Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JIVE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +51
Streak
8Q ▲
Buyers last Q
81%

Smart Money Signals — JIVE

Based on 183 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added JIVE 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
183 hedge funds hold JIVE 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 — +490% more funds vs a year ago

fund count last 6Q
+152 new funds entered over the past year (+490% 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 — 81% buying

150 buying35 selling
Last quarter: 150 funds were net buyers (63 opened a brand new position + 87 added to an existing one). Only 35 were sellers (23 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new JIVE position: 31 → 42 → 45 → 63. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 70% entered in last year

■ 6% conviction (2yr+) ■ 24% medium ■ 70% new
Only 11 funds (6%) 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

9 → 31 → 42 → 45 → 63 new funds/Q
New funds entering each quarter: 31 → 42 → 45 → 63. A growing number of institutions are discovering JIVE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 84% of holders entered in last year

■ 8% veterans ■ 9% 1-2yr ■ 84% new
Of 183 current holders: 153 (84%) entered in the past year, only 14 (8%) 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 — 42% AUM from top-100 funds

42% from top-100 AUM funds
13 of 183 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in JIVE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — 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 — JIVE

In 2026 Q1, 150 hedge funds were net buyers of JIVE (63 opened a new position, 87 added to an existing one), while 35 reduced or exited (23 trimmed, 12 sold completely) — a 81% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in JIVE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +51 funds (more new holders than closures). Total institutional holders: 183.

Hedge Fund Ownership: JIVE

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

Market Analysis: JIVE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JIVE

-- --

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

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

Signal Freshness measures how much JIVE 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 · 80d ago
JIVE
nan%
SPY
+13.9%

JIVE outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
JIVE
nan%
SPY
+0.2%

Since the filing became public, JIVE outperformed SPY by nan% .

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.

7 top-rated funds 4 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: JIVE
181 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 181 132 37.12%
13F Shares 18M 11M 54.54%
Total Value $1.41B $911M 54.54%
New Positions 62 45 +17
Increased Positions 87 61 +26
Closed Positions 13 6 +7
Reduced Positions 22 20 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JIVE

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Institutional Holders (2026 Q1)

181 + investors

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

QUARTER:
Top 25 JIVE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avaii Wealth Management, LLC 4.32% 144,432 $12.4M
2 Saxony Capital Management, LLC 3.22% 64,888 $5.6M
3 Obsidian Cio, LLC 3.08% 40,083 $3.4M
4 WESPAC Advisors, LLC 2.56% 54,621 $4.7M
5 Aspire Capital Advisors LLC 2.54% 131,769 $11.3M
6 Modus Advisors, LLC 2.53% 107,248 $9.2M
7 A4 Wealth Advisors LLC 2.41% 34,435 $2.9M
8 Oak Barrel Wealth Advisory LLC 2.30% 47,985 $3.9M
9 TKG Advisors, LLC 2.26% 63,698 $5.5M
10 Comprehensive Financial Planning, Inc./PA 2.23% 37,516 $3.2M
11 Lineweaver Wealth Advisors, LLC 2.14% 185,180 $15.9M
12 Base Wealth Management LLC 2.06% 42,905 $3.7M
13 RiverFront Investment Group, LLC 2.04% 1,537,645 $131.7M
14 Archer Investment Corp 1.79% 98,311 $8.4M
15 Retirement Guys Formula LLC 1.70% 43,072 $3.7M
16 Plan Group Financial, LLC 1.42% 70,433 $6.0M
17 G&S Capital LLC 1.33% 44,066 $3.8M
18 WESPAC Advisors SoCal, LLC 1.21% 66,248 $5.7M
19 N.E.W. Advisory Services LLC 0.89% 138,476 $11.9M
20 Nikulski Financial, Inc. 0.87% 40,948 $3.5M
21 Verus Capital Partners, LLC 0.84% 144,251 $12.4M
22 Lockerman Financial Group, INC. 0.74% 4,820 $413K
23 Walkner Condon Financial Advisors LLC 0.72% 63,524 $5.4M
24 KWB Wealth 0.70% 88,124 $7.1M
25 Kaizen Financial Strategies 0.65% 16,992 $1.5M
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 (JIVE)

What does the Smart Money Trend signal show for JIVE?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added JIVE 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 JIVE?

More buyers than sellers — 81% buying: Last quarter: 150 funds were net buyers (63 opened a brand new position + 87 added to an existing one). Only 35 were sellers (23 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JIVE holders?

Elite ownership — 42% AUM from top-100 funds: 13 of 183 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in JIVE. 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 JIVE?

Mostly new holders — 70% entered in last year: Only 11 funds (6%) 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 (JIVE) following the 2026 Q1 hedge fund 13F filings?

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