Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JGLO)

105 + 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
↑ +7
Streak
4Q ▲
Buyers last Q
61%

Smart Money Signals — JGLO

Based on 105 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
105 hedge funds hold JGLO right now — the highest count in 2.8 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 — +48% more funds vs a year ago

fund count last 6Q
+34 new funds entered over the past year (+48% 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 — 61% buying

71 buying45 selling
Last quarter: 71 funds were net buyers (25 opened a brand new position + 46 added to an existing one). Only 45 were sellers (27 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new JGLO position: 19 → 17 → 16 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 34% entered in last year

■ 20% conviction (2yr+) ■ 46% medium ■ 34% new
Only 21 funds (20%) 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.
📈

Growing discovery — still being found

15 → 19 → 17 → 16 → 25 new funds/Q
New funds entering each quarter: 19 → 17 → 16 → 25. A growing number of institutions are discovering JGLO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 3% veterans, 48% new entrants

■ 3% veterans ■ 50% 1-2yr ■ 48% new
Of 105 current holders: 3 (3%) held 2+ years, 52 held 1–2 years, 50 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
13 of 105 holders are among the 100 largest funds by AUM, controlling 55% 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 Q1, 71 hedge funds were net buyers of JGLO (25 opened a new position, 46 added to an existing one), while 45 reduced or exited (27 trimmed, 18 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 55% of total institutional value in JGLO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). 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

-- --

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

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

Signal Freshness measures how much JGLO 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 · 81d ago
JGLO
nan%
SPY
+15.1%

JGLO outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
JGLO
nan%
SPY
+1.3%

Since the filing became public, JGLO outperformed SPY by nan% .

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: JGLO
105 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 105 98 7.14%
13F Shares 9M 77M -87.87%
Total Value $524M $5.18B -89.89%
New Positions 25 16 +9
Increased Positions 46 37 +9
Closed Positions 18 12 +6
Reduced Positions 27 40 -13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JGLO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

105 + 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 Q1 · 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 Elevation Wealth Management LLC 0.75% 12,460 $813K
6 Vestmark Advisory Solutions, Inc. 0.51% 699,900 $45.7M
7 Signet Financial Management, LLC 0.47% 64,754 $4.2M
8 WealthPLAN Partners, LLC 0.40% 31,746 $2.1M
9 Wbh Advisory Inc 0.28% 57,128 $3.7M
10 Emergent Wealth Advisors, LLC 0.25% 6,361 $415K
11 Richardson Financial Services INC. 0.24% 5,885 $384K
12 Wesbanco Bank Inc 0.23% 128,866 $8.4M
13 HUB Investment Partners, LLC 0.21% 131,947 $8.6M
14 Visionary Wealth Advisors 0.20% 68,316 $4.5M
15 Triad Wealth Partners, LLC 0.20% 37,752 $2.5M
16 Firethorn Wealth Partners, LLC 0.19% 7,823 $511K
17 Aegis Wealth Management, Inc. 0.18% 3,487 $228K
18 Tripletail Wealth Management, LLC 0.17% 1,964 $128K
19 MN Wealth Advisors, LLC 0.17% 5,321 $347K
20 Ameritas Advisory Services, LLC 0.17% 65,410 $4.3M
21 Unique Wealth, LLC 0.15% 16,077 $1.0M
22 3Chopt Investment Partners, LLC 0.12% 8,243 $538K
23 Ascension Capital Advisors, Inc. 0.11% 5,349 $349K
24 Lake Street Private Wealth, LLC 0.11% 12,922 $843K
25 Integrated Wealth Concepts LLC 0.11% 203,549 $13.3M
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 — 4 quarters in a row: For 4 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?

More buyers than sellers — 61% buying: Last quarter: 71 funds were net buyers (25 opened a brand new position + 46 added to an existing one). Only 45 were sellers (27 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JGLO holders?

Elite ownership — 55% AUM from top-100 funds: 13 of 105 holders are among the 100 largest funds by AUM, controlling 55% 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 21 funds (20%) 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 (JGLO) following the 2026 Q1 hedge fund 13F filings?

As of today, JGLO has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), JGLO has gained nan% vs +15.1% 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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