Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JMUB)

483 + 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
↑ +18
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — JMUB

Based on 488 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 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
488 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 — +51% more funds vs a year ago

fund count last 6Q
+165 new funds entered over the past year (+51% 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

324 buying157 selling
Last quarter: 324 funds were net buyers (62 opened a brand new position + 262 added to an existing one). Only 157 were sellers (113 trimmed + 44 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-39 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 58 → 64 → 101 → 62. 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 — 35% long-term, 35% new

■ 35% conviction (2yr+) ■ 30% medium ■ 35% new
Of the 488 current holders: 170 (35%) held >2 years, 145 held 1–2 years, and 173 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.
📈

Growing discovery — still being found

43 → 58 → 64 → 101 → 62 new funds/Q
New funds entering each quarter: 58 → 64 → 101 → 62. A growing number of institutions are discovering JMUB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 32% veterans, 47% new entrants

■ 32% veterans ■ 21% 1-2yr ■ 47% new
Of 488 current holders: 158 (32%) held 2+ years, 103 held 1–2 years, 227 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
21 of 488 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — JMUB

In 2026 Q1, 324 hedge funds were net buyers of JMUB (62 opened a new position, 262 added to an existing one), while 157 reduced or exited (113 trimmed, 44 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 28% of total institutional value in JMUB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 488.

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

-- --

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

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

Signal Freshness measures how much JMUB 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 · 80d ago
JMUB
nan%
SPY
+13.9%

JMUB outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
JMUB
nan%
SPY
+0.2%

Since the filing became public, JMUB outperformed SPY by nan% .

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 14 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: JMUB
483 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 483 470 2.77%
13F Shares 84M 85M -0.82%
Total Value $4.13B $4.29B -3.6%
New Positions 58 101 -43
Increased Positions 261 258 +3
Closed Positions 45 23 +22
Reduced Positions 113 81 +32
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JMUB

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Financial Highlights

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Institutional Holders (2026 Q1)

483 + investors

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

QUARTER:
Top 25 JMUB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nolet Wealth Management, LLC 13.34% 468,963 $23.4M
2 Pw Advisors, LLC \ Fl 11.14% 297,350 $14.9M
3 G2 Capital Management, LLC / Oh 9.70% 797,923 $39.9M
4 Immaculate Wealth Management LLC 9.09% 23,003 $1.1M
5 Meeder Advisory Services, Inc. 8.91% 4,262,379 $213.1M
6 Collective Family Office LLC 8.13% 722,425 $36.1M
7 Invenio Wealth Partners LLC 7.55% 380,546 $19.0M
8 21 West Wealth Management LLC 7.12% 153,376 $7.7M
9 Asio Capital, LLC 6.45% 918,139 $45.9M
10 Smith & Howard Wealth Management, LLC 4.85% 448,927 $22.4M
11 ABLE Financial Group, LLC 4.81% 491,448 $24.6M
12 LWM Advisory Services, LLC 4.56% 85,353 $4.3M
13 1900 Wealth Management LLC 4.51% 1,405,829 $70.3M
14 Hartford Financial Management Inc. 3.62% 284,481 $14.2M
15 HTG Investment Advisors, Inc. 3.37% 236,875 $11.8M
16 Red Mountain Financial, LLC 3.33% 70,711 $3.5M
17 Keyvantage Wealth, LLC 3.09% 140,510 $7.0M
18 Lebenthal Global Advisors, LLC 2.75% 378,881 $18.9M
19 Skyline Advisors, Inc. 2.72% 155,768 $7.8M
20 Shotwell Rutter Baer Inc 2.70% 92,000 $4.6M
21 Leverty Financial Group, LLC 2.70% 244,105 $12.2M
22 Boulder Wealth Advisors, LLC 2.59% 130,149 $6.5M
23 Wealth Alliance Advisory Group, LLC 2.51% 316,909 $15.8M
24 CFO4Life Group, LLC 2.48% 325,661 $16.3M
25 Dodds Wealth, LLC 2.48% 202,206 $10.1M
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 — 67% buying: Last quarter: 324 funds were net buyers (62 opened a brand new position + 262 added to an existing one). Only 157 were sellers (113 trimmed + 44 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JMUB holders?

Strong quality — 28% AUM from major funds: 21 of 488 holders rank in the top 100 by AUM, accounting for 28% 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 — 35% long-term, 35% new: Of the 488 current holders: 170 (35%) held >2 years, 145 held 1–2 years, and 173 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 (JMUB) following the 2026 Q1 hedge fund 13F filings?

As of today, JMUB has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), JMUB has gained nan% vs +13.9% 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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