Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JPRE)

62 + 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
↑ +14
Streak
1Q ▲
Buyers last Q
80%

Smart Money Signals — JPRE

Based on 62 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JPRE 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
62 hedge funds hold JPRE 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.
🚀

Fast accumulation — +35% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+35% 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 — 80% buying

41 buying10 selling
Last quarter: 41 funds were net buyers (15 opened a brand new position + 26 added to an existing one). Only 10 were sellers (9 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new JPRE position: 8 → 12 → 5 → 15. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 32% new

34% conviction (2yr+) 34% medium 32% new
Of the 62 current holders: 21 (34%) held >2 years, 21 held 1–2 years, and 20 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 — ~15 new funds/quarter

10 → 8 → 12 → 5 → 15 new funds/Q
New funds entering each quarter: 8 → 12 → 5 → 15. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 39% veterans, 40% new entrants

39% veterans 21% 1-2yr 40% new
Of 62 current holders: 24 (39%) held 2+ years, 13 held 1–2 years, 25 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 78% AUM from top-100 funds

78% from top-100 AUM funds
11 of 62 holders are among the 100 largest funds by AUM, controlling 78% of total institutional value in JPRE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

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

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: JPRE
2026 Q1 Stats Unlock in 11 days 62 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 62 48 29.17%
13F Shares 7M 8M -10.65%
Total Value $327M $376M -12.83%
New Positions 15 5 +10
Increased Positions 26 26 -
Closed Positions 1 7 -6
Reduced Positions 9 10 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPRE

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

62 + investors

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

Top 25 institutional holders of JPRE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Beta Wealth Group, Inc. 2.41% 120,973 $5.8M
2 21 West Wealth Management LLC 1.36% 30,502 $1.5M
3 ECLECTIC ASSOCIATES INC /ADV 1.10% 172,966 $8.3M
4 Plus Group Wealth Advisors LLC 0.62% 11,783 $566K
5 FIRST FOUNDATION ADVISORS 0.57% 295,377 $14.2M
6 OARSMAN CAPITAL, INC. 0.55% 92,339 $4.4M
7 Whipplewood Advisors, LLC 0.26% 10,564 $508K
8 Independence Asset Advisors, LLC 0.25% 14,527 $698K
9 Swisher Financial Concepts, Inc. 0.22% 8,288 $398K
10 Bill Few Associates, Inc. 0.20% 16,973 $816K
11 SILVER OAK SECURITIES, INCORPORATED 0.06% 18,473 $888K
12 Certified Advisory Corp 0.04% 9,239 $444K
13 CENTRAL TRUST Co 0.03% 29,080 $1.4M
14 Wealthcare Advisory Partners LLC 0.01% 13,460 $647K
15 Medallion Wealth Advisors, LLC 0.01% 550 $27K
16 AXXCESS WEALTH MANAGEMENT, LLC 0.01% 4,437 $213K
17 Center for Financial Planning, Inc. 0.00% 981 $47K
18 Stratos Wealth Partners, LTD. 0.00% 5,817 $280K
19 Cambridge Investment Research Advisors, Inc. 0.00% 25,242 $1K
20 AdvisorNet Financial, Inc 0.00% 561 $27K
21 MML INVESTORS SERVICES, LLC 0.00% 9,713 $467K
22 LPL Financial LLC 0.00% 98,767 $4.7M
23 Capital Investment Advisory Services, LLC 0.00% 339 $16K
24 Vision Retirement, LLC 0.00% 86 $4K
25 Spire Wealth Management 0.00% 600 $29K
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?

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

More buyers than sellers — 80% buying: Last quarter: 41 funds were net buyers (15 opened a brand new position + 26 added to an existing one). Only 10 were sellers (9 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPRE holders?

Elite ownership — 78% AUM from top-100 funds: 11 of 62 holders are among the 100 largest funds by AUM, controlling 78% of total institutional value in JPRE. 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 JPRE?

Mixed — 34% long-term, 32% new: Of the 62 current holders: 21 (34%) held >2 years, 21 held 1–2 years, and 20 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.