Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JIVE)

130 + 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
↑ +39
Streak
7Q ▲
Buyers last Q
81%

Smart Money Signals — JIVE

Based on 130 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 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
130 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 — +381% more funds vs a year ago

fund count last 6Q
+103 new funds entered over the past year (+381% 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

105 buying25 selling
Last quarter: 105 funds were net buyers (45 opened a brand new position + 60 added to an existing one). Only 25 were sellers (19 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~45 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 29 → 42 → 45. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 76% entered in last year

■ 8% conviction (2yr+) ■ 16% medium ■ 76% new
Only 10 funds (8%) 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.
🚀

Acceleration phase — new buyers rushing in

10 → 9 → 29 → 42 → 45 new funds/Q
New funds entering each quarter: 9 → 29 → 42 → 45. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 83% of holders entered in last year

■ 8% veterans ■ 8% 1-2yr ■ 83% new
Of 130 current holders: 108 (83%) entered in the past year, only 11 (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.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
8 of 130 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
6.9
out of 10
Moderate Exit Risk
Exit risk score 6.9/10 — 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: 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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 2 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: JIVE
2026 Q1 Stats Unlock in 15 days 130 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 130 91 42.86%
13F Shares 11M 9M 24.68%
Total Value $895M $673M 32.82%
New Positions 45 42 +3
Increased Positions 60 33 +27
Closed Positions 6 5 +1
Reduced Positions 19 10 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JIVE

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

130 + investors

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

Top 25 institutional holders of JIVE — 2025 Q4 · 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 WESPAC Advisors, LLC 2.56% 54,621 $4.7M
4 Aspire Capital Advisors LLC 2.54% 131,769 $11.3M
5 Modus Advisors, LLC 2.53% 107,248 $9.2M
6 TKG Advisors, LLC 2.26% 63,698 $5.5M
7 Comprehensive Financial Planning, Inc./PA 2.23% 37,516 $3.2M
8 Lineweaver Wealth Advisors, LLC 2.14% 185,180 $15.9M
9 Base Wealth Management LLC 2.06% 42,905 $3.7M
10 Archer Investment Corp 1.79% 98,311 $8.4M
11 RETIREMENT GUYS FORMULA LLC 1.70% 43,072 $3.7M
12 Plan Group Financial, LLC 1.42% 70,433 $6.0M
13 G&S Capital LLC 1.33% 44,066 $3.8M
14 WESPAC Advisors SoCal, LLC 1.21% 66,248 $5.7M
15 LOCKERMAN FINANCIAL GROUP, INC. 0.74% 4,820 $413K
16 Walkner Condon Financial Advisors LLC 0.72% 63,524 $5.4M
17 KWB Wealth 0.70% 88,124 $7.1M
18 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.69% 60,947 $5K
19 Kaizen Financial Strategies 0.65% 16,992 $1.5M
20 Cornerstone Wealth Management, LLC 0.48% 112,407 $9.6M
21 Pallas Capital Advisors LLC 0.47% 144,523 $12.4M
22 Emerald Advisors, LLC 0.33% 30,652 $2.6M
23 BigSur Wealth Management LLC 0.27% 11,250 $963K
24 Evernest Financial Advisors, LLC 0.26% 13,910 $1.2M
25 Murphy & Mullick Capital Management Corp 0.25% 3,975 $340K
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 — 7 quarters in a row: For 7 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: 105 funds were net buyers (45 opened a brand new position + 60 added to an existing one). Only 25 were sellers (19 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JIVE holders?

Strong quality — 34% AUM from major funds: 8 of 130 holders rank in the top 100 by AUM, accounting for 34% 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 JIVE?

Mostly new holders — 76% entered in last year: Only 10 funds (8%) 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.