Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JPUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
54%

Smart Money Signals — JPUS

Based on 91 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 JPUS 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
91 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.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+9 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 — 54% buying

45 buying39 selling
Last quarter: 45 funds bought or added vs 39 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new JPUS position: 6 → 7 → 10 → 16. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 13% medium ■ 24% new
57 out of 91 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.
🚀

Acceleration phase — new buyers rushing in

6 → 6 → 7 → 10 → 16 new funds/Q
New funds entering each quarter: 6 → 7 → 10 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 10% 1-2yr ■ 27% new
Of 91 current holders: 57 (63%) 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 — 29% AUM from major funds

29% from top-100 AUM funds
14 of 91 holders rank in the top 100 by AUM, accounting for 29% 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 — JPUS

In 2026 Q1, 45 hedge funds were net buyers of JPUS (16 opened a new position, 29 added to an existing one), while 39 reduced or exited (31 trimmed, 8 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 29% of total institutional value in JPUS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 91.

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

-- --

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

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

Signal Freshness measures how much JPUS 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
JPUS
+8.0%
SPY
+14.1%

JPUS outperformed SPY by -6.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
JPUS
+3.3%
SPY
+0.3%

Since the filing became public, JPUS outperformed SPY by +3.0% .

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 ?
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
2.2
/ 10
conviction
Hedge Fund Positioning: JPUS
91 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 91 83 9.64%
13F Shares 2M 2M -0.92%
Total Value $264M $258M 2.2%
New Positions 16 10 +6
Increased Positions 29 26 +3
Closed Positions 8 9 -1
Reduced Positions 31 31 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JPUS

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Institutional Holders (2026 Q1)

91 + investors

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

QUARTER:
Top 25 JPUS holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Hershey Financial Advisers, LLC 1.17% 10,367 $1.3M
5 MN Wealth Advisors, LLC 0.98% 15,534 $2.0M
6 Elevation Wealth Management LLC 0.80% 6,663 $868K
7 RHS Financial, LLC 0.65% 10,512 $1.4M
8 HighPoint Advisor Group LLC 0.65% 118,596 $15.4M
9 Avant Capital LLC 0.60% 6,578 $856K
10 Schiavi & Co LLC 0.54% 26,410 $1.8M
11 Targeted Financial Services LLC 0.46% 4,269 $556K
12 Modera Wealth Management, LLC 0.39% 246,972 $32.2M
13 HHM Wealth Advisors, LLC 0.33% 21,801 $2.8M
14 Bellevue Asset Management, LLC 0.27% 4,219 $549K
15 Interactive Financial Advisors, INC. 0.23% 2,738 $357K
16 Birchwood Financial Partners, Inc. 0.19% 1,536 $200K
17 Patten Group, Inc. 0.16% 7,256 $945K
18 Kelly Financial Group LLC 0.15% 4,699 $612K
19 Wealthedge Investment Advisors, LLC 0.15% 3,149 $410K
20 LexAurum Advisors, LLC 0.15% 8,893 $1.2M
21 Planning Alternatives Ltd /Adv 0.14% 8,523 $1.1M
22 Empire Financial Management Company, LLC 0.13% 4,398 $573K
23 Etesian Wealth Advisors, Inc. 0.12% 2,809 $366K
24 Wealth Enhancement Trust Services, Inc. 0.09% 5,874 $765K
25 Apollon Wealth Management, LLC 0.08% 38,820 $5.1M
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added JPUS 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 JPUS?

Slight buying edge — 54% buying: Last quarter: 45 funds bought or added vs 39 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 JPUS holders?

Strong quality — 29% AUM from major funds: 14 of 91 holders rank in the top 100 by AUM, accounting for 29% 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?

63% of holders stayed for 2+ years: 57 out of 91 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.

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

As of today, JPUS has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +3.0%. Since the quarter end (March 31, 2026), JPUS has gained +8.0% 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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