Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JMSI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
59%

Smart Money Signals — JMSI

Based on 67 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JMSI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
67 funds currently hold this stock — 91% of the 3.0-year high of 74 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +26% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+26% 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 — 59% buying

44 buying30 selling
Last quarter: 44 funds bought or added vs 30 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 15 → 18 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 37% long-term, 34% new

■ 37% conviction (2yr+) ■ 28% medium ■ 34% new
Of the 67 current holders: 25 (37%) held >2 years, 19 held 1–2 years, and 23 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 +57% but shares only +39% — price-driven

Value
+57%
Shares
+39%
Last quarter: the total dollar value of institutional holdings rose +57%, but actual share count only changed +39%. 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.
➡️

Steady discovery — ~11 new funds/quarter

12 → 12 → 15 → 18 → 11 new funds/Q
New funds entering each quarter: 12 → 15 → 18 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 43% new entrants

■ 34% veterans ■ 22% 1-2yr ■ 43% new
Of 67 current holders: 23 (34%) held 2+ years, 15 held 1–2 years, 29 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
12 of 67 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in JMSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — JMSI

In 2026 Q2, 44 hedge funds were net buyers of JMSI (11 opened a new position, 33 added to an existing one), while 30 reduced or exited (12 trimmed, 18 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 53% of total institutional value in JMSI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 67.

Hedge Fund Ownership: JMSI

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

Market Analysis: JMSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JMSI

-- --

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

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

Signal Freshness measures how much JMSI has moved relative to its sector benchmark (SPY) since the 2026 Q3 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 September 30, 2026 · 45d ago
JMSI
+3.3%
SPY
-1.1%

JMSI outperformed SPY by +4.4% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
JMSI
+0.0%
SPY
+0.0%

Since the filing became public, JMSI outperformed SPY by +0.0% .

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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: JMSI
2026 Q3 Stats Unlock in 5 days 67 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 67 74 -9.46%
13F Shares 6M 4M 39.36%
Total Value $189M $120M 57.4%
New Positions 11 18 -7
Increased Positions 33 33 -
Closed Positions 18 10 +8
Reduced Positions 12 16 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JMSI

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q3)

67 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 JMSI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ellevest, Inc. 0.96% 174,838 $8.3M
2 Seeds Investor LLC 0.91% 192,792 $9.1M
3 Fairway Wealth LLC 0.37% 36,544 $1.7M
4 CPC Advisors, LLC 0.17% 25,699 $1.2M
5 GGM Financial LLC 0.14% 9,118 $430K
6 Wincap Financial LLC 0.13% 5,250 $248K
7 Amarillo National Bank 0.11% 14,207 $671K
8 HTG Investment Advisors, Inc. 0.09% 7,698 $363K
9 Legacy Edge Advisors, LLC 0.09% 21,078 $995K
10 Wealth Architects, LLC 0.08% 22,715 $1.1M
11 McNamara Financial Services, Inc. 0.08% 9,413 $444K
12 Mission Wealth Management, LP 0.07% 98,656 $4.7M
13 Values Added Financial LLC 0.07% 4,255 $201K
14 Financial Network Wealth Advisors LLC 0.05% 1,097 $52K
15 GeoWealth Management, LLC 0.04% 25,483 $1.2M
16 Perigon Wealth Management, LLC 0.03% 47,141 $2.2M
17 Arlington Financial Advisors, LLC 0.03% 4,742 $224K
18 Modera Wealth Management, LLC 0.03% 55,253 $2.6M
19 Ascentis Independent Advisors 0.02% 7,629 $360K
20 PFG Investments, LLC 0.02% 10,858 $513K
21 MLG Wealth Management DBA Pine Grove Financial Group 0.02% 4,239 $200K
22 Flagship Harbor Advisors, LLC 0.02% 10,385 $490K
23 Ally Invest Advisors Inc. 0.02% 6,208 $293K
24 Elequin Capital, LP 0.02% 4,689 $221K
25 Rossby Financial, LCC 0.01% 1,986 $94K
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 (JMSI)

What does the Smart Money Trend signal show for JMSI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JMSI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JMSI?

Slight buying edge — 59% buying: Last quarter: 44 funds bought or added vs 30 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 JMSI holders?

Elite ownership — 53% AUM from top-100 funds: 12 of 67 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in JMSI. 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 JMSI?

Mixed — 37% long-term, 34% new: Of the 67 current holders: 25 (37%) held >2 years, 19 held 1–2 years, and 23 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 (JMSI) following the 2026 Q3 hedge fund 13F filings?

As of today, JMSI has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), JMSI has gained +3.3% vs -1.1% 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.

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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