JPIB Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy J P Morgan Exchange Traded F (JPIB) following the 2026 Q2 hedge fund 13F filings?

As of today, JPIB has moved -1.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (June 30, 2026), JPIB gained -2.6% vs +2.3% 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.

J P Morgan Exchange Traded F (JPIB)

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

Smart Money Signals — JPIB

Based on 247 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 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

247 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 — +59% more funds vs a year ago

fund count last 6Q

+92 new funds entered over the past year (+59% 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 — 69% buying

176 buying79 selling

Last quarter: 176 funds were net buyers (37 opened a brand new position + 139 added to an existing one). Only 79 were sellers (56 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~37 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 44 → 43 → 42 → 37. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 34% long-term, 33% new

■ 34% conviction (2yr+) ■ 33% medium ■ 33% new

Of the 247 current holders: 84 (34%) held >2 years, 82 held 1–2 years, and 81 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 — ~37 new funds/quarter

37 → 44 → 43 → 42 → 37 new funds/Q

New funds entering each quarter: 44 → 43 → 42 → 37. Consistent flow of new institutional buyers without clear acceleration or slowdown.

📊

Mixed cohorts — 36% veterans, 48% new entrants

■ 36% veterans ■ 16% 1-2yr ■ 48% new

Of 247 current holders: 89 (36%) held 2+ years, 40 held 1–2 years, 118 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds

13 of 246 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.5

out of 10

Moderate Exit Risk

Exit risk score 4.5/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	246	233	5.58%
13F Shares	32M	29M	9.83%
Total Value	$1.54B	$1.36B	13.84%
New Positions	37	42	-5
Increased Positions	139	128	+11
Closed Positions	23	18	+5
Reduced Positions	56	47	+9
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

246

233

5.58%

13F Shares

32M

29M

9.83%

Total Value

$1.54B

$1.36B

13.84%

New Positions

-5

Increased Positions

139

128

+11

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

246 + 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:

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

Top 25 JPIB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Midwest Financial Partners Investments, Inc.	9.69%	482,644	$23.3M
2	Rice Partnership, LLC	9.54%	1,625,600	$78.6M
3	FSM Wealth Advisors, LLC	7.10%	1,379,133	$66.7M
4	Ade, LLC	6.26%	306,297	$14.8M
5	ForthRight Wealth Management, LLC	5.64%	455,739	$22.0M
6	Kroeger Financial Partners	5.11%	109,337	$5.3M
7	Winter & Associates, Inc.	4.54%	125,022	$6.0M
8	Peak Financial Management, Inc.	3.97%	357,597	$17.3M
9	Broadway Wealth Solutions, Inc.	3.74%	165,627	$8.0M
10	Refined Wealth Management	3.48%	119,352	$5.8M
11	Hughes Financial Services, LLC	3.17%	495,030	$23.9M
12	Treasure Coast Financial Planning	3.16%	133,875	$6.5M
13	Avantax Planning Partners, Inc.	3.03%	2,518,715	$121.8M
14	Acima Private Wealth, LLC	3.02%	215,439	$10.4M
15	Econ Financial Services Corp	2.85%	126,038	$6.1M
16	Philadelphia Investment Partners, LLC	2.82%	93,538	$4.5M
17	Hills Bank & Trust Co	2.60%	1,265,473	$61.2M
18	Goldstone Financial Group, LLC	2.50%	566,365	$27.4M
19	Power Wealth Management LLC	2.38%	143,496	$6.9M
20	White & Co Financial Planning Inc	2.33%	77,901	$3.8M
21	Sonoma Allocations LLC	2.25%	150,342	$7.3M
22	Windsor Capital Management, LLC	1.93%	153,939	$7.4M
23	AllGen Financial Advisors, Inc.	1.77%	155,997	$7.5M
24	Manske Wealth Management	1.74%	144,822	$7.0M
25	Croban	1.68%	78,946	$3.8M

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 — 7 quarters in a row: For 7 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 — 69% buying: Last quarter: 176 funds were net buyers (37 opened a brand new position + 139 added to an existing one). Only 79 were sellers (56 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPIB holders?

Smaller funds dominant — 15% AUM from top-100: 13 of 246 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JPIB?

Mixed — 34% long-term, 33% new: Of the 247 current holders: 84 (34%) held >2 years, 82 held 1–2 years, and 81 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 Q2 hedge fund 13F filings?

As of today, JPIB has moved -1.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (June 30, 2026), JPIB has gained -2.6% vs +2.3% 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.

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J P Morgan Exchange Traded F (JPIB)

Smart Money Signals — JPIB

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +59% more funds vs a year ago

More buyers than sellers — 69% buying

Steady new buyers — ~37 new funds per quarter

Mixed — 34% long-term, 33% new

Steady discovery — ~37 new funds/quarter

Mixed cohorts — 36% veterans, 48% new entrants

Smaller funds dominant — 15% AUM from top-100

Institutional Sentiment Summary — JPIB

Hedge Fund Ownership: JPIB

Market Analysis: JPIB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JPIB

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

Hedge Fund Positioning: JPIB

Statistics: JPIB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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