Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JMSI)

74 + 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
↑ +9
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — JMSI

Based on 74 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added JMSI 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
74 hedge funds hold JMSI 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 — +61% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+61% 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 — 67% buying

51 buying25 selling
Last quarter: 51 funds were net buyers (18 opened a brand new position + 33 added to an existing one). Only 25 were sellers (16 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 12 → 15 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 41% new

■ 28% conviction (2yr+) ■ 31% medium ■ 41% new
Of the 74 current holders: 21 (28%) held >2 years, 23 held 1–2 years, and 30 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.
💎

Buying through price weakness — shares -12%, value -49%

Value
-48%
Shares
-11%
Last quarter: funds added -12% more shares while total portfolio value only changed -49%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

9 → 11 → 12 → 15 → 18 new funds/Q
New funds entering each quarter: 11 → 12 → 15 → 18. A growing number of institutions are discovering JMSI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 28% veterans, 47% new entrants

■ 28% veterans ■ 24% 1-2yr ■ 47% new
Of 74 current holders: 21 (28%) held 2+ years, 18 held 1–2 years, 35 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
12 of 74 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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.

Institutional Sentiment Summary — JMSI

In 2026 Q1, 51 hedge funds were net buyers of JMSI (18 opened a new position, 33 added to an existing one), while 25 reduced or exited (16 trimmed, 9 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in JMSI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 74.

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 Q1 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 March 31, 2026 · 77d ago
JMSI
+0.9%
SPY
+15.9%

JMSI outperformed SPY by -15.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
JMSI
+0.8%
SPY
+2.0%

Since the filing became public, JMSI outperformed SPY by -1.2% .

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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: JMSI
74 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 74 65 13.85%
13F Shares 4M 5M -11.69%
Total Value $120M $235M -48.76%
New Positions 18 15 +3
Increased Positions 33 26 +7
Closed Positions 9 6 +3
Reduced Positions 16 13 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JMSI

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Financial Highlights

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Institutional Holders (2026 Q1)

74 + 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:
Top 25 JMSI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Seeds Investor LLC 1.16% 169,063 $8.5M
2 Ellevest, Inc. 1.02% 147,984 $7.4M
3 Xena Financial Planning, LLC 0.43% 7,593 $378K
4 Fairway Wealth LLC 0.32% 24,420 $1.2M
5 CPC Advisors, LLC 0.26% 32,411 $1.6M
6 First Affirmative Financial Network 0.18% 7,808 $392K
7 Ascentis Independent Advisors 0.18% 48,969 $2.4M
8 Wincap Financial LLC 0.17% 5,250 $261K
9 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% 27,484 $1.4M
10 Skyline Advisors, Inc. 0.16% 9,074 $451K
11 5T Wealth, LLC 0.13% 6,763 $336K
12 Amarillo National Bank 0.12% 14,207 $707K
13 Mission Wealth Management, LP 0.11% 107,445 $5.3M
14 EP Wealth Advisors, LLC 0.10% 404,315 $20.1M
15 Wealth Architects, LLC 0.10% 21,725 $1.1M
16 GeoWealth Management, LLC 0.09% 47,678 $2.4M
17 McNamara Financial Services, Inc. 0.08% 8,062 $401K
18 Financial Network Wealth Advisors LLC 0.05% 1,077 $54K
19 GGM Financial LLC 0.04% 1,798 $89K
20 Modera Wealth Management, LLC 0.04% 60,995 $3.0M
21 Integrated Wealth Concepts LLC 0.03% 87,614 $4.4M
22 Clarity Asset Management, Inc. 0.03% 1,144 $57K
23 Fiduciary Trust Co 0.03% 45,094 $2.2M
24 WealthPlan Investment Management, LLC 0.03% 9,202 $458K
25 PFG Investments, LLC 0.02% 10,660 $530K
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?

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

More buyers than sellers — 67% buying: Last quarter: 51 funds were net buyers (18 opened a brand new position + 33 added to an existing one). Only 25 were sellers (16 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JMSI holders?

Strong quality — 31% AUM from major funds: 12 of 74 holders rank in the top 100 by AUM, accounting for 31% 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 JMSI?

Mixed — 28% long-term, 41% new: Of the 74 current holders: 21 (28%) held >2 years, 23 held 1–2 years, and 30 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 Q1 hedge fund 13F filings?

As of today, JMSI has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), JMSI has gained +0.9% vs +15.9% 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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