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.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -6
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — JPST

Based on 1196 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their JPST positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,196 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 — +9% more funds vs a year ago

fund count last 6Q
+102 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

607 buying585 selling
Last quarter: 607 funds bought or added vs 585 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 (-25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 95 → 168 → 125 → 100. 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.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 20% medium 17% new
750 out of 1,196 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.
➡️

Steady discovery — ~100 new funds/quarter

117 → 95 → 168 → 125 → 100 new funds/Q
New funds entering each quarter: 95 → 168 → 125 → 100. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

65% veterans 14% 1-2yr 21% new
Entry-cohort mix of 1,196 holders: 776 (65%) are 2+ year veterans, 172 entered 1–2 years ago, and 248 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
29 of 1194 holders are among the 100 largest funds by AUM, controlling 56% 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 Q2, 607 hedge funds were net buyers of JPST (100 opened a new position, 507 added to an existing one), while 585 reduced or exited (479 trimmed, 106 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 56% of total institutional value in JPST is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -6 funds (more exits than new entries). Total institutional holders: 1196.

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 Q2 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 June 30, 2026 · 84d ago
JPST
-0.4%
SPY
+3.3%

JPST outperformed SPY by -3.7% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 39d ago
JPST
+0.1%
SPY
-0.7%

Since the filing became public, JPST outperformed SPY by +0.8% .

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.

25 top-rated funds 88 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
4.0
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 1191 1202 -0.92%
13F Shares 512M 394M 29.83%
Total Value $24.47B $18.79B 30.2%
New Positions 99 125 -26
Increased Positions 507 538 -31
Closed Positions 108 103 +5
Reduced Positions 477 432 +45
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPST

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Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Members Capital Advisors Inc 39.09% 900,000 $45.5M
2 Financially Speaking Inc 36.64% 149,073 $7.5M
3 Phoenix Wealth Advisors 16.97% 994,969 $50.3M
4 Cornerstone Management, Inc. 16.36% 2,248,144 $113.7M
5 Cobblestone Asset Management LLC 15.12% 716,865 $36.3M
6 Foster Dykema Cabot & Partners, LLC 14.20% 4,831,585 $244.3M
7 Ridgeline Wealth Planning, LLC 12.68% 395,728 $20.0M
8 Mainstream Capital Management LLC 12.25% 402,230 $20.3M
9 Lane Brothers & Co Inc 11.30% 341,660 $17.3M
10 Ironwood Wealth Management, INC. 10.51% 492,953 $24.9M
11 White Wing Wealth Management 10.25% 388,423 $19.6M
12 IMZ Advisory Inc 9.16% 571,842 $28.9M
13 StrongBox Wealth, LLC 8.91% 618,387 $31.3M
14 Crane Advisory, LLC 8.69% 1,198,932 $60.5M
15 J. Mark Nickell & Co. 8.69% 215,388 $10.9M
16 ACT Advisors, LLC. 8.41% 500,113 $25.3M
17 Ridgepath Capital Management LLC 8.21% 367,780 $18.6M
18 Investment Advisory Services Group LLC 8.10% 219,027 $11.1M
19 WJ Wealth Management, LLC 7.87% 394,346 $19.9M
20 Northeast Planning Associates, INC. / Nh / 7.86% 226,494 $10.5M
21 Roberts Wealth Advisors, LLC 7.57% 658,706 $33.3M
22 Clarus Group, Inc. 7.56% 440,964 $22.3M
23 Paradigm, Strategies in Wealth Management, LLC 7.55% 244,963 $12.4M
24 Rahlfs Capital, LLC 7.49% 201,780 $10.2M
25 Compass Financial Services Inc 7.49% 396,256 $20.0M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their JPST 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 JPST?

Slight buying edge — 51% buying: Last quarter: 607 funds bought or added vs 585 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 — 56% AUM from top-100 funds: 29 of 1194 holders are among the 100 largest funds by AUM, controlling 56% 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?

63% of holders stayed for 2+ years: 750 out of 1,196 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 Q2 hedge fund 13F filings?

As of today, JPST has moved +0.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (June 30, 2026), JPST has gained -0.4% vs +3.3% 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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