Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Trust for Professional Manag (JGRW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
27%

Smart Money Signals — JGRW

Based on 19 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JGRW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 2.0Y peak

90% of all-time peak
19 funds currently hold this stock — 90% of the 2.0-year high of 21 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 27% buying

6 buying16 selling
Last quarter: 16 funds sold vs only 6 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 8 → 6 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 53% entered in last year

■ 0% conviction (2yr+) ■ 47% medium ■ 53% new
Only 0 funds (0%) 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 — ~3 new funds/quarter

1 → 2 → 8 → 6 → 3 new funds/Q
New funds entering each quarter: 2 → 8 → 6 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 58% of holders entered in last year

■ 0% veterans ■ 42% 1-2yr ■ 58% new
Of 19 current holders: 11 (58%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
1 of 19 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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 — JGRW

In 2026 Q2, 6 hedge funds were net buyers of JGRW (3 opened a new position, 3 added to an existing one), while 16 reduced or exited (11 trimmed, 5 sold completely) — a 27% buyer ratio, indicating net institutional distribution. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 19.

Hedge Fund Ownership: JGRW

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

Market Analysis: JGRW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JGRW

-- --

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: JGRW
19 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 19 21 -9.52%
13F Shares 1M 1M -24.45%
Total Value $28M $34M -16.09%
New Positions 3 6 -3
Increased Positions 3 5 -2
Closed Positions 5 6 -1
Reduced Positions 11 7 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JGRW

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

19 + investors

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

QUARTER:
Top 19 JGRW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Entrust Financial LLC 1.02% 57,765 $1.6M
2 Bill Few Associates, Inc. 0.40% 69,086 $1.9M
3 Jensen Investment Management Inc 0.36% 544,862 $14.8M
4 DMKC Advisory Services, LLC 0.26% 50,647 $1.4M
5 Hamilton Point Investment Advisors, LLC 0.20% 51,332 $1.4M
6 Kelleher Financial Advisors 0.07% 17,866 $485K
7 Aberdeen Wealth Management LLC 0.06% 4,550 $123K
8 OneAscent Financial Services LLC 0.02% 15,916 $432K
9 Essex Financial Services, Inc. 0.02% 12,536 $340K
10 Snowden Capital Advisors LLC 0.01% 20,542 $557K
11 Lodestone Wealth Management LLC 0.01% 845 $23K
12 Cerity Partners LLC 0.00% 110,108 $3.0M
13 Hrt Financial LP 0.00% 48,728 $1.3M
14 Kestra Advisory Services, LLC 0.00% 13,455 $365K
15 Captrust Financial Advisors 0.00% 11,147 $302K
16 DHJJ Financial Advisors, Ltd. 0.00% 55 $1K
17 HighTower Advisors, LLC 0.00% 12,991 $352K
18 MCF Advisors LLC 0.00% 200 $5K
19 Jpmorgan Chase & Co 0.00% 5,950 $160K
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 — Trust for Professional Manag (JGRW)

What does the Smart Money Trend signal show for JGRW?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JGRW positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JGRW?

Heavy selling pressure — only 27% buying: Last quarter: 16 funds sold vs only 6 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 JGRW holders?

Smaller funds dominant — 1% AUM from top-100: 1 of 19 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JGRW?

Mostly new holders — 53% entered in last year: Only 0 funds (0%) 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.

Full history →