JIRE Hedge Fund Ownership (Q2 2026)

J P Morgan Exchange Traded F (JIRE)

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

Smart Money Signals — JIRE

Based on 351 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 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

351 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 — +55% more funds vs a year ago

fund count last 6Q

+125 new funds entered over the past year (+55% 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 — 63% buying

208 buying124 selling

Last quarter: 208 funds were net buyers (41 opened a brand new position + 167 added to an existing one). Only 124 were sellers (97 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-16 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 57 → 64 → 57 → 41. 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 — 26% long-term, 32% new

■ 26% conviction (2yr+) ■ 41% medium ■ 32% new

Of the 351 current holders: 92 (26%) held >2 years, 145 held 1–2 years, and 114 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 +114% but shares only +91% — price-driven

Value

+114%

+91%

Last quarter: the total dollar value of institutional holdings rose +114%, but actual share count only changed +91%. 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

53 → 57 → 64 → 57 → 41 new funds/Q

New funds entering each quarter: 57 → 64 → 57 → 41. JIRE 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 — 26% veterans, 50% new entrants

■ 26% veterans ■ 23% 1-2yr ■ 50% new

Of 351 current holders: 93 (26%) held 2+ years, 82 held 1–2 years, 176 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds

24 of 351 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in JIRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	350	337	3.86%
13F Shares	121M	63M	91.21%
Total Value	$9.72B	$4.54B	113.96%
New Positions	40	57	-17
Increased Positions	167	164	+3
Closed Positions	27	25	+2
Reduced Positions	97	83	+14
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

350

337

3.86%

13F Shares

121M

63M

91.21%

Total Value

$9.72B

$4.54B

113.96%

New Positions

-17

Increased Positions

167

164

Closed Positions

Reduced Positions

+14

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

350 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 JIRE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	New England Professional Planning Group Inc.	23.46%	761,909	$62.8M
2	Richard P Slaughter Associates Inc	12.80%	791,687	$65.3M
3	Hughes Financial Services, LLC	9.92%	907,369	$74.8M
4	Choice Wealth Advisors LLC	8.85%	305,647	$25.2M
5	Kelly Financial Group LLC	8.41%	459,051	$37.9M
6	SIMA Wealth Partners, LLC	7.47%	127,757	$10.5M
7	EdgeRock Capital LLC	7.08%	378,709	$31.2M
8	Providence Financial Advisors, LLC	6.18%	131,791	$10.9M
9	Conservest Capital Advisors, Inc.	6.01%	915,678	$75.5M
10	Investors Portfolio Services LLC	5.83%	92,647	$7.6M
11	Francis Financial, Inc.	5.35%	396,161	$32.7M
12	Kendall Capital Management	4.81%	349,767	$28.9M
13	Merited Wealth, LLC	4.60%	78,836	$6.5M
14	MN Wealth Advisors, LLC	4.32%	123,012	$10.1M
15	Elk River Wealth Management LLC	4.24%	322,334	$26.6M
16	Sacks & Associates, LLC	4.08%	72,494	$6.1M
17	Base Wealth Management LLC	3.89%	101,496	$8.4M
18	Bryant Woods Investment Advisors, LLC	3.77%	164,127	$13.5M
19	Cutler Investment Counsel LLC	3.73%	480,390	$39.6M
20	Navigation Group, LLC	3.58%	222,982	$18.4M
21	Bogart Wealth, LLC	3.53%	1,248,235	$103.0M
22	Mascoma Wealth Management LLC	3.47%	226,552	$18.7M
23	Family Investment Center, Inc.	3.43%	250,069	$20.6M
24	First Financial Bank - Trust Division	2.98%	506,500	$41.8M
25	ForthRight Wealth Management, LLC	2.95%	139,694	$11.5M

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 — 63% buying: Last quarter: 208 funds were net buyers (41 opened a brand new position + 167 added to an existing one). Only 124 were sellers (97 trimmed + 27 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JIRE holders?

Elite ownership — 63% AUM from top-100 funds: 24 of 351 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in JIRE. 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 JIRE?

Mixed — 26% long-term, 32% new: Of the 351 current holders: 92 (26%) held >2 years, 145 held 1–2 years, and 114 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.

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.

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J P Morgan Exchange Traded F (JIRE)

Smart Money Signals — JIRE

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +55% more funds vs a year ago

More buyers than sellers — 63% buying

Fewer new buyers each quarter (-16 vs last Q)

Mixed — 26% long-term, 32% new

Value +114% but shares only +91% — price-driven

Peak discovery — momentum slowing

Mixed cohorts — 26% veterans, 50% new entrants

Elite ownership — 63% AUM from top-100 funds

Institutional Sentiment Summary — JIRE

Hedge Fund Ownership: JIRE

Market Analysis: JIRE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JIRE

Hedge Fund Positioning: JIRE

Statistics: JIRE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — J P Morgan Exchange Traded F (JIRE)

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