Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPEM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — JPEM

Based on 115 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JPEM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
115 funds currently hold this stock — 93% of the 3.0-year high of 124 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JPEM is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

58 buying61 selling
Last quarter: 61 funds reduced or exited vs 58 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 15 → 23 → 12. 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.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 22% medium ■ 14% new
74 out of 115 hedge funds have held JPEM 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.
📈

Growing discovery — still being found

16 → 6 → 15 → 23 → 12 new funds/Q
New funds entering each quarter: 6 → 15 → 23 → 12. A growing number of institutions are discovering JPEM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 18% newcomers

■ 68% veterans ■ 14% 1-2yr ■ 18% new
Entry-cohort mix of 115 holders: 78 (68%) are 2+ year veterans, 16 entered 1–2 years ago, and 21 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
18 of 115 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — JPEM

In 2026 Q2, 58 hedge funds were net buyers of JPEM (12 opened a new position, 46 added to an existing one), while 61 reduced or exited (40 trimmed, 21 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 37% of total institutional value in JPEM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 115.

Hedge Fund Ownership: JPEM

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

Market Analysis: JPEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPEM

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: JPEM
114 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 114 124 -8.06%
13F Shares 5M 5M 1.37%
Total Value $290M $284M 2.01%
New Positions 11 23 -12
Increased Positions 46 40 +6
Closed Positions 21 12 +9
Reduced Positions 40 42 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPEM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

114 + investors

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

QUARTER:
Top 25 JPEM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SAM Advisors, LLC 3.45% 201,299 $12.6M
2 American Money Management, LLC 1.77% 196,972 $12.4M
3 Birchwood Financial Partners, Inc. 1.52% 29,577 $1.9M
4 RHS Financial, LLC 1.05% 41,397 $2.6M
5 Tiemann Investment Advisors, LLC 0.84% 36,960 $2.3M
6 KWB Wealth 0.84% 156,463 $9.8M
7 Schiavi & Co LLC 0.81% 49,032 $3.1M
8 BKM Wealth Management, LLC 0.48% 21,438 $1.3M
9 Tactive Advisors, LLC 0.43% 27,970 $1.8M
10 Cedar Point Capital Partners, LLC 0.32% 8,947 $562K
11 Accel Wealth Management 0.32% 22,336 $1.4M
12 Shepherd Kaplan Krochuk, LLC 0.30% 6,078 $382K
13 Linscomb Wealth, Inc. 0.30% 108,749 $6.8M
14 Avestar Capital, LLC 0.25% 71,243 $4.5M
15 5T Wealth, LLC 0.23% 9,641 $605K
16 Bond & Devick Financial Network, Inc. 0.22% 14,151 $888K
17 Berger Financial Group, Inc 0.22% 68,223 $4.3M
18 Strategic Financial Concepts, LLC 0.22% 11,595 $728K
19 Avantax Planning Partners, Inc. 0.20% 127,408 $8.0M
20 Wealthedge Investment Advisors, LLC 0.19% 8,883 $558K
21 Jacobi Capital Management LLC 0.18% 59,240 $3.7M
22 Thor Investment Management Inc /Oh/ /Adv 0.18% 3,905 $204K
23 Barnes Pettey Financial Advisors, LLC 0.17% 8,507 $534K
24 Stonehaven Wealth & Tax Solutions, LLC 0.16% 3,246 $204K
25 Kelly Financial Group LLC 0.16% 11,246 $706K
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 (JPEM)

What does the Smart Money Trend signal show for JPEM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JPEM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JPEM?

More sellers than buyers — 49% buying: Last quarter: 61 funds reduced or exited vs 58 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JPEM holders?

Strong quality — 37% AUM from major funds: 18 of 115 holders rank in the top 100 by AUM, accounting for 37% 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 JPEM?

64% of holders stayed for 2+ years: 74 out of 115 hedge funds have held JPEM 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.

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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