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.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -5
Streak
1Q ▼
Buyers last Q
65%

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 — 92% of 3.0Y peak

92% of all-time peak
59 funds currently hold this stock — 92% of the 3.0-year high of 64 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 — 65% buying

39 buying21 selling
Last quarter: 39 funds were net buyers (6 opened a brand new position + 33 added to an existing one). Only 21 were sellers (10 trimmed + 11 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: 13 → 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 → 13 → 5 → 15 → 6 new funds/Q
New funds entering each quarter: 13 → 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 — 14% AUM from top-100

14% from top-100 AUM funds
11 of 59 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 21 reduced or exited (10 trimmed, 11 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: -5 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

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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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: JPRE
2026 Q2 Stats Unlock in 2 days 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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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

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:
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 JPRE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Beta Wealth Group, Inc. 2.37% 120,874 $6.3M
2 21 West Wealth Management LLC 1.36% 30,473 $1.6M
3 Eclectic Associates Inc /Adv 1.18% 198,949 $10.4M
4 Plus Group Wealth Advisors LLC 0.60% 12,137 $633K
5 Oarsman Capital, INC. 0.60% 107,800 $5.6M
6 First Foundation Advisors 0.37% 197,518 $10.3M
7 Whipplewood Advisors, LLC 0.31% 8,870 $463K
8 Milestone Asset Management Group, LLC 0.25% 9,397 $490K
9 Swisher Financial Concepts, Inc. 0.21% 6,429 $335K
10 Independence Asset Advisors, LLC 0.20% 14,605 $762K
11 National Philanthropic Trust 0.19% 255,407 $13.3M
12 Bill Few Associates, Inc. 0.19% 16,851 $879K
13 MOR Wealth Management, LLC 0.08% 3,990 $208K
14 Silver Oak Securities, Incorporated 0.06% 20,121 $1.0M
15 Certified Advisory Corp 0.04% 9,292 $485K
16 One Capital Management, LLC 0.03% 24,426 $1.2M
17 CENTRAL TRUST Co 0.03% 34,244 $1.8M
18 Jpmorgan Chase & Co 0.02% 5,537,229 $294.4M
19 Wealthcare Advisory Partners LLC 0.01% 13,847 $723K
20 Flagship Harbor Advisors, LLC 0.01% 4,510 $235K
21 Orion Porfolio Solutions, LLC 0.01% 21,772 $1.1M
22 Mcdonald Partners LLC 0.01% 666 $35K
23 Focus Financial Network, Inc. 0.01% 4,307 $225K
24 Center for Financial Planning, Inc. 0.00% 981 $51K
25 Axxcess Wealth Management, LLC 0.00% 4,550 $237K
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 — 65% buying: Last quarter: 39 funds were net buyers (6 opened a brand new position + 33 added to an existing one). Only 21 were sellers (10 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPRE holders?

Smaller funds dominant — 14% AUM from top-100: 11 of 59 holders rank in the top 100 by AUM, but together hold only 14% 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.

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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