JMOM Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy J P Morgan Exchange Traded F (JMOM) following the 2026 Q2 hedge fund 13F filings?

As of today, JMOM has moved -3.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -1.9%. Since the quarter end (June 30, 2026), JMOM gained -3.8% vs +2.1% 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.

J P Morgan Exchange Traded F (JMOM)

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

Smart Money Signals — JMOM

Based on 156 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 JMOM 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

156 hedge funds hold JMOM 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 — +32% more funds vs a year ago

fund count last 6Q

+38 new funds entered over the past year (+32% 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.

🟡

Slight buying edge — 54% buying

83 buying70 selling

Last quarter: 83 funds bought or added vs 70 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~31 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 21 → 21 → 27 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 37% long-term, 33% new

■ 37% conviction (2yr+) ■ 31% medium ■ 33% new

Of the 156 current holders: 57 (37%) held >2 years, 48 held 1–2 years, and 51 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 +38% but shares only +12% — price-driven

Value

+37%

+11%

Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +12%. 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.

📈

Growing discovery — still being found

24 → 21 → 21 → 27 → 31 new funds/Q

New funds entering each quarter: 21 → 21 → 27 → 31. A growing number of institutions are discovering JMOM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 39% veterans, 39% new entrants

■ 39% veterans ■ 22% 1-2yr ■ 39% new

Of 156 current holders: 61 (39%) held 2+ years, 34 held 1–2 years, 61 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds

13 of 156 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.2

out of 10

Moderate Exit Risk

Exit risk score 4.2/10 — 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	155	140	10.71%
13F Shares	22M	20M	11.65%
Total Value	$1.85B	$1.34B	37.91%
New Positions	30	27	+3
Increased Positions	52	60	-8
Closed Positions	15	16	-1
Reduced Positions	55	33	+22
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

155

140

10.71%

13F Shares

22M

20M

11.65%

Total Value

$1.85B

$1.34B

37.91%

New Positions

Increased Positions

-8

Closed Positions

-1

Reduced Positions

+22

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

155 + investors

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

QUARTER:

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

Top 25 JMOM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Shore Point Advisors, LLC	15.06%	701,536	$44.0M
2	Nova R Wealth, Inc.	6.22%	249,662	$21.3M
3	Cassia Capital Partners, LLC	5.68%	137,154	$11.7M
4	Blue Trust, Inc.	4.31%	4,811,325	$411.2M
5	Magnolia Capital Advisors LLC	3.46%	236,029	$20.2M
6	5T Wealth, LLC	2.43%	76,463	$6.5M
7	Delos Wealth Advisors, LLC	2.18%	49,831	$4.3M
8	Arq Wealth Advisors, LLC	2.10%	206,445	$17.0M
9	West Wealth Group, LLC	1.98%	141,345	$12.1M
10	Cabot Wealth Management Inc	1.50%	172,574	$14.7M
11	Hershey Financial Advisers, LLC	1.44%	23,514	$2.0M
12	Wealth Enhancement Advisory Services, LLC	1.35%	9,685,375	$809.0M
13	Skyline Advisors, Inc.	1.25%	46,516	$4.0M
14	Centennial Bank/AR/	1.07%	38,890	$3.3M
15	Kelly Financial Group LLC	1.01%	53,016	$4.5M
16	J Hagan Capital, INC.	0.82%	20,677	$1.8M
17	3Chopt Investment Partners, LLC	0.77%	48,059	$4.1M
18	Equitable Holdings, Inc.	0.73%	1,421,610	$121.5M
19	17 Capital Partners, LLC	0.60%	15,669	$1.3M
20	Gallacher Capital Management LLC	0.52%	10,834	$926K
21	Asempa Wealth Advisors	0.52%	8,127	$695K
22	MN Wealth Advisors, LLC	0.52%	14,220	$1.2M
23	Klaas Financial Asset Advisors, LLC	0.38%	35,647	$3.0M
24	Brightwater Advisory LLC	0.38%	7,010	$599K
25	Palumbo Wealth Management LLC	0.36%	20,041	$1.7M

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 (JMOM)

What does the Smart Money Trend signal show for JMOM?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added JMOM 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 JMOM?

Slight buying edge — 54% buying: Last quarter: 83 funds bought or added vs 70 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JMOM holders?

Smaller funds dominant — 8% AUM from top-100: 13 of 156 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JMOM?

Mixed — 37% long-term, 33% new: Of the 156 current holders: 57 (37%) held >2 years, 48 held 1–2 years, and 51 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.

Is it too late to buy J P Morgan Exchange Traded F (JMOM) following the 2026 Q2 hedge fund 13F filings?

As of today, JMOM has moved -3.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -1.9%. Since the quarter end (June 30, 2026), JMOM has gained -3.8% vs +2.1% 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.

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J P Morgan Exchange Traded F (JMOM)

Smart Money Signals — JMOM

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +32% more funds vs a year ago

Slight buying edge — 54% buying

Steady new buyers — ~31 new funds per quarter

Mixed — 37% long-term, 33% new

Value +38% but shares only +12% — price-driven

Growing discovery — still being found

Mixed cohorts — 39% veterans, 39% new entrants

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — JMOM

Hedge Fund Ownership: JMOM

Market Analysis: JMOM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JMOM

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

Hedge Fund Positioning: JMOM

Statistics: JMOM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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