Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPMB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
63%

Smart Money Signals — JPMB

Based on 39 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JPMB 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.
📊

High ownership — 81% of 3.0Y peak

81% of all-time peak
39 funds currently hold this stock — 81% of the 3.0-year high of 48 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 13% fewer funds vs a year ago

fund count last 6Q
6 fewer hedge funds hold JPMB compared to a year ago (-13% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 63% buying

26 buying15 selling
Last quarter: 26 funds were net buyers (12 opened a brand new position + 14 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 5 → 7 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 33% new

■ 38% conviction (2yr+) ■ 28% medium ■ 33% new
Of the 39 current holders: 15 (38%) held >2 years, 11 held 1–2 years, and 13 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

8 → 10 → 5 → 7 → 12 new funds/Q
New funds entering each quarter: 10 → 5 → 7 → 12. A growing number of institutions are discovering JPMB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 46% veterans vs 33% newcomers

■ 46% veterans ■ 21% 1-2yr ■ 33% new
Entry-cohort mix of 39 holders: 18 (46%) are 2+ year veterans, 8 entered 1–2 years ago, and 13 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
11 of 38 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in JPMB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 — JPMB

In 2026 Q1, 26 hedge funds were net buyers of JPMB (12 opened a new position, 14 added to an existing one), while 15 reduced or exited (8 trimmed, 7 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 60% of total institutional value in JPMB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 39.

Hedge Fund Ownership: JPMB

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

Market Analysis: JPMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPMB

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: JPMB
2026 Q2 Stats Unlock in 3 days 39 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 39 34 14.71%
13F Shares 1M 1M 21.74%
Total Value $49M $42M 18.31%
New Positions 12 7 +5
Increased Positions 14 12 +2
Closed Positions 7 7 -
Reduced Positions 8 8 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPMB

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Financial Highlights

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Institutional Holders (2026 Q2)

39 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 JPMB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Forthright Family Wealth Advisory LLC 0.64% 28,270 $1.1M
2 Arq Wealth Advisors, LLC 0.61% 123,765 $4.9M
3 Cambria Investment Management, L.P. 0.30% 150,900 $6.1M
4 5T Wealth, LLC 0.21% 14,297 $576K
5 RiverFront Investment Group, LLC 0.08% 141,857 $5.7M
6 Convergence Financial, LLC 0.06% 18,118 $730K
7 LGT Financial Advisors LLC 0.05% 227 $9K
8 Focus Financial Network, Inc. 0.02% 16,031 $646K
9 Gts Securities LLC 0.01% 11,587 $467K
10 Dynamic Advisor Solutions LLC 0.01% 5,000 $202K
11 Farther Finance Advisors, LLC 0.00% 10,688 $431K
12 Steward Partners Investment Advisory, LLC 0.00% 14,839 $598K
13 Integrated Wealth Concepts LLC 0.00% 9,093 $367K
14 GAMMA Investing LLC 0.00% 983 $40K
15 HSBC Holdings plc 0.00% 55,748 $2.2M
16 Evolution Wealth Management INC. 0.00% 33 $1K
17 Morgan Stanley 0.00% 268,669 $10.8M
18 Bank of America Corp /de/ 0.00% 195,253 $7.9M
19 LPL Financial LLC 0.00% 52,380 $2.1M
20 Elevated Capital Advisors, LLC 0.00% 42 $2K
21 Virtus Fixed Income Advisers, LLC 0.00% 13 —
22 Mather Group, LLC. 0.00% 699 $28K
23 Osaic Holdings, INC. 0.00% 3,305 $133K
24 Jpmorgan Chase & Co 0.00% 61,557 $2.5M
25 Harbor Investment Advisory, LLC 0.00% 45 $2K
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 (JPMB)

What does the Smart Money Trend signal show for JPMB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JPMB 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 JPMB?

More buyers than sellers — 63% buying: Last quarter: 26 funds were net buyers (12 opened a brand new position + 14 added to an existing one). Only 15 were sellers (8 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPMB holders?

Elite ownership — 60% AUM from top-100 funds: 11 of 38 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in JPMB. 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 JPMB?

Mixed — 38% long-term, 33% new: Of the 39 current holders: 15 (38%) held >2 years, 11 held 1–2 years, and 13 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.

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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