Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JPIB)

199 + 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
↑ +25
Streak
5Q ▲
Buyers last Q
73%

Smart Money Signals — JPIB

Based on 199 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
199 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 — +73% more funds vs a year ago

fund count last 6Q
+84 new funds entered over the past year (+73% 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 — 73% buying

147 buying54 selling
Last quarter: 147 funds were net buyers (40 opened a brand new position + 107 added to an existing one). Only 54 were sellers (39 trimmed + 15 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: 20 → 36 → 42 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 37% long-term, 39% new

■ 37% conviction (2yr+) ■ 25% medium ■ 39% new
Of the 199 current holders: 73 (37%) held >2 years, 49 held 1–2 years, and 77 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.
📈

Growing discovery — still being found

21 → 20 → 36 → 42 → 40 new funds/Q
New funds entering each quarter: 20 → 36 → 42 → 40. A growing number of institutions are discovering JPIB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 49% new entrants

■ 37% veterans ■ 15% 1-2yr ■ 49% new
Of 199 current holders: 73 (37%) held 2+ years, 29 held 1–2 years, 97 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
11 of 199 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 8 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: JPIB
2026 Q1 Stats Unlock in 22 days 199 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 199 174 14.37%
13F Shares 21M 18M 19.01%
Total Value $1.02B $865M 18.24%
New Positions 40 42 -2
Increased Positions 107 87 +20
Closed Positions 15 17 -2
Reduced Positions 39 30 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPIB

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

199 + investors

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

Top 25 institutional holders of JPIB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Midwest Financial Partners Investments, Inc. 11.56% 455,947 $21.8M
2 FSM Wealth Advisors, LLC 7.16% 1,164,888 $55.7M
3 Broadway Wealth Solutions, Inc. 3.78% 152,731 $7.3M
4 Refined Wealth Management 3.52% 116,594 $5.6M
5 ACIMA PRIVATE WEALTH, LLC 3.17% 211,048 $10.1M
6 Winter & Associates, Inc. 2.94% 70,368 $3.4M
7 Goldstone Financial Group, LLC 2.79% 538,595 $25.8M
8 Econ Financial Services Corp 2.64% 119,109 $5.7M
9 Marmo Financial Group, LLC 2.61% 109,996 $5.3M
10 Windsor Capital Management, LLC 2.04% 151,601 $7.2M
11 Cadent Capital Advisors, LLC 1.98% 160,223 $7.7M
12 Certified Advisory Corp 1.51% 351,573 $16.8M
13 Elmwood Wealth Management, Inc. 1.41% 106,980 $5.1M
14 KMG FIDUCIARY PARTNERS, LLC 1.26% 356,185 $17.0M
15 Peterson Wealth Advisors, LLC 1.22% 191,457 $9.2M
16 Brendel Financial Advisors LLC 1.20% 50,729 $2.4M
17 Ignite Planners, LLC 1.18% 159,584 $7.6M
18 MMA ASSET MANAGEMENT LLC 1.15% 68,209 $3.3M
19 Onyx Bridge Wealth Group LLC 1.09% 212,625 $10.2M
20 New Capital Management LP 0.99% 84,106 $4.0M
21 Etesian Wealth Advisors, Inc. 0.93% 60,929 $2.9M
22 ADAMSBROWN WEALTH CONSULTANTS LLC 0.85% 67,573 $3.2M
23 InTrack Investment Management Inc 0.85% 31,188 $1.5M
24 CGN Advisors LLC 0.83% 220,081 $10.5M
25 Financial Management Professionals, Inc. 0.78% 144,846 $6.9M
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 — 5 quarters in a row: For 5 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 — 73% buying: Last quarter: 147 funds were net buyers (40 opened a brand new position + 107 added to an existing one). Only 54 were sellers (39 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPIB holders?

Smaller funds dominant — 13% AUM from top-100: 11 of 199 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JPIB?

Mixed — 37% long-term, 39% new: Of the 199 current holders: 73 (37%) held >2 years, 49 held 1–2 years, and 77 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.

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.