Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JIRE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — JIRE

Based on 337 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 JIRE 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
337 hedge funds hold JIRE 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 — +83% more funds vs a year ago

fund count last 6Q
+153 new funds entered over the past year (+83% 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 — 67% buying

221 buying107 selling
Last quarter: 221 funds were net buyers (57 opened a brand new position + 164 added to an existing one). Only 107 were sellers (83 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 52 → 57 → 64 → 57. 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.
🔄

Mostly new holders — 39% entered in last year

■ 23% conviction (2yr+) ■ 37% medium ■ 39% new
Only 79 funds (23%) 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

44 → 52 → 57 → 64 → 57 new funds/Q
New funds entering each quarter: 52 → 57 → 64 → 57. A growing number of institutions are discovering JIRE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 55% of holders entered in last year

■ 22% veterans ■ 23% 1-2yr ■ 55% new
Of 337 current holders: 184 (55%) entered in the past year, only 75 (22%) 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.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
22 of 337 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — JIRE

In 2026 Q1, 221 hedge funds were net buyers of JIRE (57 opened a new position, 164 added to an existing one), while 107 reduced or exited (83 trimmed, 24 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in JIRE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +33 funds (more new holders than closures). Total institutional holders: 337.

Hedge Fund Ownership: JIRE

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

Market Analysis: JIRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JIRE

-- --

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

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

Signal Freshness measures how much JIRE 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 · 75d ago
JIRE
+7.9%
SPY
+14.1%

JIRE outperformed SPY by -6.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
JIRE
+3.8%
SPY
+0.3%

Since the filing became public, JIRE outperformed SPY by +3.5% .

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.

16 top-rated funds 17 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: JIRE
332 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 332 303 9.57%
13F Shares 63M 122M -48.71%
Total Value $4.54B $9.16B -50.42%
New Positions 57 64 -7
Increased Positions 162 152 +10
Closed Positions 28 21 +7
Reduced Positions 83 65 +18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JIRE

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 Q1)

332 + investors

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

QUARTER:
Top 25 JIRE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 New England Professional Planning Group Inc. 24.62% 777,722 $58.9M
2 Richard P Slaughter Associates Inc 12.65% 772,797 $58.5M
3 Hughes Financial Services, LLC 9.94% 854,338 $64.7M
4 Kelly Financial Group LLC 9.46% 496,488 $37.6M
5 Choice Wealth Advisors LLC 9.00% 302,764 $22.9M
6 SIMA Wealth Partners, LLC 7.50% 130,059 $9.9M
7 EdgeRock Capital LLC 7.43% 362,475 $27.5M
8 Conservest Capital Advisors, Inc. 6.29% 916,819 $69.4M
9 Investors Portfolio Services LLC 5.53% 78,722 $6.0M
10 Francis Financial, Inc. 5.49% 390,783 $29.6M
11 Kendall Capital Management 5.20% 334,741 $25.4M
12 Providence Financial Advisors, LLC 5.19% 120,162 $9.1M
13 Elk River Wealth Management LLC 4.68% 371,727 $28.2M
14 Bryant Woods Investment Advisors, LLC 4.20% 150,823 $11.4M
15 MN Wealth Advisors, LLC 4.14% 112,438 $8.5M
16 Base Wealth Management LLC 4.10% 96,772 $7.3M
17 Family Investment Center, Inc. 4.00% 274,475 $20.8M
18 Navigation Group, LLC 3.91% 220,388 $16.7M
19 Cutler Investment Counsel LLC 3.65% 467,420 $35.4M
20 Capital Planning Advisors, LLC 3.56% 325,345 $24.6M
21 Bogart Wealth, LLC 3.56% 1,218,933 $92.3M
22 Mascoma Wealth Management LLC 3.35% 213,979 $16.2M
23 First Financial Bank - Trust Division 3.05% 499,984 $37.9M
24 Kaizen Financial Strategies 2.99% 88,160 $7.1M
25 Lockerman Financial Group, INC. 2.96% 21,717 $1.6M
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 (JIRE)

What does the Smart Money Trend signal show for JIRE?

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

More buyers than sellers — 67% buying: Last quarter: 221 funds were net buyers (57 opened a brand new position + 164 added to an existing one). Only 107 were sellers (83 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JIRE holders?

Strong quality — 30% AUM from major funds: 22 of 337 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JIRE?

Mostly new holders — 39% entered in last year: Only 79 funds (23%) 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 (JIRE) following the 2026 Q1 hedge fund 13F filings?

As of today, JIRE has moved +3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +3.5%. Since the quarter end (March 31, 2026), JIRE has gained +7.9% vs +14.1% 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.

Full history →