Stock Analysis
Data Source: SEC EDGAR 13F
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J P Morgan Exchange Traded F (JPSE)

115 + Investors. Track Smart Money conviction in JPSE. 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
3Q ▲
Buyers last Q
50%

Smart Money Signals — JPSE

Based on 115 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added JPSE 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
115 hedge funds hold JPSE 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 — +17% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

55 buying56 selling
Last quarter: 55 funds bought or added vs 56 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 16 → 15 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 23% medium 17% new
69 out of 115 hedge funds have held JPSE 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.
💰

Price up while funds trimmed (+17% value, -0% shares)

Value
+16%
Shares
0%
Last quarter: total value of institutional JPSE holdings rose +17% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~13 new funds/quarter

6 → 11 → 16 → 15 → 13 new funds/Q
New funds entering each quarter: 11 → 16 → 15 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 23% newcomers

63% veterans 13% 1-2yr 23% new
Entry-cohort mix of 115 holders: 73 (63%) are 2+ year veterans, 15 entered 1–2 years ago, and 27 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
17 of 115 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — JPSE

In 2026 Q2, 55 hedge funds were net buyers of JPSE (13 opened a new position, 42 added to an existing one), while 56 reduced or exited (47 trimmed, 9 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in JPSE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 115.

Hedge Fund Ownership: JPSE

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

Market Analysis: JPSE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPSE

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: JPSE
115 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 115 111 3.6%
13F Shares 8M 8M -0.28%
Total Value $474M $406M 16.77%
New Positions 13 15 -2
Increased Positions 42 38 +4
Closed Positions 9 11 -2
Reduced Positions 47 39 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPSE

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Institutional Holders (2026 Q2)

115 + investors

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

QUARTER:
Top 25 JPSE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keystone Financial Services, LLC 5.83% 161,413 $9.7M
2 Koss-Olinger Consulting, LLC 4.98% 1,075,753 $64.7M
3 Ipsen Advisor Group LLC 4.49% 116,107 $7.0M
4 Hartford Financial Management Inc. 4.33% 322,294 $19.4M
5 Sprinkle Financial Consultants LLC 4.24% 179,745 $10.8M
6 Stonehaven Wealth & Tax Solutions, LLC 2.00% 41,525 $2.5M
7 Quantum Financial Partners LLC 1.73% 56,119 $3.4M
8 Magnolia Capital Advisors LLC 1.54% 149,258 $9.0M
9 Family Capital Management, Inc. 1.52% 65,362 $3.9M
10 Goldstein Advisors, LLC 1.27% 230,728 $13.9M
11 Vantus Wealth LLC 1.11% 34,408 $2.1M
12 Financial Solutions Advisory Group, Inc. 1.10% 145,788 $8.7M
13 Aprio Wealth Management, LLC 0.76% 257,360 $15.5M
14 LWM Advisory Services, LLC 0.76% 7,091 $427K
15 Capital Advisors Wealth Management, LLC 0.64% 91,151 $5.5M
16 Gallacher Capital Management LLC 0.51% 15,047 $905K
17 First Pacific Financial 0.51% 70,723 $4.3M
18 Miller Global Investments, LLC 0.42% 8,365 $503K
19 Gerber Kawasaki Wealth & Investment Management 0.30% 189,522 $11.4M
20 Cordgrass Capital Advisors, LLC 0.30% 13,478 $811K
21 LexAurum Advisors, LLC 0.24% 35,118 $2.1M
22 Interactive Financial Advisors, INC. 0.22% 6,056 $362K
23 Redwood Financial Network Corp 0.19% 5,816 $350K
24 Schmidt P J Investment Management Inc 0.18% 18,980 $1.1M
25 Go Invest LLC 0.15% 10,462 $629K
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 (JPSE)

What does the Smart Money Trend signal show for JPSE?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added JPSE 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 JPSE?

Slight buying edge — 50% buying: Last quarter: 55 funds bought or added vs 56 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JPSE holders?

Strong quality — 34% AUM from major funds: 17 of 115 holders rank in the top 100 by AUM, accounting for 34% 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 JPSE?

60% of holders stayed for 2+ years: 69 out of 115 hedge funds have held JPSE 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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