Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPSE)

108 + 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
↑ +3
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — JPSE

Based on 110 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
110 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 — +11% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

52 buying50 selling
Last quarter: 52 funds bought or added vs 50 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 — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 11 → 16 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

59% of holders stayed for 2+ years

59% conviction (2yr+) 18% medium 23% new
65 out of 110 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.
📈

Growing discovery — still being found

7 → 6 → 11 → 16 → 14 new funds/Q
New funds entering each quarter: 6 → 11 → 16 → 14. A growing number of institutions are discovering JPSE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

60% veterans 14% 1-2yr 26% new
Of 110 current holders: 66 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
13 of 110 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.
3.8
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 — JPSE

In 2026 Q1, 52 hedge funds were net buyers of JPSE (14 opened a new position, 38 added to an existing one), while 50 reduced or exited (39 trimmed, 11 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 34% of total institutional value in JPSE is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 110.

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.

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

Signal Freshness measures how much JPSE 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 · 78d ago
JPSE
+12.7%
SPY
+15.9%

JPSE outperformed SPY by -3.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
JPSE
+4.6%
SPY
+2.0%

Since the filing became public, JPSE outperformed SPY by +2.6% .

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.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: JPSE
108 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 108 107 0.93%
13F Shares 8M 8M -0.04%
Total Value $391M $386M 1.34%
New Positions 14 16 -2
Increased Positions 37 38 -1
Closed Positions 13 7 +6
Reduced Positions 39 40 -1
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 Q1)

108 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Keystone Financial Services, LLC 5.69% 161,304 $8.5M
2 Koss-Olinger Consulting, LLC 4.52% 1,028,198 $53.9M
3 Hartford Financial Management Inc. 4.40% 329,105 $17.3M
4 Ipsen Advisor Group LLC 4.24% 115,584 $6.1M
5 Sprinkle Financial Consultants LLC 4.23% 174,823 $9.2M
6 Stonehaven Wealth & Tax Solutions, LLC 1.90% 41,032 $2.2M
7 Family Capital Management, Inc. 1.54% 65,987 $3.5M
8 Magnolia Capital Advisors LLC 1.44% 139,921 $7.3M
9 Goldstein Advisors, LLC 1.34% 230,661 $12.1M
10 Financial Solutions Advisory Group, Inc. 1.06% 146,873 $7.7M
11 Aprio Wealth Management, LLC 0.91% 316,608 $16.6M
12 Capital Developers, LLC 0.64% 13,573 $712K
13 Capital Advisors Wealth Management, LLC 0.64% 90,927 $4.8M
14 McLaughlin Asset Management, Inc. 0.59% 11,859 $622K
15 LWM Advisory Services, LLC 0.58% 10,295 $540K
16 First Pacific Financial 0.49% 71,943 $3.8M
17 Miller Global Investments, LLC 0.42% 8,655 $454K
18 Gerber Kawasaki Wealth & Investment Management 0.32% 190,331 $10.0M
19 Gallacher Capital Management LLC 0.27% 13,457 $706K
20 LexAurum Advisors, LLC 0.26% 37,783 $2.0M
21 Redwood Financial Network Corp 0.22% 6,301 $330K
22 Interactive Financial Advisors, INC. 0.22% 6,287 $330K
23 Schmidt P J Investment Management Inc 0.18% 20,907 $1.1M
24 Cordgrass Capital Advisors, LLC 0.17% 13,516 $709K
25 Advyzon Investment Management, LLC 0.15% 32,723 $1.7M
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 — 2 quarters in a row: For 2 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 — 51% buying: Last quarter: 52 funds bought or added vs 50 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: 13 of 110 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?

59% of holders stayed for 2+ years: 65 out of 110 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.

Is it too late to buy J P Morgan Exchange Traded F (JPSE) following the 2026 Q1 hedge fund 13F filings?

As of today, JPSE has moved +4.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.6%. Since the quarter end (March 31, 2026), JPSE has gained +12.7% vs +15.9% 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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