Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JPUS)

80 + Investors. Track Smart Money conviction in JPUS. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
47%

Smart Money Signals — JPUS

Based on 80 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
80 hedge funds hold JPUS 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding JPUS is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 47% buying

35 buying39 selling
Last quarter: 39 funds reduced or exited vs 35 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~9 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 6 → 7 → 9. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 18% medium 16% new
53 out of 80 hedge funds have held JPUS 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 — ~9 new funds/quarter

10 → 6 → 6 → 7 → 9 new funds/Q
New funds entering each quarter: 6 → 6 → 7 → 9. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 11% 1-2yr 24% new
Of 80 current holders: 52 (65%) 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 — 32% AUM from major funds

32% from top-100 AUM funds
12 of 80 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Hedge Fund Ownership: JPUS

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

Market Analysis: JPUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JPUS

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: JPUS
2026 Q1 Stats Unlock in 22 days 80 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 80 80 -
13F Shares 2M 2M 2.86%
Total Value $258M $252M 2.47%
New Positions 9 7 +2
Increased Positions 26 25 +1
Closed Positions 9 7 +2
Reduced Positions 30 32 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPUS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

80 + investors

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

Top 25 institutional holders of JPUS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sterneck Capital Management, LLC 5.39% 92,122 $12.0M
2 Financially in Tune, LLC 4.38% 39,157 $5.1M
3 ST GERMAIN D J CO INC 1.23% 237,790 $31.0M
4 MN Wealth Advisors, LLC 0.98% 15,534 $2.0M
5 Targeted Financial Services LLC 0.46% 4,269 $556K
6 HHM Wealth Advisors, LLC 0.33% 21,801 $2.8M
7 BELLEVUE ASSET MANAGEMENT, LLC 0.27% 4,219 $549K
8 Patten Group, Inc. 0.16% 7,256 $945K
9 KELLY FINANCIAL GROUP LLC 0.15% 4,699 $612K
10 LexAurum Advisors, LLC 0.15% 8,893 $1.2M
11 Etesian Wealth Advisors, Inc. 0.12% 2,809 $366K
12 Wealth Enhancement Trust Services, Inc. 0.09% 5,874 $765K
13 Apollon Wealth Management, LLC 0.08% 38,820 $5.1M
14 Allegheny Financial Group 0.06% 3,675 $479K
15 Medallion Wealth Advisors, LLC 0.06% 1,100 $127K
16 Vise Technologies, Inc. 0.06% 23,509 $2.9M
17 Harbor Asset Planning, Inc. 0.04% 394 $51K
18 Intrua Financial, LLC 0.04% 2,630 $342K
19 ALBION FINANCIAL GROUP /UT 0.03% 3,200 $417K
20 FOSTER & MOTLEY INC 0.02% 3,541
21 BEACON INVESTMENT ADVISORY SERVICES, INC. 0.02% 3,897 $507K
22 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% 77,077 $10.1M
23 Farther Finance Advisors, LLC 0.01% 11,451 $1.5M
24 Focus Financial Network, Inc. 0.01% 2,336 $304K
25 Private Advisor Group, LLC 0.01% 12,252 $1.6M
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 (JPUS)

What does the Smart Money Trend signal show for JPUS?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for JPUS?

More sellers than buyers — 47% buying: Last quarter: 39 funds reduced or exited vs 35 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for JPUS holders?

Strong quality — 32% AUM from major funds: 12 of 80 holders rank in the top 100 by AUM, accounting for 32% 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 JPUS?

66% of holders stayed for 2+ years: 53 out of 80 hedge funds have held JPUS 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.