Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JMOM)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
10Q ▲
Buyers last Q
61%

Smart Money Signals — JMOM

Based on 124 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
124 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 — +41% more funds vs a year ago

fund count last 6Q
+36 new funds entered over the past year (+41% 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

75 buying47 selling
Last quarter: 75 funds were net buyers (20 opened a brand new position + 55 added to an existing one). Only 47 were sellers (32 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 22 → 20 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 29% new

36% conviction (2yr+) 35% medium 29% new
Of the 124 current holders: 45 (36%) held >2 years, 43 held 1–2 years, and 36 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.
📊

Peak discovery — momentum slowing

24 → 32 → 22 → 20 → 20 new funds/Q
New funds entering each quarter: 32 → 22 → 20 → 20. JMOM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 37% veterans, 48% new entrants

37% veterans 15% 1-2yr 48% new
Of 124 current holders: 46 (37%) held 2+ years, 19 held 1–2 years, 59 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
12 of 124 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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: JMOM

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

Market Analysis: JMOM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JMOM

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

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: JMOM
2026 Q1 Stats Unlock in 22 days 124 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 124 119 4.2%
13F Shares 19M 17M 10.97%
Total Value $1.30B $1.17B 10.76%
New Positions 20 20 -
Increased Positions 55 37 +18
Closed Positions 15 14 +1
Reduced Positions 32 47 -15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JMOM

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)

124 + investors

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

Top 25 institutional holders of JMOM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shore Point Advisors, LLC 13.65% 657,113 $34.6M
2 Nova R Wealth, Inc. 5.27% 242,989 $16.5M
3 Cassia Capital Partners, LLC 4.94% 141,476 $9.6M
4 Blue Trust, Inc. 3.71% 4,767,446 $323.8M
5 5T Wealth, LLC 2.05% 76,527 $5.2M
6 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1.28% 9,124,355 $628.2M
7 Skyline Advisors, Inc. 1.03% 43,418 $2.9M
8 KELLY FINANCIAL GROUP LLC 0.92% 53,942 $3.7M
9 3Chopt Investment Partners, LLC 0.75% 48,059 $3.3M
10 Asempa Wealth Advisors 0.48% 8,003 $551K
11 MN Wealth Advisors, LLC 0.48% 14,444 $981K
12 Wealth Enhancement Trust Services, Inc. 0.37% 45,092 $3.1M
13 Klaas Financial Asset Advisors, LLC 0.36% 38,770 $2.6M
14 Professional Financial Advisors, LLC 0.34% 24,532 $1.7M
15 FIFTH THIRD SECURITIES, INC. 0.27% 61,603 $4.2M
16 Kathmere Capital Management, LLC 0.25% 60,248 $4.1M
17 Able Wealth Management LLC 0.13% 7,216 $490K
18 SILVER OAK SECURITIES, INCORPORATED 0.11% 22,761 $1.5M
19 First Heartland Consultants, Inc. 0.11% 20,623 $1.4M
20 Patten Group, Inc. 0.10% 8,335 $566K
21 One Wealth Advisors, LLC 0.08% 9,820 $667K
22 LAKE STREET PRIVATE WEALTH, LLC 0.08% 8,698 $591K
23 Mayflower Financial Advisors, LLC 0.07% 8,665 $589K
24 Vise Technologies, Inc. 0.07% 53,358 $3.6M
25 NorthCrest Asset Manangement, LLC 0.07% 31,644 $2.2M
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 — 10 quarters in a row: For 10 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?

More buyers than sellers — 61% buying: Last quarter: 75 funds were net buyers (20 opened a brand new position + 55 added to an existing one). Only 47 were sellers (32 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JMOM holders?

Smaller funds dominant — 9% AUM from top-100: 12 of 124 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JMOM?

Mixed — 36% long-term, 29% new: Of the 124 current holders: 45 (36%) held >2 years, 43 held 1–2 years, and 36 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.