Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JMST)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — JMST

Based on 513 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JMST 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
513 hedge funds hold JMST 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.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

304 buying187 selling
Last quarter: 304 funds were net buyers (69 opened a brand new position + 235 added to an existing one). Only 187 were sellers (154 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+30 vs last Q)

new funds entering per quarter
Funds opening a new JMST position: 60 → 52 → 39 → 69. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 26% medium ■ 19% new
278 out of 513 hedge funds have held JMST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~69 new funds/quarter

65 → 60 → 52 → 39 → 69 new funds/Q
New funds entering each quarter: 60 → 52 → 39 → 69. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 18% 1-2yr ■ 28% new
Of 513 current holders: 281 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
16 of 513 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Hedge Fund Ownership: JMST

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

Market Analysis: JMST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JMST

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

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 6 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: JMST
2026 Q1 Stats Unlock in 22 days 513 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 513 477 7.55%
13F Shares 62M 60M 3.65%
Total Value $4.59B $4.45B 3.29%
New Positions 69 39 +30
Increased Positions 235 243 -8
Closed Positions 33 45 -12
Reduced Positions 154 151 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JMST

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

513 + investors

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

Top 25 institutional holders of JMST — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Global Wealth Management, LLC 14.53% 522,708 $26.6M
2 Apex Wealth Management, LLC 4.96% 141,714 $7.2M
3 Phoenix Wealth Advisors 4.13% 204,966 $10.4M
4 Interchange Capital Partners, LLC 3.52% 218,999 $11.1M
5 FSM Wealth Advisors, LLC 3.13% 477,125 $24.3M
6 WEATHERLY ASSET MANAGEMENT L. P. 3.00% 726,586 $37.0M
7 Whitegate Investment Counselors, Inc. 2.82% 174,007 $8.9M
8 Rosenberg Matthew Hamilton 2.82% 269,504 $13.7M
9 MBM WEALTH CONSULTANTS, LLC 2.77% 236,555 $12.1M
10 Opal Wealth Advisors, LLC 2.51% 217,995 $11.1M
11 Trust Co 2.49% 520,494 $26.5M
12 Elmwood Wealth Management, Inc. 2.08% 147,221 $7.5M
13 Mainsail Financial Group, LLC 1.96% 92,043 $4.7M
14 WEBSTERROGERS FINANCIAL ADVISORS, LLC 1.83% 125,731 $6.4M
15 Invariant Investment Management 1.80% 57,539 $2.9M
16 Aspen Wealth Management LLC 1.67% 164,010 $8.4M
17 McNamara Financial Services, Inc. 1.59% 164,302 $8.4M
18 NavPoint Financial, Inc. 1.58% 76,717 $3.9M
19 Able Wealth Management LLC 1.55% 113,551 $5.8M
20 Great Point Wealth Advisors, LLC 1.53% 162,955 $8.3M
21 IMZ Advisory Inc 1.51% 78,389 $4.0M
22 Laurel Wealth Planning LLC 1.51% 56,001 $2.9M
23 Oak Harvest Investment Services 1.44% 270,542 $13.8M
24 Oasis Advisors, LLC 1.23% 45,542 $2.3M
25 LPWM LLC 1.15% 89,453 $4.6M
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 (JMST)

What does the Smart Money Trend signal show for JMST?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JMST 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 JMST?

More buyers than sellers — 62% buying: Last quarter: 304 funds were net buyers (69 opened a brand new position + 235 added to an existing one). Only 187 were sellers (154 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JMST holders?

Smaller funds dominant — 18% AUM from top-100: 16 of 513 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JMST?

54% of holders stayed for 2+ years: 278 out of 513 hedge funds have held JMST for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.