Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPIB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
6Q ▲
Buyers last Q
72%

Smart Money Signals — JPIB

Based on 231 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added JPIB 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
231 hedge funds hold JPIB 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 — +82% more funds vs a year ago

fund count last 6Q
+104 new funds entered over the past year (+82% 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 — 72% buying

168 buying64 selling
Last quarter: 168 funds were net buyers (40 opened a brand new position + 128 added to an existing one). Only 64 were sellers (47 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~40 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 36 → 44 → 42 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 39% new

■ 35% conviction (2yr+) ■ 26% medium ■ 39% new
Of the 231 current holders: 81 (35%) held >2 years, 60 held 1–2 years, and 90 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~40 new funds/quarter

20 → 36 → 44 → 42 → 40 new funds/Q
New funds entering each quarter: 36 → 44 → 42 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 37% veterans, 48% new entrants

■ 37% veterans ■ 14% 1-2yr ■ 48% new
Of 231 current holders: 86 (37%) held 2+ years, 33 held 1–2 years, 112 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
14 of 231 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — JPIB

In 2026 Q1, 168 hedge funds were net buyers of JPIB (40 opened a new position, 128 added to an existing one), while 64 reduced or exited (47 trimmed, 17 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 231.

Hedge Fund Ownership: JPIB

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

Market Analysis: JPIB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPIB

-- --

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

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

Signal Freshness measures how much JPIB 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
JPIB
+1.2%
SPY
+13.9%

JPIB outperformed SPY by -12.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
JPIB
+1.8%
SPY
+0.2%

Since the filing became public, JPIB outperformed SPY by +1.6% .

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.

6 top-rated funds 12 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: JPIB
230 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 230 208 10.58%
13F Shares 29M 22M 34.08%
Total Value $1.35B $1.06B 27.85%
New Positions 40 42 -2
Increased Positions 128 112 +16
Closed Positions 18 15 +3
Reduced Positions 46 41 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPIB

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Institutional Holders (2026 Q1)

230 + investors

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

QUARTER:
Top 25 JPIB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Midwest Financial Partners Investments, Inc. 11.56% 455,947 $21.8M
2 Rice Partnership, LLC 9.74% 1,490,968 $71.3M
3 FSM Wealth Advisors, LLC 7.16% 1,164,888 $55.7M
4 Ade, LLC 6.84% 298,475 $14.3M
5 ForthRight Wealth Management, LLC 5.72% 421,698 $20.2M
6 Peak Financial Management, Inc. 4.18% 344,083 $16.5M
7 Broadway Wealth Solutions, Inc. 3.78% 152,731 $7.3M
8 Refined Wealth Management 3.52% 116,594 $5.6M
9 Hughes Financial Services, LLC 3.32% 451,493 $21.6M
10 Treasure Coast Financial Planning 3.31% 134,402 $6.4M
11 Avantax Planning Partners, Inc. 3.19% 2,433,536 $116.4M
12 Acima Private Wealth, LLC 3.17% 211,048 $10.1M
13 Winter & Associates, Inc. 2.94% 70,368 $3.4M
14 Goldstone Financial Group, LLC 2.79% 538,595 $25.8M
15 Philadelphia Investment Partners, LLC 2.74% 84,209 $4.0M
16 Econ Financial Services Corp 2.64% 119,109 $5.7M
17 Marmo Financial Group, LLC 2.61% 109,996 $5.3M
18 Power Wealth Management LLC 2.53% 142,145 $6.8M
19 White & Co Financial Planning Inc 2.39% 71,097 $3.4M
20 Sonoma Allocations LLC 2.34% 142,252 $6.8M
21 Tidemark, LLC 2.20% 181,269 $8.7M
22 Windsor Capital Management, LLC 2.04% 151,601 $7.2M
23 Cadent Capital Advisors, LLC 1.98% 160,223 $7.7M
24 Spectrum Wealth Advisory Group, LLC 1.63% 91,892 $4.4M
25 Destiny Wealth Partners, LLC 1.63% 311,935 $14.9M
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 (JPIB)

What does the Smart Money Trend signal show for JPIB?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added JPIB 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 JPIB?

More buyers than sellers — 72% buying: Last quarter: 168 funds were net buyers (40 opened a brand new position + 128 added to an existing one). Only 64 were sellers (47 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPIB holders?

Smaller funds dominant — 16% AUM from top-100: 14 of 231 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JPIB?

Mixed — 35% long-term, 39% new: Of the 231 current holders: 81 (35%) held >2 years, 60 held 1–2 years, and 90 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, JPIB has moved +1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.6%. Since the quarter end (March 31, 2026), JPIB has gained +1.2% 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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