Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPRE)

59 + Investors. Track Smart Money conviction in JPRE. 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
66%

Smart Money Signals — JPRE

Based on 59 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

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

High ownership — 94% of 3.0Y peak

94% of all-time peak
59 funds currently hold this stock — 94% of the 3.0-year high of 63 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+31% 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 — 66% buying

39 buying20 selling
Last quarter: 39 funds were net buyers (6 opened a brand new position + 33 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 5 → 15 → 6. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 39% long-term, 24% new

39% conviction (2yr+) 37% medium 24% new
Of the 59 current holders: 23 (39%) held >2 years, 22 held 1–2 years, and 14 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.
➡️

Steady discovery — ~6 new funds/quarter

8 → 12 → 5 → 15 → 6 new funds/Q
New funds entering each quarter: 12 → 5 → 15 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 39% veterans, 36% new entrants

39% veterans 25% 1-2yr 36% new
Of 59 current holders: 23 (39%) held 2+ years, 15 held 1–2 years, 21 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
12 of 59 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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 — JPRE

In 2026 Q1, 39 hedge funds were net buyers of JPRE (6 opened a new position, 33 added to an existing one), while 20 reduced or exited (10 trimmed, 10 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 59.

Hedge Fund Ownership: JPRE

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

Market Analysis: JPRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPRE

-- --

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

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

Signal Freshness measures how much JPRE 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 · 86d ago
JPRE
+9.7%
SPY
+13.0%

JPRE outperformed SPY by -3.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
JPRE
+2.0%
SPY
-0.5%

Since the filing became public, JPRE outperformed SPY by +2.5% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: JPRE
59 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 59 63 -6.35%
13F Shares 2M 7M -71.66%
Total Value $94M $328M -71.35%
New Positions 6 15 -9
Increased Positions 33 26 +7
Closed Positions 10 1 +9
Reduced Positions 10 10 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPRE

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Institutional Holders (2026 Q1)

59 + investors

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

QUARTER:
Top 25 JPRE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Anderson Financial Strategies, LLC 4.48% 158,241 $8.2M
2 Beta Wealth Group, Inc. 2.41% 120,973 $5.8M
3 Ducere Wealth Management LLC 1.71% 89,546 $4.3M
4 21 West Wealth Management LLC 1.36% 30,502 $1.5M
5 Eclectic Associates Inc /Adv 1.10% 172,966 $8.3M
6 Plus Group Wealth Advisors LLC 0.62% 11,783 $566K
7 First Foundation Advisors 0.57% 295,377 $14.2M
8 Oarsman Capital, INC. 0.55% 92,339 $4.4M
9 Milestone Asset Management Group, LLC 0.26% 9,379 $451K
10 Whipplewood Advisors, LLC 0.26% 10,564 $508K
11 Independence Asset Advisors, LLC 0.25% 14,527 $698K
12 Swisher Financial Concepts, Inc. 0.22% 8,288 $398K
13 Bill Few Associates, Inc. 0.20% 16,973 $816K
14 National Philanthropic Trust 0.14% 167,097 $7.4M
15 Silver Oak Securities, Incorporated 0.06% 18,473 $888K
16 Certified Advisory Corp 0.04% 9,239 $444K
17 One Capital Management, LLC 0.03% 24,426 $1.2M
18 CENTRAL TRUST Co 0.03% 29,080 $1.4M
19 WFA of San Diego, LLC 0.02% 443 $21K
20 Tower Research Capital LLC (TRC) 0.02% 13,164 $633K
21 First American Trust, Fsb 0.01% 4,428 $213K
22 Wealthcare Advisory Partners LLC 0.01% 13,460 $647K
23 Medallion Wealth Advisors, LLC 0.01% 550 $27K
24 Orion Porfolio Solutions, LLC 0.01% 19,597 $942K
25 Axxcess Wealth Management, LLC 0.01% 4,437 $213K
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 (JPRE)

What does the Smart Money Trend signal show for JPRE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JPRE 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 JPRE?

More buyers than sellers — 66% buying: Last quarter: 39 funds were net buyers (6 opened a brand new position + 33 added to an existing one). Only 20 were sellers (10 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPRE holders?

Smaller funds dominant — 13% AUM from top-100: 12 of 59 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JPRE?

Mixed — 39% long-term, 24% new: Of the 59 current holders: 23 (39%) held >2 years, 22 held 1–2 years, and 14 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 (JPRE) following the 2026 Q1 hedge fund 13F filings?

As of today, JPRE has moved +2.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +2.5%. Since the quarter end (March 31, 2026), JPRE has gained +9.7% vs +13.0% 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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