Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JGRO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
11Q ▲
Buyers last Q
57%

Smart Money Signals — JGRO

Based on 368 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added JGRO 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
368 hedge funds hold JGRO 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 — +30% more funds vs a year ago

fund count last 6Q
+85 new funds entered over the past year (+30% 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 — 57% buying

200 buying149 selling
Last quarter: 200 funds bought or added vs 149 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.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new JGRO position: 34 → 64 → 37 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 27% new

■ 34% conviction (2yr+) ■ 39% medium ■ 27% new
Of the 368 current holders: 125 (34%) held >2 years, 144 held 1–2 years, and 99 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 +46% but shares only +24% — price-driven

Value
+46%
Shares
+24%
Last quarter: the total dollar value of institutional holdings rose +46%, but actual share count only changed +24%. 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.
📊

Peak discovery — momentum slowing

52 → 34 → 64 → 37 → 45 new funds/Q
New funds entering each quarter: 34 → 64 → 37 → 45. JGRO is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 28% veterans, 39% new entrants

■ 28% veterans ■ 33% 1-2yr ■ 39% new
Of 368 current holders: 104 (28%) held 2+ years, 121 held 1–2 years, 143 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
23 of 368 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in JGRO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — JGRO

In 2026 Q2, 200 hedge funds were net buyers of JGRO (45 opened a new position, 155 added to an existing one), while 149 reduced or exited (122 trimmed, 27 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in JGRO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 368.

Hedge Fund Ownership: JGRO

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

Market Analysis: JGRO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JGRO

-- --

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

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

Signal Freshness measures how much JGRO has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 82d ago
JGRO
-3.7%
SPY
+2.3%

JGRO outperformed SPY by -6.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
JGRO
-1.8%
SPY
-1.6%

Since the filing became public, JGRO outperformed SPY by -0.2% .

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.

8 top-rated funds 25 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: JGRO
368 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 368 350 5.14%
13F Shares 74M 59M 24.34%
Total Value $7.08B $4.84B 46.31%
New Positions 45 37 +8
Increased Positions 155 176 -21
Closed Positions 27 33 -6
Reduced Positions 122 99 +23
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JGRO

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Financial Highlights

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Institutional Holders (2026 Q2)

368 + investors

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

QUARTER:
Top 25 JGRO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GGM Financial LLC 22.81% 610,144 $60.2M
2 Steph & Co 13.04% 522,553 $51.5M
3 Northwest Financial Advisors 13.00% 991,333 $97.7M
4 Advantage Trust Co 9.94% 286,527 $28.2M
5 Sprinkle Financial Consultants LLC 7.36% 190,225 $18.8M
6 Frontier Asset Management, LLC 6.46% 365,563 $36.0M
7 Resolute Wealth Strategies, LLC 6.36% 166,483 $16.4M
8 Goldstein Advisors, LLC 6.31% 700,355 $69.0M
9 Foundry Financial Group, Inc. 6.04% 141,695 $14.0M
10 Provenance Wealth Advisors, LLC 5.26% 559,494 $55.2M
11 Berman McAleer LLC 5.22% 457,566 $45.1M
12 Guided Capital Wealth Management, LLC 5.01% 86,934 $8.6M
13 Welch Financial Planning, LLC 4.78% 83,186 $8.2M
14 Crumly & Associates Inc. 4.69% 248,565 $24.5M
15 American Trust 4.68% 616,315 $60.8M
16 Merited Wealth, LLC 4.50% 64,580 $6.4M
17 Alpha Advisors, LLC/VA 4.49% 60,633 $6.0M
18 Wagner Wealth Management, LLC 3.80% 208,278 $20.5M
19 Trust Co 3.74% 420,100 $41.4M
20 MN Wealth Advisors, LLC 3.70% 88,130 $8.7M
21 Orrstown Financial Services Inc 3.54% 242,047 $23.9M
22 Strategic Financial Concepts, LLC 3.36% 113,876 $11.3M
23 Centerpoint Advisory Group 3.32% 53,049 $5.2M
24 Correct Capital Wealth Management 3.27% 192,236 $19.0M
25 Greenbush Financial Group, LLC 3.20% 110,373 $10.9M
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 (JGRO)

What does the Smart Money Trend signal show for JGRO?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added JGRO 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 JGRO?

Slight buying edge — 57% buying: Last quarter: 200 funds bought or added vs 149 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 JGRO holders?

Elite ownership — 50% AUM from top-100 funds: 23 of 368 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in JGRO. 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 JGRO?

Mixed — 34% long-term, 27% new: Of the 368 current holders: 125 (34%) held >2 years, 144 held 1–2 years, and 99 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.

Is it too late to buy J P Morgan Exchange Traded F (JGRO) following the 2026 Q2 hedge fund 13F filings?

As of today, JGRO has moved -1.8% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (June 30, 2026), JGRO has gained -3.7% vs +2.3% 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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