 HUB Investment Partners, LLC 0.18% 138,345 $9.9M
17 Visionary Wealth Advisors 0.17% 61,852 $4.4M
18 Medallion Wealth Advisors, LLC 0.17% 5,355 $527K
19 MN Wealth Advisors, LLC 0.16% 5,293 $377K
20 Tripletail Wealth Management, LLC 0.16% 1,952 $139K
21 Triad Wealth Partners, LLC 0.14% 33,513 $2.4M
22 Unique Wealth, LLC 0.14% 17,272 $1.2M
23 Richardson Financial Services INC. 0.13% 3,122 $222K
24 Firethorn Wealth Partners, LLC 0.10% 4,556 $324K
25 Ascension Capital Advisors, Inc. 0.09% 4,588 $327K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for JGLO?

Heavy selling pressure — only 39% buying: Last quarter: 68 funds sold vs only 44 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for JGLO holders?

Elite ownership — 95% AUM from top-100 funds: 15 of 105 holders are among the 100 largest funds by AUM, controlling 95% 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?

Mixed — 32% long-term, 30% new: Of the 105 current holders: 34 (32%) held >2 years, 39 held 1–2 years, and 32 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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