Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPIN)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — JPIN

Based on 112 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
112 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 — +15% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

48 buying46 selling
Last quarter: 48 funds bought or added vs 46 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: 15 → 11 → 14 → 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+) 19% medium 16% new
73 out of 112 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

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

Veteran-anchored — 70% veterans vs 20% newcomers

70% veterans 11% 1-2yr 20% new
Entry-cohort mix of 112 holders: 78 (70%) are 2+ year veterans, 12 entered 1–2 years ago, and 22 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
17 of 112 holders are among the 100 largest funds by AUM, controlling 44% 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.

Institutional Sentiment Summary — JPIN

In 2026 Q1, 48 hedge funds were net buyers of JPIN (14 opened a new position, 34 added to an existing one), while 46 reduced or exited (40 trimmed, 6 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 44% of total institutional value in JPIN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 112.

Hedge Fund Ownership: JPIN

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

Market Analysis: JPIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPIN

-- --

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

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

Signal Freshness measures how much JPIN 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 · 81d ago
JPIN
nan%
SPY
+15.1%

JPIN outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
JPIN
nan%
SPY
+1.3%

Since the filing became public, JPIN outperformed SPY by nan% .

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.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: JPIN
112 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 112 104 7.69%
13F Shares 3M 4M -11.93%
Total Value $237M $261M -9.3%
New Positions 14 14 -
Increased Positions 34 39 -5
Closed Positions 6 13 -7
Reduced Positions 40 30 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPIN

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Institutional Holders (2026 Q1)

112 + investors

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

QUARTER:
Top 25 JPIN holders by conviction (% of portfolio weight) — 2026 Q1 · 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 KKM Financial LLC 0.73% 60,634 $4.1M
6 Wealthedge Investment Advisors, LLC 0.66% 25,381 $1.8M
7 Mendel Money Management 0.53% 17,658 $1.3M
8 Stonehearth Capital Management, LLC 0.41% 14,514 $1.0M
9 RHS Financial, LLC 0.32% 9,390 $669K
10 Independent Wealth Network Inc. 0.25% 11,779 $839K
11 MN Wealth Advisors, LLC 0.23% 6,650 $474K
12 Vawter Financial, Ltd. 0.22% 7,311 $521K
13 LexAurum Advisors, LLC 0.16% 16,828 $1.2M
14 Schiavi & Co LLC 0.15% 7,076 $504K
15 Empire Financial Management Company, LLC 0.11% 7,030 $501K
16 Bellevue Asset Management, LLC 0.10% 2,902 $207K
17 First Commonwealth Financial Corp /Pa/ 0.08% 7,287 $519K
18 RVW Wealth, LLC 0.08% 13,857 $987K
19 Signet Financial Management, LLC 0.07% 9,383 $668K
20 HHM Wealth Advisors, LLC 0.06% 7,585 $540K
21 Kathmere Capital Management, LLC 0.06% 13,698 $976K
22 3Chopt Investment Partners, LLC 0.05% 3,325 $237K
23 Lodestar Private Asset Management LLC 0.05% 7,369 $525K
24 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% 5,945 $424K
25 Wealth Enhancement Advisory Services, LLC 0.04% 286,350 $20.5M
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 — 2 quarters in a row: For 2 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 — 51% buying: Last quarter: 48 funds bought or added vs 46 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 — 44% AUM from top-100 funds: 17 of 112 holders are among the 100 largest funds by AUM, controlling 44% 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: 73 out of 112 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.

Is it too late to buy J P Morgan Exchange Traded F (JPIN) following the 2026 Q1 hedge fund 13F filings?

As of today, JPIN has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), JPIN has gained nan% vs +15.1% 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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