Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPIE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +42
Streak
11Q ▲
Buyers last Q
73%

Smart Money Signals — JPIE

Based on 442 hedge funds · latest filing: 2026 Q1 · 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
442 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 — +56% more funds vs a year ago

fund count last 6Q
+159 new funds entered over the past year (+56% 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

329 buying121 selling
Last quarter: 329 funds were net buyers (77 opened a brand new position + 252 added to an existing one). Only 121 were sellers (86 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~77 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 64 → 53 → 75 → 77. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 37% new

■ 29% conviction (2yr+) ■ 34% medium ■ 37% new
Of the 442 current holders: 128 (29%) held >2 years, 150 held 1–2 years, and 164 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

51 → 64 → 53 → 75 → 77 new funds/Q
New funds entering each quarter: 64 → 53 → 75 → 77. A growing number of institutions are discovering JPIE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 29% veterans, 50% new entrants

■ 29% veterans ■ 21% 1-2yr ■ 50% new
Of 442 current holders: 128 (29%) held 2+ years, 92 held 1–2 years, 222 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
19 of 441 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — JPIE

In 2026 Q1, 329 hedge funds were net buyers of JPIE (77 opened a new position, 252 added to an existing one), while 121 reduced or exited (86 trimmed, 35 sold completely) — a 73% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 31% of total institutional value in JPIE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +42 funds (more new holders than closures). Total institutional holders: 442.

Hedge Fund Ownership: JPIE

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

Market Analysis: JPIE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPIE

-- --

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

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

Signal Freshness measures how much JPIE 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 · 80d ago
JPIE
-0.3%
SPY
+13.9%

JPIE outperformed SPY by -14.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
JPIE
+0.7%
SPY
+0.2%

Since the filing became public, JPIE outperformed SPY by +0.5% .

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.

14 top-rated funds 31 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: JPIE
436 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 436 400 9.0%
13F Shares 105M 90M 16.51%
Total Value $4.72B $4.17B 12.97%
New Positions 73 75 -2
Increased Positions 252 226 +26
Closed Positions 37 26 +11
Reduced Positions 84 77 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPIE

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Financial Highlights

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Institutional Holders (2026 Q1)

436 + 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:
Top 25 JPIE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Williams Financial, LLC 28.19% 1,051,067 $48.4M
2 Northland Securities, INC. 17.86% 407,339 $18.8M
3 Longview Financial Advisors LLC 13.02% 520,045 $24.0M
4 Echo Wealth Management, LLC 11.71% 441,628 $20.3M
5 NavPoint Financial, Inc. 9.29% 498,900 $23.0M
6 Armor Investment Advisors, LLC 9.02% 543,115 $25.0M
7 Pearl Planning LLC 8.82% 358,146 $16.5M
8 S Harris Financial Group, LLC 8.50% 202,352 $9.3M
9 FMA Wealth Management, LLC 8.44% 275,341 $12.7M
10 Wagner Wealth Management, LLC 8.42% 905,261 $41.7M
11 Planned Solutions, Inc. 8.04% 533,069 $24.6M
12 TPG Financial Advisors, LLC 7.78% 519,386 $23.9M
13 Lionsbridge Wealth Management LLC 6.64% 143,245 $6.6M
14 Winebrenner Capital Management LLC 6.53% 220,793 $10.2M
15 Pennsylvania Capital Management Inc /Adv 6.08% 461,397 $21.3M
16 Jeter Robert S II 5.94% 129,502 $6.0M
17 D'Orazio & Associates, Inc. 5.65% 946,406 $43.6M
18 VanWeelden Wealth Management, LLC 5.64% 153,545 $7.1M
19 Enclave Advisors LLC 5.55% 878,087 $40.5M
20 Planning Directions Inc 5.36% 229,934 $10.6M
21 Scott Capital Advisors, LLC 5.34% 572,035 $26.4M
22 Andrews Advisory Associates, LLC 5.34% 219,949 $10.1M
23 Red Mountain Financial, LLC 5.11% 117,666 $5.4M
24 Syntegra Private Wealth Group, LLC 4.83% 1,103,819 $50.9M
25 BankPlus Wealth Management LLC 4.79% 201,042 $9.3M
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 — 73% buying: Last quarter: 329 funds were net buyers (77 opened a brand new position + 252 added to an existing one). Only 121 were sellers (86 trimmed + 35 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPIE holders?

Strong quality — 31% AUM from major funds: 19 of 441 holders rank in the top 100 by AUM, accounting for 31% 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 — 29% long-term, 37% new: Of the 442 current holders: 128 (29%) held >2 years, 150 held 1–2 years, and 164 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 (JPIE) following the 2026 Q1 hedge fund 13F filings?

As of today, JPIE has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), JPIE has gained -0.3% 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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