Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JIRE)

289 + 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
↑ +35
Streak
11Q ▲
Buyers last Q
71%

Smart Money Signals — JIRE

Based on 289 hedge funds · latest filing: 2025 Q4 · 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
289 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 — +86% more funds vs a year ago

fund count last 6Q
+134 new funds entered over the past year (+86% 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 — 71% buying

204 buying84 selling
Last quarter: 204 funds were net buyers (56 opened a brand new position + 148 added to an existing one). Only 84 were sellers (63 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~56 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 42 → 49 → 57 → 56. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 43% entered in last year

■ 22% conviction (2yr+) ■ 35% medium ■ 43% new
Only 63 funds (22%) 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

30 → 42 → 49 → 57 → 56 new funds/Q
New funds entering each quarter: 42 → 49 → 57 → 56. 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 ■ 22% 1-2yr ■ 55% new
Of 289 current holders: 160 (55%) entered in the past year, only 64 (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.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
17 of 289 holders are among the 100 largest funds by AUM, controlling 61% 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.
5.1
out of 10
Moderate Exit Risk
Exit risk score 5.1/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 9 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: JIRE
2026 Q1 Stats Unlock in 20 days 289 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 289 254 13.78%
13F Shares 119M 110M 7.62%
Total Value $8.92B $8.11B 9.89%
New Positions 56 57 -1
Increased Positions 148 135 +13
Closed Positions 21 18 +3
Reduced Positions 63 38 +25
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)

289 + investors

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

Top 25 institutional holders of JIRE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Richard P Slaughter Associates Inc 12.65% 772,797 $58.5M
2 Hughes Financial Services, LLC 9.94% 854,338 $64.7M
3 KELLY FINANCIAL GROUP LLC 9.46% 496,488 $37.6M
4 Choice Wealth Advisors LLC 9.00% 302,764 $22.9M
5 EdgeRock Capital LLC 7.43% 362,475 $27.5M
6 Kendall Capital Management 5.20% 334,741 $25.4M
7 Elk River Wealth Management LLC 4.68% 371,727 $28.2M
8 Bryant Woods Investment Advisors, LLC 4.20% 150,823 $11.4M
9 MN Wealth Advisors, LLC 4.14% 112,438 $8.5M
10 Family Investment Center, Inc. 4.00% 274,475 $20.8M
11 Bogart Wealth, LLC 3.56% 1,218,933 $92.3M
12 First Financial Bank - Trust Division 3.05% 499,984 $37.9M
13 LOCKERMAN FINANCIAL GROUP, INC. 2.96% 21,717 $1.6M
14 EASTERN BANK 2.64% 2,032,841 $154.0M
15 BELLEVUE ASSET MANAGEMENT, LLC 2.53% 66,734 $5.1M
16 Centerline Wealth Advisors, LLC 2.42% 88,767 $6.7M
17 Etesian Wealth Advisors, Inc. 2.42% 99,968 $7.6M
18 Merited Wealth, LLC 2.31% 36,709 $2.8M
19 Red Mountain Financial, LLC 2.23% 31,204 $2.4M
20 Boyer Financial Services, Inc. 2.21% 27,483 $2.1M
21 Wagner Wealth Management, LLC 1.72% 112,518 $8.5M
22 BridgePort Financial Solutions, LLC 1.66% 77,505 $5.9M
23 SMITHBRIDGE ASSET MANAGEMENT INC/DE 1.65% 146,817 $11.1M
24 WealthPlan Investment Management, LLC 1.54% 364,349 $27.6M
25 UNIQUE WEALTH, LLC 1.50% 142,882 $10.8M
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 — 71% buying: Last quarter: 204 funds were net buyers (56 opened a brand new position + 148 added to an existing one). Only 84 were sellers (63 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JIRE holders?

Elite ownership — 61% AUM from top-100 funds: 17 of 289 holders are among the 100 largest funds by AUM, controlling 61% 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?

Mostly new holders — 43% entered in last year: Only 63 funds (22%) 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.