Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JMHI)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
5Q ▲
Buyers last Q
61%

Smart Money Signals — JMHI

Based on 58 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added JMHI 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
58 hedge funds hold JMHI 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 — +38% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+38% 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 — 61% buying

37 buying24 selling
Last quarter: 37 funds were net buyers (14 opened a brand new position + 23 added to an existing one). Only 24 were sellers (15 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 6 → 9 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 31% long-term, 36% new

31% conviction (2yr+) 33% medium 36% new
Of the 58 current holders: 18 (31%) held >2 years, 19 held 1–2 years, and 21 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.
📈

Growing discovery — still being found

9 → 9 → 6 → 9 → 14 new funds/Q
New funds entering each quarter: 9 → 6 → 9 → 14. A growing number of institutions are discovering JMHI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 26% veterans, 50% new entrants

26% veterans 24% 1-2yr 50% new
Of 58 current holders: 15 (26%) held 2+ years, 14 held 1–2 years, 29 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
8 of 58 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Hedge Fund Ownership: JMHI

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

Market Analysis: JMHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JMHI

-- --

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.

6 top-rated funds 0 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: JMHI
2026 Q1 Stats Unlock in 15 days 58 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 58 53 9.43%
13F Shares 2M 2M -4.84%
Total Value $89M $94M -5.35%
New Positions 14 9 +5
Increased Positions 23 23 -
Closed Positions 9 3 +6
Reduced Positions 15 12 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JMHI

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

58 + investors

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

Top 25 institutional holders of JMHI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Prentice Wealth Management LLC 1.22% 108,356 $5.4M
2 BOYUM WEALTH ARCHITECTS LLC 1.19% 56,688 $2.8M
3 Stewardship Advisors, LLC 0.95% 83,051 $4.1M
4 Connecticut Capital Management Group, LLC 0.69% 14,674 $731K
5 Investment Planning Advisors, Inc. 0.51% 36,871 $1.8M
6 Capital Asset Advisory Services LLC 0.32% 165,575 $8.3M
7 Financial Insights, Inc. 0.17% 9,934 $499K
8 Walkner Condon Financial Advisors LLC 0.15% 23,367 $1.2M
9 KENNEDY INVESTMENT GROUP, INC. 0.15% 7,733 $385K
10 AdvisorNet Financial, Inc 0.15% 58,270 $2.9M
11 TCFG WEALTH MANAGEMENT, LLC 0.08% 4,467 $223K
12 Landmark Wealth Management, LLC 0.06% 4,762 $237K
13 Peterson Wealth Advisors, LLC 0.05% 7,295 $364K
14 Rosenberg Matthew Hamilton 0.04% 4,239 $211K
15 LAUREL OAK WEALTH MANAGEMENT, LLC 0.04% 5,095 $254K
16 Global Wealth Management Investment Advisory, Inc. 0.04% 4,820 $240K
17 FLAGSHIP HARBOR ADVISORS, LLC 0.02% 7,637 $381K
18 Concurrent Investment Advisors, LLC 0.01% 17,211 $858K
19 CARY STREET PARTNERS FINANCIAL LLC 0.01% 5,958 $297K
20 Pure Financial Advisors, LLC 0.00% 6,850 $341K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 66,319 $3.3M
22 Kestra Advisory Services, LLC 0.00% 20,054 $999K
23 Farther Finance Advisors, LLC 0.00% 7,000 $349K
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 30,175 $1.5M
25 Private Advisor Group, LLC 0.00% 8,139 $406K
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 (JMHI)

What does the Smart Money Trend signal show for JMHI?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added JMHI 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 JMHI?

More buyers than sellers — 61% buying: Last quarter: 37 funds were net buyers (14 opened a brand new position + 23 added to an existing one). Only 24 were sellers (15 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JMHI holders?

Strong quality — 20% AUM from major funds: 8 of 58 holders rank in the top 100 by AUM, accounting for 20% 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 JMHI?

Mixed — 31% long-term, 36% new: Of the 58 current holders: 18 (31%) held >2 years, 19 held 1–2 years, and 21 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.

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.