Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPST)

1K + Investors. Track Smart Money conviction in JPST. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
8Q ▲
Buyers last Q
55%

Smart Money Signals — JPST

Based on 1201 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added JPST 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
1,201 hedge funds hold JPST 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 — +12% more funds vs a year ago

fund count last 6Q
+133 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

662 buying534 selling
Last quarter: 662 funds bought or added vs 534 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.
⚠️

Fewer new buyers each quarter (-42 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 116 → 95 → 167 → 125. 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.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new
730 out of 1,201 hedge funds have held JPST 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

117 → 116 → 95 → 167 → 125 new funds/Q
New funds entering each quarter: 116 → 95 → 167 → 125. A growing number of institutions are discovering JPST each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 63% veterans vs 22% newcomers

■ 63% veterans ■ 15% 1-2yr ■ 22% new
Entry-cohort mix of 1,201 holders: 756 (63%) are 2+ year veterans, 177 entered 1–2 years ago, and 268 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
26 of 1199 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in JPST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — JPST

In 2026 Q1, 662 hedge funds were net buyers of JPST (125 opened a new position, 537 added to an existing one), while 534 reduced or exited (432 trimmed, 102 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 44% of total institutional value in JPST is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 1201.

Hedge Fund Ownership: JPST

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

Market Analysis: JPST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPST

-- --

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

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

Signal Freshness measures how much JPST 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 · 76d ago
JPST
-0.2%
SPY
+14.1%

JPST outperformed SPY by -14.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
JPST
+0.3%
SPY
+0.3%

Since the filing became public, JPST outperformed SPY by +0.0% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

39 top-rated funds 90 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: JPST
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1181 1178 0.25%
13F Shares 391M 489M -20.13%
Total Value $18.62B $24.65B -24.47%
New Positions 116 167 -51
Increased Positions 533 543 -10
Closed Positions 113 93 +20
Reduced Positions 427 380 +47
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPST

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Financial Highlights

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Institutional Holders (2026 Q1)

1K + investors

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

QUARTER:
Top 25 JPST holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Financially Speaking Inc 36.63% 149,073 $7.5M
2 Ridgepath Capital Management LLC 23.62% 938,877 $47.5M
3 Fluent Financial, LLC 23.24% 1,257,356 $63.5M
4 Cornerstone Management, Inc. 16.57% 2,054,190 $104.0M
5 Foster Dykema Cabot & Partners, LLC 15.32% 4,759,095 $240.9M
6 Ridgeline Wealth Planning, LLC 14.54% 393,352 $19.9M
7 Mainstream Capital Management LLC 14.00% 412,339 $20.9M
8 Lane Brothers & Co Inc 12.95% 351,003 $17.8M
9 Phoenix Wealth Advisors 12.93% 646,844 $32.7M
10 Cobblestone Asset Management LLC 12.43% 546,363 $27.7M
11 White Wing Wealth Management 12.21% 401,808 $20.3M
12 ACT Advisors, LLC. 11.49% 533,732 $27.0M
13 Ironwood Wealth Management, INC. 10.55% 466,293 $23.5M
14 WJ Wealth Management, LLC 10.32% 435,278 $22.0M
15 Highline Wealth Partners LLC 10.17% 787,994 $39.9M
16 StrongBox Wealth, LLC 9.86% 608,954 $30.8M
17 Legacy Wealth Advisors, LLC 9.50% 367,719 $18.6M
18 Rahlfs Capital, LLC 9.37% 251,930 $12.8M
19 Crane Advisory, LLC 9.04% 1,194,881 $60.4M
20 Paradigm, Strategies in Wealth Management, LLC 8.97% 261,146 $13.2M
21 J. Mark Nickell & Co. 8.94% 170,261 $8.6M
22 Ceera Investments, LLC 8.77% 395,152 $20.0M
23 Compass Financial Services Inc 8.76% 399,647 $20.2M
24 Saiph Capital, LLC 8.65% 451,721 $22.9M
25 Investment Advisory Services Group LLC 8.38% 190,301 $9.6M
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 (JPST)

What does the Smart Money Trend signal show for JPST?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added JPST 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 JPST?

Slight buying edge — 55% buying: Last quarter: 662 funds bought or added vs 534 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 JPST holders?

Elite ownership — 44% AUM from top-100 funds: 26 of 1199 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in JPST. 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 JPST?

61% of holders stayed for 2+ years: 730 out of 1,201 hedge funds have held JPST 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 (JPST) following the 2026 Q1 hedge fund 13F filings?

As of today, JPST has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (March 31, 2026), JPST has gained -0.2% vs +14.1% 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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