Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JMST)

555 + 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
↑ +9
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — JMST

Based on 561 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
561 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 — +13% more funds vs a year ago

fund count last 6Q
+65 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

301 buying225 selling
Last quarter: 301 funds bought or added vs 225 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 (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 40 → 81 → 59 → 48. 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.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
325 out of 561 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.
💎

Buying through price weakness — shares +5%, value -26%

Value
-25%
Shares
+4%
Last quarter: funds added +5% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~48 new funds/quarter

55 → 40 → 81 → 59 → 48 new funds/Q
New funds entering each quarter: 40 → 81 → 59 → 48. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 26% newcomers

■ 57% veterans ■ 17% 1-2yr ■ 26% new
Entry-cohort mix of 561 holders: 319 (57%) are 2+ year veterans, 97 entered 1–2 years ago, and 145 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
19 of 561 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — JMST

In 2026 Q2, 301 hedge funds were net buyers of JMST (48 opened a new position, 253 added to an existing one), while 225 reduced or exited (186 trimmed, 39 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 30% of total institutional value in JMST 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: 561.

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

-- --

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

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

Signal Freshness measures how much JMST has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 81d ago
JMST
-0.5%
SPY
+2.1%

JMST outperformed SPY by -2.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
JMST
-0.1%
SPY
-1.8%

Since the filing became public, JMST outperformed SPY by +1.7% .

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.

9 top-rated funds 6 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: JMST
555 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 555 552 0.54%
13F Shares 70M 67M 4.65%
Total Value $3.52B $4.75B -25.81%
New Positions 46 59 -13
Increased Positions 251 245 +6
Closed Positions 43 46 -3
Reduced Positions 186 178 +8
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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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

555 + investors

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

QUARTER:
Top 25 JMST holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Global Wealth Management, LLC 13.05% 502,395 $25.6M
2 MY Wealth Management Inc. 5.07% 141,183 $7.2M
3 Salomon & Ludwin, LLC 5.04% 1,202,000 $61.2M
4 Phoenix Wealth Advisors 4.49% 261,094 $13.3M
5 Resonant Capital Advisors, LLC 4.49% 1,841,965 $93.9M
6 Apex Wealth Management, LLC 4.46% 143,272 $7.3M
7 Boothe Investment Group, Inc. 4.41% 274,289 $14.0M
8 Interchange Capital Partners, LLC 3.45% 359,911 $18.4M
9 FSM Wealth Advisors, LLC 2.76% 508,803 $25.9M
10 TFO Wealth Partners, LLC 2.73% 492,234 $25.1M
11 Weatherly Asset Management L. P. 2.64% 727,451 $37.1M
12 Red Mountain Financial, LLC 2.50% 58,443 $3.0M
13 Rosenberg Matthew Hamilton 2.50% 262,671 $13.4M
14 Opal Wealth Advisors, LLC 2.48% 224,850 $11.5M
15 Trust Co 2.45% 532,294 $27.1M
16 Mbm Wealth Consultants, LLC 2.42% 245,679 $12.5M
17 Whitegate Investment Counselors, Inc. 2.39% 164,442 $8.4M
18 IF Advisors, LLC 2.31% 69,000 $3.5M
19 Auxano Advisors, LLC 2.29% 237,243 $12.1M
20 Mainsail Financial Group, LLC 2.23% 128,461 $6.6M
21 Perspective Wealth Advisors LLC 2.02% 71,896 $3.7M
22 Quantify Chaos Advisors, LLC 1.97% 13,727 $700K
23 Elmwood Wealth Management, Inc. 1.91% 149,352 $7.6M
24 Bridgewater Advisors Inc. 1.88% 678,796 $34.5M
25 Global Strategic Investment Solutions, LLC 1.85% 409,414 $20.9M
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 — 3 quarters in a row: For 3 consecutive quarters, 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?

Slight buying edge — 57% buying: Last quarter: 301 funds bought or added vs 225 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 JMST holders?

Strong quality — 30% AUM from major funds: 19 of 561 holders rank in the top 100 by AUM, accounting for 30% 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 JMST?

58% of holders stayed for 2+ years: 325 out of 561 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.

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

As of today, JMST has moved -0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.7%. Since the quarter end (June 30, 2026), JMST has gained -0.5% 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.

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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