Ishares Tr (JPXN): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Ishares Tr (JPXN) following the 2026 Q1 hedge fund 13F filings?

As of today, JPXN has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.1%. Since the quarter end (March 31, 2026), JPXN gained +11.3% vs +13.9% 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.

Ishares Tr (JPXN)

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

Smart Money Signals — JPXN

Based on 29 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added JPXN 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 (97% of max)

97% of all-time peak

29 hedge funds hold JPXN 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 — +16% more funds vs a year ago

fund count last 6Q

+4 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 71% buying

17 buying7 selling

Last quarter: 17 funds were net buyers (8 opened a brand new position + 9 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 1 → 5 → 4 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 10% medium ■ 34% new

16 out of 29 hedge funds have held JPXN 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 — ~8 new funds/quarter

5 → 1 → 5 → 4 → 8 new funds/Q

New funds entering each quarter: 1 → 5 → 4 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 59% veterans vs 28% newcomers

■ 59% veterans ■ 14% 1-2yr ■ 28% new

Entry-cohort mix of 29 holders: 17 (59%) are 2+ year veterans, 4 entered 1–2 years ago, and 8 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 84% AUM from top-100 funds

84% from top-100 AUM funds

12 of 29 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in JPXN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	29	24	20.83%
13F Shares	472K	341K	38.27%
Total Value	$43M	$29M	45.0%
New Positions	8	4	+4
Increased Positions	9	7	+2
Closed Positions	3	4	-1
Reduced Positions	4	7	-3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

20.83%

13F Shares

472K

341K

38.27%

Total Value

$43M

$29M

45.0%

New Positions

Increased Positions

Closed Positions

-1

Reduced Positions

-3

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

29 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 JPXN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Intesa Sanpaolo Wealth Management	0.45%	20,000	$1.8M
2	Copia Wealth Management	0.27%	4,225	$386K
3	Ifrah Financial Services, Inc.	0.05%	2,226	$204K
4	Beacon Pointe Advisors, LLC	0.01%	11,300	$1.0M
5	Breakwater Investment Management	0.00%	146	$13K
6	Ferguson Wellman Capital Management, Inc	0.00%	2,773	$254K
7	Cibc World Market INC.	0.00%	13,553	$1.2M
8	Citadel Advisors LLC	0.00%	79,452	$7.3M
9	Jane Street Group, LLC	0.00%	96,985	$8.9M
10	Corient Private Wealth LLC	0.00%	6,412	$586K
11	Jones Financial Companies Lllp	0.00%	18,852	$1.7M
12	Morgan Stanley	0.00%	121,082	$11.1M
13	Salem Investment Counselors Inc	0.00%	200	$18K
14	HighTower Advisors, LLC	0.00%	4,968	$454K
15	Whittier Trust Co of Nevada Inc	0.00%	245	$23K
16	Rockefeller Capital Management L.P.	0.00%	2,452	$224K
17	Goldman Sachs Group Inc	0.00%	22,732	$2.1M
18	LPL Financial LLC	0.00%	9,315	$852K
19	Susquehanna International Group, LLP	0.00%	17,046	$1.6M
20	UBS Group AG	0.00%	8,964	$819K
21	Raymond James Financial Inc	0.00%	4,358	$398K
22	Bank of America Corp /de/	0.00%	18,141	$1.7M
23	Osaic Holdings, INC.	0.00%	608	$56K
24	Wells Fargo & Company/Mn	0.00%	993	$91K
25	Royal Bank of Canada	0.00%	877	$80K

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 — Ishares Tr (JPXN)

What does the Smart Money Trend signal show for JPXN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JPXN 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 JPXN?

More buyers than sellers — 71% buying: Last quarter: 17 funds were net buyers (8 opened a brand new position + 9 added to an existing one). Only 7 were sellers (4 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JPXN holders?

Elite ownership — 84% AUM from top-100 funds: 12 of 29 holders are among the 100 largest funds by AUM, controlling 84% of total institutional value in JPXN. 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 JPXN?

55% of holders stayed for 2+ years: 16 out of 29 hedge funds have held JPXN 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 Ishares Tr (JPXN) following the 2026 Q1 hedge fund 13F filings?

As of today, JPXN has moved +3.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.1%. Since the quarter end (March 31, 2026), JPXN has gained +11.3% vs +13.9% 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.

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Ishares Tr (JPXN)

Smart Money Signals — JPXN

Buying streak — 1 quarter in a row

At the ownership peak (97% of max)

Steady growth — +16% more funds vs a year ago

More buyers than sellers — 71% buying

Steady new buyers — ~8 new funds per quarter

55% of holders stayed for 2+ years

Steady discovery — ~8 new funds/quarter

Veteran-anchored — 59% veterans vs 28% newcomers

Elite ownership — 84% AUM from top-100 funds

Institutional Sentiment Summary — JPXN

Hedge Fund Ownership: JPXN

Market Analysis: JPXN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: JPXN

Is It Too Late to Buy Ishares Tr (JPXN) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: JPXN

Statistics: JPXN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Ishares Tr (JPXN)

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