Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPEF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
11Q ▲
Buyers last Q
50%

Smart Money Signals — JPEF

Based on 124 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 JPEF 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
124 hedge funds hold JPEF 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 — +22% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+22% 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.
🟡

Slight buying edge — 50% buying

61 buying60 selling
Last quarter: 61 funds bought or added vs 60 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.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new JPEF position: 14 → 15 → 13 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 29% entered in last year

■ 17% conviction (2yr+) ■ 54% medium ■ 29% new
Only 21 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

21 → 14 → 15 → 13 → 24 new funds/Q
New funds entering each quarter: 14 → 15 → 13 → 24. A growing number of institutions are discovering JPEF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 15% veterans, 48% new entrants

■ 15% veterans ■ 38% 1-2yr ■ 48% new
Of 124 current holders: 18 (15%) held 2+ years, 47 held 1–2 years, 59 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
10 of 124 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — JPEF

In 2026 Q1, 61 hedge funds were net buyers of JPEF (24 opened a new position, 37 added to an existing one), while 60 reduced or exited (42 trimmed, 18 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 24% of total institutional value in JPEF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 124.

Hedge Fund Ownership: JPEF

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

Market Analysis: JPEF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPEF

-- --

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

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

Signal Freshness measures how much JPEF 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 · 82d ago
JPEF
+11.6%
SPY
+15.1%

JPEF outperformed SPY by -3.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
JPEF
-0.1%
SPY
+1.3%

Since the filing became public, JPEF outperformed SPY by -1.4% .

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 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: JPEF
120 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 120 118 1.69%
13F Shares 13M 11M 17.76%
Total Value $939M $842M 11.54%
New Positions 22 13 +9
Increased Positions 37 54 -17
Closed Positions 20 10 +10
Reduced Positions 40 34 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPEF

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Institutional Holders (2026 Q1)

120 + investors

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

QUARTER:
Top 25 JPEF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Balance Wealth, LLC 5.99% 268,448 $19.3M
2 Leverty Financial Group, LLC 5.39% 339,216 $24.4M
3 Avantax Planning Partners, Inc. 3.52% 1,787,833 $128.4M
4 Contango Wealth Management LLC 3.24% 38,563 $2.8M
5 Beaumont Financial Advisors, LLC 1.94% 392,979 $28.2M
6 Castle Wealth Management LLC 1.63% 69,902 $5.0M
7 Novem Group 1.33% 162,249 $11.7M
8 Investment Planning Advisors, Inc. 1.30% 65,573 $4.7M
9 Moneco Advisors, LLC 1.22% 219,224 $15.7M
10 Flagship Wealth Advisors, LLC 1.13% 37,321 $2.6M
11 Morangie Management LLC 0.99% 15,020 $1.1M
12 Willow Financial LLC 0.83% 11,354 $815K
13 Magnolia Capital Advisors LLC 0.82% 58,383 $4.2M
14 Cozad Asset Management Inc 0.79% 139,217 $10.0M
15 First Citizens Financial Corp 0.59% 17,443 $1.3M
16 SFG Wealth Management, LLC. 0.47% 15,866 $1.1M
17 D L Carlson Investment Group Inc 0.45% 36,808 $2.6M
18 MBL Wealth, LLC 0.41% 74,642 $5.4M
19 Cora Capital Advisors LLC 0.40% 16,970 $1.2M
20 5T Wealth, LLC 0.36% 12,846 $922K
21 Prosperity Financial Group, Inc. 0.33% 12,603 $905K
22 Herold Advisors, Inc. 0.33% 20,965 $1.5M
23 Stratos Wealth Partners, LTD. 0.29% 349,984 $25.1M
24 Ignite Planners, LLC 0.24% 22,089 $1.6M
25 Integrity Wealth Advisors, INC. 0.24% 5,555 $399K
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 (JPEF)

What does the Smart Money Trend signal show for JPEF?

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

Slight buying edge — 50% buying: Last quarter: 61 funds bought or added vs 60 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 JPEF holders?

Strong quality — 24% AUM from major funds: 10 of 124 holders rank in the top 100 by AUM, accounting for 24% 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 JPEF?

Mostly new holders — 29% entered in last year: Only 21 funds (17%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy J P Morgan Exchange Traded F (JPEF) following the 2026 Q1 hedge fund 13F filings?

As of today, JPEF has moved -0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), JPEF has gained +11.6% vs +15.1% 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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