Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JPEF)

113 + 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
↑ +2
Streak
10Q ▲
Buyers last Q
60%

Smart Money Signals — JPEF

Based on 113 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
113 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 — +27% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+27% 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 — 60% buying

65 buying44 selling
Last quarter: 65 funds were net buyers (12 opened a brand new position + 53 added to an existing one). Only 44 were sellers (34 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 12 → 15 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 23% entered in last year

■ 14% conviction (2yr+) ■ 63% medium ■ 23% new
Only 16 funds (14%) 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.
📊

Peak discovery — momentum slowing

37 → 21 → 12 → 15 → 12 new funds/Q
New funds entering each quarter: 21 → 12 → 15 → 12. JPEF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 57% of holders entered in last year

■ 14% veterans ■ 29% 1-2yr ■ 57% new
Of 113 current holders: 64 (57%) entered in the past year, only 16 (14%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
12 of 113 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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: 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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: JPEF
2026 Q1 Stats Unlock in 15 days 113 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 113 111 1.8%
13F Shares 11M 11M 2.14%
Total Value $835M $811M 3.06%
New Positions 12 15 -3
Increased Positions 53 35 +18
Closed Positions 10 6 +4
Reduced Positions 34 42 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPEF

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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
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Institutional Holders (2026 Q1)

113 + investors

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

Top 25 institutional holders of JPEF — 2025 Q4 · 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 CASTLE WEALTH MANAGEMENT LLC 1.63% 69,902 $5.0M
5 NOVEM GROUP 1.33% 162,249 $11.7M
6 Investment Planning Advisors, Inc. 1.30% 65,573 $4.7M
7 Morangie Management LLC 0.99% 15,020 $1.1M
8 Willow Financial LLC 0.83% 11,354 $815K
9 First Citizens Financial Corp 0.59% 17,443 $1.3M
10 SFG Wealth Management, LLC. 0.47% 15,866 $1.1M
11 MBL Wealth, LLC 0.41% 74,642 $5.4M
12 CORA CAPITAL ADVISORS LLC 0.40% 16,970 $1.2M
13 5T Wealth, LLC 0.36% 12,846 $922K
14 Stratos Wealth Partners, LTD. 0.29% 349,984 $25.1M
15 Ignite Planners, LLC 0.24% 22,089 $1.6M
16 NORTHLAND SECURITIES, INC. 0.21% 3,124 $224K
17 Southland Equity Partners LLC 0.21% 14,975 $1.1M
18 FIFTH THIRD SECURITIES, INC. 0.17% 36,270 $2.6M
19 Mayflower Financial Advisors, LLC 0.16% 18,183 $1.3M
20 MML INVESTORS SERVICES, LLC 0.13% 673,133 $48.3M
21 Capital Advisors, Ltd. LLC 0.12% 15,027 $1K
22 Capital Advisors Wealth Management, LLC 0.12% 12,376 $889K
23 Atlas Private Wealth Advisors 0.12% 6,965 $500K
24 CARY STREET PARTNERS FINANCIAL LLC 0.11% 61,960 $4.4M
25 IFP Advisors, Inc 0.07% 49,576 $3.6M
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 (JPEF)

What does the Smart Money Trend signal show for JPEF?

Buying streak — 10 quarters in a row: For 10 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?

More buyers than sellers — 60% buying: Last quarter: 65 funds were net buyers (12 opened a brand new position + 53 added to an existing one). Only 44 were sellers (34 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPEF holders?

Strong quality — 20% AUM from major funds: 12 of 113 holders rank in the top 100 by AUM, accounting for 20% 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 — 23% entered in last year: Only 16 funds (14%) 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.

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.