JPHY Hedge Fund Ownership (Q2 2026)

J P Morgan Exchange Traded F (JPHY)

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

Smart Money Signals — JPHY

Based on 25 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q

For 4 consecutive quarters, more hedge funds added JPHY 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

25 hedge funds hold JPHY right now — the highest count in 1.2 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 — +400% more funds vs a year ago

fund count last 5Q

+20 new funds entered over the past year (+400% 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. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 72% buying

21 buying8 selling

Last quarter: 21 funds were net buyers (13 opened a brand new position + 8 added to an existing one). Only 8 were sellers (2 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter

Funds opening a new JPHY position: 5 → 10 → 7 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 80% entered in last year

■ 0% conviction (2yr+) ■ 20% medium ■ 80% new

Only 0 funds (0%) 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

5 → 10 → 7 → 13 new funds/Q

New funds entering each quarter: 5 → 10 → 7 → 13. A growing number of institutions are discovering JPHY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 25 current holders: 25 (100%) entered in the past year, only 0 (0%) 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.

🏆

Elite ownership — 94% AUM from top-100 funds

94% from top-100 AUM funds

6 of 25 holders are among the 100 largest funds by AUM, controlling 94% of total institutional value in JPHY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

7.0

out of 10

High Exit Risk

Exit risk score 7.0/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	25	18	38.89%
13F Shares	44M	42M	4.97%
Total Value	$2.20B	$2.08B	5.62%
New Positions	13	7	+6
Increased Positions	8	7	+1
Closed Positions	6	5	+1
Reduced Positions	2	2	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

38.89%

13F Shares

44M

42M

4.97%

Total Value

$2.20B

$2.08B

5.62%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q3)

25 + investors

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

QUARTER:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 23 JPHY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	CMH Wealth Management LLC	4.19%	570,472	$27.8M
2	Prevail Innovative Wealth Advisors, LLC	0.82%	130,854	$6.4M
3	Benjamin Edwards Inc	0.25%	579,691	$28.3M
4	Cadent Capital Advisors, LLC	0.08%	8,097	$395K
5	State of New Jersey Common Pension Fund D	0.08%	500,000	$24.4M
6	Independent Financial Group, LLC	0.03%	36,775	$1.8M
7	Assetmark, Inc	0.02%	302,109	$14.7M
8	Principal Securities, INC.	0.02%	36,443	$1.8M
9	Sei Investments Co	0.02%	460,274	$22.4M
10	Meriwether Wealth & Planning, LLC	0.01%	426	$21K
11	Concurrent Investment Advisors, LLC	0.01%	25,727	$1.3M
12	Jpmorgan Chase & Co	0.00%	1,128,364	$55.1M
13	DHJJ Financial Advisors, Ltd.	0.00%	117	$6K
14	Farther Finance Advisors, LLC	0.00%	4,443	$217K
15	Continuum Advisory, LLC	0.00%	345	$17K
16	Kestra Advisory Services, LLC	0.00%	4,542	$221K
17	Rossby Financial, LCC	0.00%	86	$4K
18	Jones Financial Companies Lllp	0.00%	12,727	$625K
19	Jane Street Group, LLC	0.00%	49,056	$2.4M
20	LPL Financial LLC	0.00%	14,399	$702K
21	AE Wealth Management LLC	0.00%	100	$5K
22	UBS Group AG	0.00%	1,178	$57K
23	Morgan Stanley	0.00%	900	$44K

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 (JPHY)

What does the Smart Money Trend signal show for JPHY?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added JPHY 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 JPHY?

More buyers than sellers — 72% buying: Last quarter: 21 funds were net buyers (13 opened a brand new position + 8 added to an existing one). Only 8 were sellers (2 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPHY holders?

Elite ownership — 94% AUM from top-100 funds: 6 of 25 holders are among the 100 largest funds by AUM, controlling 94% of total institutional value in JPHY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JPHY?

Mostly new holders — 80% entered in last year: Only 0 funds (0%) 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.

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J P Morgan Exchange Traded F (JPHY)

Smart Money Signals — JPHY

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +400% more funds vs a year ago

More buyers than sellers — 72% buying

More new buyers each quarter (+6 vs last Q)

Mostly new holders — 80% entered in last year

Growing discovery — still being found

Early stage — 100% of holders entered in last year

Elite ownership — 94% AUM from top-100 funds

Institutional Sentiment Summary — JPHY

Hedge Fund Ownership: JPHY

Market Analysis: JPHY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JPHY

Hedge Fund Positioning: JPHY

Statistics: JPHY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — J P Morgan Exchange Traded F (JPHY)

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