Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JGRO)

347 + 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
↑ +4
Streak
11Q ▲
Buyers last Q
62%

Smart Money Signals — JGRO

Based on 349 hedge funds · latest filing: 2026 Q1 · 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
349 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 — +41% more funds vs a year ago

fund count last 6Q
+102 new funds entered over the past year (+41% 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 — 62% buying

213 buying131 selling
Last quarter: 213 funds were net buyers (37 opened a brand new position + 176 added to an existing one). Only 131 were sellers (98 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-27 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 51 → 34 → 64 → 37. 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 — 28% long-term, 28% new

■ 28% conviction (2yr+) ■ 44% medium ■ 28% new
Of the 349 current holders: 97 (28%) held >2 years, 154 held 1–2 years, and 98 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.
📈

Growing discovery — still being found

46 → 51 → 34 → 64 → 37 new funds/Q
New funds entering each quarter: 51 → 34 → 64 → 37. A growing number of institutions are discovering JGRO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 23% veterans, 44% new entrants

■ 23% veterans ■ 32% 1-2yr ■ 44% new
Of 349 current holders: 81 (23%) held 2+ years, 113 held 1–2 years, 155 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
20 of 349 holders are among the 100 largest funds by AUM, controlling 40% 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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 Q1, 213 hedge funds were net buyers of JGRO (37 opened a new position, 176 added to an existing one), while 131 reduced or exited (98 trimmed, 33 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in JGRO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 349.

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 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 · 79d ago
JGRO
+14.8%
SPY
+13.9%

JGRO outperformed SPY by +0.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
JGRO
-0.1%
SPY
+0.2%

Since the filing became public, JGRO outperformed SPY by -0.3% .

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.

12 top-rated funds 19 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: JGRO
347 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 347 345 0.58%
13F Shares 59M 68M -13.38%
Total Value $4.84B $6.35B -23.81%
New Positions 37 64 -27
Increased Positions 176 185 -9
Closed Positions 35 17 +18
Reduced Positions 97 64 +33
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JGRO

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Institutional Holders (2026 Q1)

347 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GGM Financial LLC 23.39% 601,161 $50.8M
2 Steph & Co 12.49% 517,947 $43.8M
3 Advantage Trust Co 10.82% 285,609 $24.1M
4 Welch Financial Planning, LLC 8.40% 138,201 $11.7M
5 Sprinkle Financial Consultants LLC 7.09% 181,868 $15.4M
6 Goldstein Advisors, LLC 6.37% 678,390 $57.3M
7 Frontier Asset Management, LLC 6.33% 357,252 $30.2M
8 Resolute Wealth Strategies, LLC 5.86% 160,789 $13.6M
9 Foundry Financial Group, Inc. 5.71% 136,156 $11.5M
10 Alpha Advisors, LLC/VA 5.26% 78,801 $6.7M
11 Berman McAleer LLC 5.23% 453,276 $38.3M
12 Provenance Wealth Advisors, LLC 5.00% 558,867 $47.2M
13 Guided Capital Wealth Management, LLC 4.82% 86,474 $7.3M
14 Greenline Wealth Management LLC 4.74% 48,624 $4.1M
15 American Trust 4.51% 604,032 $51.1M
16 Crumly & Associates Inc. 4.51% 253,779 $21.4M
17 MN Wealth Advisors, LLC 4.51% 109,585 $9.3M
18 Keyvantage Wealth, LLC 3.64% 97,918 $8.3M
19 Centerpoint Advisory Group 3.44% 54,087 $4.6M
20 Trust Co 3.34% 421,866 $35.7M
21 Wagner Wealth Management, LLC 3.33% 194,940 $16.5M
22 Orrstown Financial Services Inc 3.32% 234,992 $19.9M
23 Correct Capital Wealth Management 3.29% 208,215 $17.6M
24 Greenbush Financial Group, LLC 2.96% 105,696 $8.9M
25 Selby Wealth Management, LLC 2.92% 87,689 $7.4M
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?

More buyers than sellers — 62% buying: Last quarter: 213 funds were net buyers (37 opened a brand new position + 176 added to an existing one). Only 131 were sellers (98 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JGRO holders?

Elite ownership — 40% AUM from top-100 funds: 20 of 349 holders are among the 100 largest funds by AUM, controlling 40% 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 — 28% long-term, 28% new: Of the 349 current holders: 97 (28%) held >2 years, 154 held 1–2 years, and 98 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 Q1 hedge fund 13F filings?

As of today, JGRO has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of -0.3%. Since the quarter end (March 31, 2026), JGRO has gained +14.8% vs +13.9% 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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