JPIE Hedge Fund Ownership (Q2 2026)

J P Morgan Exchange Traded F (JPIE)

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

Smart Money Signals — JPIE

Based on 478 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added JPIE 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

478 hedge funds hold JPIE 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 — +47% more funds vs a year ago

fund count last 6Q

+152 new funds entered over the past year (+47% 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 — 70% buying

333 buying143 selling

Last quarter: 333 funds were net buyers (73 opened a brand new position + 260 added to an existing one). Only 143 were sellers (104 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 53 → 75 → 79 → 73. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

📌

Mixed — 31% long-term, 35% new

■ 31% conviction (2yr+) ■ 34% medium ■ 35% new

Of the 478 current holders: 148 (31%) held >2 years, 162 held 1–2 years, and 168 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

65 → 53 → 75 → 79 → 73 new funds/Q

New funds entering each quarter: 53 → 75 → 79 → 73. A growing number of institutions are discovering JPIE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 30% veterans, 48% new entrants

■ 30% veterans ■ 22% 1-2yr ■ 48% new

Of 478 current holders: 143 (30%) held 2+ years, 106 held 1–2 years, 229 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds

22 of 477 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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	472	444	6.31%
13F Shares	127M	107M	19.41%
Total Value	$5.76B	$4.78B	20.4%
New Positions	68	79	-11
Increased Positions	260	252	+8
Closed Positions	39	36	+3
Reduced Positions	104	86	+18
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

472

444

6.31%

13F Shares

127M

107M

19.41%

Total Value

$5.76B

$4.78B

20.4%

New Positions

-11

Increased Positions

260

252

Closed Positions

Reduced Positions

104

+18

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

472 + investors

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

QUARTER:

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

Top 25 JPIE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Williams Financial, LLC	26.66%	1,120,305	$51.6M
2	Southern Financial Group, LLC	16.58%	1,410,454	$65.0M
3	Longview Financial Advisors LLC	13.01%	571,553	$26.3M
4	Echo Wealth Management, LLC	10.96%	466,277	$21.5M
5	Northland Securities, INC.	10.65%	397,103	$18.3M
6	NavPoint Financial, Inc.	8.86%	519,341	$23.9M
7	Wagner Wealth Management, LLC	8.81%	1,034,574	$47.6M
8	Armor Investment Advisors, LLC	8.71%	589,846	$27.2M
9	Pearl Planning LLC	8.29%	391,356	$18.0M
10	FMA Wealth Management, LLC	8.03%	272,348	$12.5M
11	S Harris Financial Group, LLC	7.84%	219,612	$10.1M
12	TPG Financial Advisors, LLC	7.24%	526,755	$24.3M
13	Planned Solutions, Inc.	7.18%	544,008	$25.1M
14	Planning Directions Inc	7.14%	334,845	$15.4M
15	Winebrenner Capital Management LLC	6.49%	231,407	$10.7M
16	Lionsbridge Wealth Management LLC	6.22%	137,667	$6.3M
17	Syntegra Private Wealth Group, LLC	5.93%	1,662,025	$76.5M
18	Jeter Robert S II	5.66%	128,769	$5.9M
19	Enclave Advisors LLC	5.60%	960,511	$44.2M
20	Pennsylvania Capital Management Inc /Adv	5.44%	466,095	$21.5M
21	D'Orazio & Associates, Inc.	5.28%	991,357	$45.7M
22	Andrews Advisory Associates, LLC	5.16%	233,186	$10.7M
23	Red Mountain Financial, LLC	4.69%	121,297	$5.6M
24	O'ROURKE & COMPANY, Inc	4.61%	286,947	$13.2M
25	Spahn Wealth & Retirement LLC	4.43%	121,903	$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 (JPIE)

What does the Smart Money Trend signal show for JPIE?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added JPIE 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 JPIE?

More buyers than sellers — 70% buying: Last quarter: 333 funds were net buyers (73 opened a brand new position + 260 added to an existing one). Only 143 were sellers (104 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPIE holders?

Strong quality — 38% AUM from major funds: 22 of 477 holders rank in the top 100 by AUM, accounting for 38% 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 JPIE?

Mixed — 31% long-term, 35% new: Of the 478 current holders: 148 (31%) held >2 years, 162 held 1–2 years, and 168 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.

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J P Morgan Exchange Traded F (JPIE)

Smart Money Signals — JPIE

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +47% more funds vs a year ago

More buyers than sellers — 70% buying

Fewer new buyers each quarter (-6 vs last Q)

Mixed — 31% long-term, 35% new

Growing discovery — still being found

Mixed cohorts — 30% veterans, 48% new entrants

Strong quality — 38% AUM from major funds

Institutional Sentiment Summary — JPIE

Hedge Fund Ownership: JPIE

Market Analysis: JPIE

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JPIE

Hedge Fund Positioning: JPIE

Statistics: JPIE

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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

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