J P MORGAN EXCHANGE TRADED F (JPIN): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

J P MORGAN EXCHANGE TRADED F (JPIN)

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

Smart Money Signals — JPIN

Based on 104 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added JPIN 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

104 hedge funds hold JPIN 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.

📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

53 buying43 selling

Last quarter: 53 funds bought or added vs 43 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 10 → 15 → 11 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 20% medium ■ 14% new

68 out of 104 hedge funds have held JPIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~14 new funds/quarter

14 → 10 → 15 → 11 → 14 new funds/Q

New funds entering each quarter: 10 → 15 → 11 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 13% 1-2yr ■ 22% new

Of 104 current holders: 67 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds

13 of 104 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in JPIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	104	103	0.97%
13F Shares	4M	4M	2.79%
Total Value	$261M	$250M	4.38%
New Positions	14	11	+3
Increased Positions	39	35	+4
Closed Positions	13	10	+3
Reduced Positions	30	37	-7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

104

103

0.97%

13F Shares

2.79%

Total Value

$261M

$250M

4.38%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-7

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

104 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of JPIN — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Sterneck Capital Management, LLC	5.51%	172,204	$12.3M
2	Financially in Tune, LLC	1.10%	18,018	$1.3M
3	Sherman Wealth Management LLC	1.09%	17,806	$1.3M
4	5T Wealth, LLC	0.90%	32,008	$2.3M
5	Stonehearth Capital Management, LLC	0.41%	14,514	$1.0M
6	RHS Financial, LLC	0.32%	9,390	$669K
7	Independent Wealth Network Inc.	0.25%	11,779	$839K
8	MN Wealth Advisors, LLC	0.23%	6,650	$474K
9	LexAurum Advisors, LLC	0.16%	16,828	$1.2M
10	BELLEVUE ASSET MANAGEMENT, LLC	0.10%	2,902	$207K
11	RVW Wealth, LLC	0.08%	13,857	$987K
12	HHM Wealth Advisors, LLC	0.06%	7,585	$540K
13	Kathmere Capital Management, LLC	0.06%	13,698	$976K
14	3Chopt Investment Partners, LLC	0.05%	3,325	$237K
15	LODESTAR PRIVATE ASSET MANAGEMENT LLC	0.05%	7,369	$525K
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	286,350	$20.5M
17	Lodestone Wealth Management LLC	0.04%	1,341	$96K
18	Summit Wealth Partners, LLC	0.04%	3,216	$229K
19	Spire Wealth Management	0.03%	13,020	$928K
20	Apella Capital, LLC	0.02%	17,663	$1.3M
21	Vise Technologies, Inc.	0.02%	13,966	$952K
22	Trilogy Capital Inc.	0.01%	3,496	$249K
23	Composition Wealth, LLC	0.01%	9,575	$682K
24	KESTRA PRIVATE WEALTH SERVICES, LLC	0.01%	5,738	$409K
25	Apollon Wealth Management, LLC	0.00%	3,347	$238K

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 (JPIN)

What does the Smart Money Trend signal show for JPIN?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added JPIN 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 JPIN?

Slight buying edge — 55% buying: Last quarter: 53 funds bought or added vs 43 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JPIN holders?

Elite ownership — 40% AUM from top-100 funds: 13 of 104 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in JPIN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JPIN?

65% of holders stayed for 2+ years: 68 out of 104 hedge funds have held JPIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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 (JPIN)

Smart Money Signals — JPIN

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +6% more funds vs a year ago

Slight buying edge — 55% buying

Steady new buyers — ~14 new funds per quarter

65% of holders stayed for 2+ years

Steady discovery — ~14 new funds/quarter

Deep conviction — 64% of holders stayed 2+ years

Elite ownership — 40% AUM from top-100 funds

Hedge Fund Ownership: JPIN

Market Analysis: JPIN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JPIN

Hedge Fund Positioning: JPIN

Statistics: JPIN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — J P MORGAN EXCHANGE TRADED F (JPIN)

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