Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JMUB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +69
Streak
11Q ▲
Buyers last Q
77%

Smart Money Signals — JMUB

Based on 438 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added JMUB 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
438 hedge funds hold JMUB 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 — +47% more funds vs a year ago

fund count last 6Q
+141 new funds entered over the past year (+47% 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 — 77% buying

335 buying98 selling
Last quarter: 335 funds were net buyers (92 opened a brand new position + 243 added to an existing one). Only 98 were sellers (75 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+34 vs last Q)

new funds entering per quarter
Funds opening a new JMUB position: 37 → 55 → 58 → 92. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 32% long-term, 36% new

■ 32% conviction (2yr+) ■ 32% medium ■ 36% new
Of the 438 current holders: 141 (32%) held >2 years, 141 held 1–2 years, and 156 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.
🚀

Acceleration phase — new buyers rushing in

55 → 37 → 55 → 58 → 92 new funds/Q
New funds entering each quarter: 37 → 55 → 58 → 92. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 26% veterans, 48% new entrants

■ 26% veterans ■ 26% 1-2yr ■ 48% new
Of 438 current holders: 115 (26%) held 2+ years, 112 held 1–2 years, 211 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
17 of 438 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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: JMUB

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

Market Analysis: JMUB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JMUB

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

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 12 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: JMUB
2026 Q1 Stats Unlock in 16 days 438 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 438 369 18.7%
13F Shares 84M 60M 38.03%
Total Value $4.23B $3.02B 40.26%
New Positions 92 58 +34
Increased Positions 243 185 +58
Closed Positions 23 25 -2
Reduced Positions 75 93 -18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JMUB

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Valuation Measures Data as of: --

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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) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

438 + investors

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

Top 25 institutional holders of JMUB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PW ADVISORS, LLC \ FL 11.14% 297,350 $14.9M
2 COLLECTIVE FAMILY OFFICE LLC 8.13% 722,425 $36.1M
3 INVENIO WEALTH PARTNERS LLC 7.55% 380,546 $19.0M
4 21 West Wealth Management LLC 7.12% 153,376 $7.7M
5 Asio Capital, LLC 6.45% 918,139 $45.9M
6 Smith & Howard Wealth Management, LLC 4.85% 448,927 $22.4M
7 ABLE Financial Group, LLC 4.81% 491,448 $24.6M
8 LWM Advisory Services, LLC 4.56% 85,353 $4.3M
9 1900 WEALTH MANAGEMENT LLC 4.51% 1,405,829 $70.3M
10 Hartford Financial Management Inc. 3.62% 284,481 $14.2M
11 HTG Investment Advisors, Inc. 3.37% 236,875 $11.8M
12 Red Mountain Financial, LLC 3.33% 70,711 $3.5M
13 Skyline Advisors, Inc. 2.72% 155,768 $7.8M
14 Shotwell Rutter Baer Inc 2.70% 92,000 $4.6M
15 Leverty Financial Group, LLC 2.70% 244,105 $12.2M
16 Wealth Alliance Advisory Group, LLC 2.51% 316,909 $15.8M
17 FMA Wealth Management, LLC 2.39% 71,753 $3.6M
18 Clear Trail Advisors, LLC 2.37% 285,209 $14.3M
19 Aspen Wealth Management LLC 2.32% 232,191 $11.6M
20 IAG Wealth Partners, LLC 2.31% 413,210 $20.7M
21 Harbor Group, Inc. 2.23% 309,076 $15.5M
22 SILVER OAK WEALTH ADVISORS SERVICES, LLC 2.06% 63,487 $3.2M
23 Keudell/Morrison Wealth Management 2.03% 198,921 $9.9M
24 Rosenberg Matthew Hamilton 1.90% 185,564 $9.3M
25 LOCKERMAN FINANCIAL GROUP, INC. 1.84% 20,455 $1.0M
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 (JMUB)

What does the Smart Money Trend signal show for JMUB?

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

More buyers than sellers — 77% buying: Last quarter: 335 funds were net buyers (92 opened a brand new position + 243 added to an existing one). Only 98 were sellers (75 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JMUB holders?

Strong quality — 33% AUM from major funds: 17 of 438 holders rank in the top 100 by AUM, accounting for 33% 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 JMUB?

Mixed — 32% long-term, 36% new: Of the 438 current holders: 141 (32%) held >2 years, 141 held 1–2 years, and 156 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.