Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPIN)

107 + 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
↓ -4
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — JPIN

Based on 108 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JPIN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
108 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 — +4% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 41% buying

41 buying58 selling
Last quarter: 58 funds reduced or exited vs 41 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 14 → 14 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

68% conviction (2yr+) 16% medium 17% new
73 out of 108 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 — ~12 new funds/quarter

16 → 11 → 14 → 14 → 12 new funds/Q
New funds entering each quarter: 11 → 14 → 14 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 69% veterans vs 19% newcomers

69% veterans 13% 1-2yr 19% new
Entry-cohort mix of 108 holders: 74 (69%) are 2+ year veterans, 14 entered 1–2 years ago, and 20 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
16 of 108 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q2, 41 hedge funds were net buyers of JPIN (12 opened a new position, 29 added to an existing one), while 58 reduced or exited (42 trimmed, 16 sold completely) — a 41% buyer ratio, indicating roughly balanced activity. 36% of total institutional value in JPIN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 108.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: JPIN
107 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 107 112 -4.46%
13F Shares 3M 3M 1.71%
Total Value $248M $237M 4.78%
New Positions 11 14 -3
Increased Positions 29 34 -5
Closed Positions 16 6 +10
Reduced Positions 42 40 +2
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 Q2)

107 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sterneck Capital Management, LLC 5.24% 169,134 $12.2M
2 Sherman Wealth Management LLC 1.06% 19,387 $1.4M
3 5T Wealth, LLC 0.75% 27,770 $2.0M
4 Mendel Money Management 0.63% 23,956 $1.7M
5 Wealthedge Investment Advisors, LLC 0.53% 21,505 $1.6M
6 RHS Financial, LLC 0.49% 16,765 $1.2M
7 Stonehearth Capital Management, LLC 0.34% 13,767 $995K
8 Independent Wealth Network Inc. 0.23% 12,397 $896K
9 Worth Financial Advisory Group, LLC 0.21% 7,099 $513K
10 MN Wealth Advisors, LLC 0.20% 6,546 $473K
11 Vawter Financial, Ltd. 0.20% 7,311 $529K
12 Empire Financial Management Company, LLC 0.19% 6,755 $488K
13 Schiavi & Co LLC 0.14% 7,076 $512K
14 LexAurum Advisors, LLC 0.13% 15,651 $1.1M
15 MCF Advisors LLC 0.11% 40,655 $2.9M
16 Kingsview Wealth Management, LLC 0.10% 115,977 $8.4M
17 Bellevue Asset Management, LLC 0.10% 2,916 $211K
18 First Commonwealth Financial Corp /Pa/ 0.07% 7,201 $521K
19 RVW Wealth, LLC 0.07% 13,864 $1.0M
20 HHM Wealth Advisors, LLC 0.06% 7,585 $548K
21 Kathmere Capital Management, LLC 0.05% 13,698 $991K
22 3Chopt Investment Partners, LLC 0.05% 3,325 $240K
23 MLG Wealth Management DBA Pine Grove Financial Group 0.05% 5,480 $373K
24 Lodestar Private Asset Management LLC 0.04% 6,991 $506K
25 Lodestone Wealth Management LLC 0.03% 1,356 $98K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JPIN positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for JPIN?

More sellers than buyers — 41% buying: Last quarter: 58 funds reduced or exited vs 41 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JPIN holders?

Strong quality — 36% AUM from major funds: 16 of 108 holders rank in the top 100 by AUM, accounting for 36% 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 JPIN?

68% of holders stayed for 2+ years: 73 out of 108 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.

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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