Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPEM)

123 + 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
↑ +12
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — JPEM

Based on 124 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added JPEM 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 JPEM 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.
📶

Steady growth — +9% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

63 buying53 selling
Last quarter: 63 funds bought or added vs 53 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new JPEM position: 15 → 6 → 15 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 23% medium ■ 15% new
76 out of 124 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.
🚀

Acceleration phase — new buyers rushing in

11 → 15 → 6 → 15 → 23 new funds/Q
New funds entering each quarter: 15 → 6 → 15 → 23. 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.
🏛️

Veteran-anchored — 62% veterans vs 19% newcomers

■ 62% veterans ■ 19% 1-2yr ■ 19% new
Entry-cohort mix of 124 holders: 77 (62%) are 2+ year veterans, 23 entered 1–2 years ago, and 24 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
18 of 124 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 63 hedge funds were net buyers of JPEM (23 opened a new position, 40 added to an existing one), while 53 reduced or exited (42 trimmed, 11 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 35% of total institutional value in JPEM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 124.

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

-- --

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

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

Signal Freshness measures how much JPEM 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 · 79d ago
JPEM
+4.2%
SPY
+13.9%

JPEM outperformed SPY by -9.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
JPEM
+0.9%
SPY
+0.2%

Since the filing became public, JPEM outperformed SPY by +0.7% .

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 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: JPEM
123 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 123 112 9.82%
13F Shares 5M 5M -4.19%
Total Value $284M $294M -3.47%
New Positions 22 15 +7
Increased Positions 40 52 -12
Closed Positions 11 8 +3
Reduced Positions 42 31 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPEM

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

123 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SAM Advisors, LLC 3.84% 197,195 $12.3M
2 American Money Management, LLC 1.87% 190,437 $11.8M
3 Birchwood Financial Partners, Inc. 1.73% 28,840 $1.8M
4 RHS Financial, LLC 1.51% 51,321 $3.2M
5 Tactive Advisors, LLC 1.34% 76,635 $4.8M
6 KWB Wealth 0.96% 159,191 $9.7M
7 Tiemann Investment Advisors, LLC 0.91% 37,165 $2.3M
8 Strategic Financial Concepts, LLC 0.81% 52,872 $3.3M
9 Schiavi & Co LLC 0.80% 43,208 $2.7M
10 Contango Wealth Management LLC 0.75% 10,391 $646K
11 BKM Wealth Management, LLC 0.72% 31,826 $2.0M
12 Accel Wealth Management 0.55% 33,883 $2.1M
13 Cedar Point Capital Partners, LLC 0.42% 10,491 $652K
14 Shepherd Kaplan Krochuk, LLC 0.35% 6,663 $414K
15 5T Wealth, LLC 0.33% 13,254 $823K
16 Linscomb Wealth, Inc. 0.32% 116,015 $7.2M
17 Avestar Capital, LLC 0.27% 67,252 $4.2M
18 Bond & Devick Financial Network, Inc. 0.25% 14,151 $879K
19 Berger Financial Group, Inc 0.24% 69,752 $4.3M
20 Wealthedge Investment Advisors, LLC 0.24% 10,479 $651K
21 Barnes Pettey Financial Advisors, LLC 0.22% 8,236 $512K
22 Avantax Planning Partners, Inc. 0.21% 123,594 $7.7M
23 Jacobi Capital Management LLC 0.19% 54,393 $3.4M
24 Kelly Financial Group LLC 0.18% 11,723 $728K
25 Signet Financial Management, LLC 0.15% 21,467 $1.3M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added JPEM 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 JPEM?

Slight buying edge — 54% buying: Last quarter: 63 funds bought or added vs 53 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 JPEM holders?

Strong quality — 35% AUM from major funds: 18 of 124 holders rank in the top 100 by AUM, accounting for 35% 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?

61% of holders stayed for 2+ years: 76 out of 124 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.

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

As of today, JPEM has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.7%. Since the quarter end (March 31, 2026), JPEM has gained +4.2% 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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