Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JQUA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
11Q ▲
Buyers last Q
53%

Smart Money Signals — JQUA

Based on 453 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added JQUA 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
453 hedge funds hold JQUA 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.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+90 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

227 buying204 selling
Last quarter: 227 funds bought or added vs 204 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 (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 52 → 47 → 75 → 57. 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.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 33% medium ■ 26% new
185 out of 453 hedge funds have held JQUA 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

43 → 52 → 47 → 75 → 57 new funds/Q
New funds entering each quarter: 52 → 47 → 75 → 57. A growing number of institutions are discovering JQUA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 38% veterans, 34% new entrants

■ 38% veterans ■ 28% 1-2yr ■ 34% new
Of 453 current holders: 173 (38%) held 2+ years, 125 held 1–2 years, 155 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
20 of 453 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — JQUA

In 2026 Q1, 227 hedge funds were net buyers of JQUA (57 opened a new position, 170 added to an existing one), while 204 reduced or exited (165 trimmed, 39 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 453.

Hedge Fund Ownership: JQUA

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

Market Analysis: JQUA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JQUA

-- --

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

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

Signal Freshness measures how much JQUA 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 · 73d ago
JQUA
+15.9%
SPY
+11.7%

JQUA outperformed SPY by +4.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
JQUA
+4.4%
SPY
-1.7%

Since the filing became public, JQUA outperformed SPY by +6.1% .

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.

12 top-rated funds 27 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: JQUA
450 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 450 435 3.45%
13F Shares 74M 81M -8.26%
Total Value $4.39B $5.10B -13.93%
New Positions 55 75 -20
Increased Positions 170 164 +6
Closed Positions 40 39 +1
Reduced Positions 165 148 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JQUA

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

450 + investors

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

QUARTER:
Top 25 JQUA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 hemming& Wealth Management, Inc. 18.96% 442,836 $27.2M
2 Strategent Financial, LLC 15.80% 379,444 $23.3M
3 Sage Mountain Advisors LLC 12.73% 2,967,077 $181.9M
4 Spectrum Wealth Advisory Group, LLC 12.18% 534,396 $32.8M
5 Warren Street Wealth Advisors, LLC 10.60% 679,158 $41.6M
6 Tull Financial Group, Inc. 9.21% 336,446 $20.6M
7 Hughes Financial Services, LLC 8.99% 953,690 $58.5M
8 Quadcap Wealth Management, LLC 8.68% 1,245,124 $76.4M
9 Petra Financial Advisors Inc 7.48% 197,028 $12.1M
10 Vertex Planning Partners, LLC 7.40% 621,176 $38.1M
11 REDW Wealth LLC 7.14% 292,091 $17.9M
12 LVZ, Inc. 7.12% 1,017,280 $62.4M
13 Lawood & Co 6.86% 120,533 $7.4M
14 Walled Lake Planning & Wealth Management, LLC 6.57% 364,507 $22.4M
15 Tenzing Financial LLC 5.93% 123,993 $7.9M
16 Alpha Zero LLC 5.83% 169,013 $10.7M
17 Madson Wealth Advisors Inc 5.72% 112,144 $6.9M
18 TFC Financial Management, Inc. 5.63% 745,616 $45.7M
19 Roof Eidam Maycock Peralta, LLC 5.08% 360,859 $22.1M
20 Intellus Advisors LLC 4.83% 576,692 $35.4M
21 Sanchez Wealth Management Group 4.83% 364,036 $22.3M
22 Contango Wealth Management LLC 4.74% 66,214 $4.1M
23 St Germain D J Co Inc 4.65% 1,915,635 $117.5M
24 RVW Wealth, LLC 4.39% 918,104 $56.3M
25 Cornerstone Wealth, LLC/TN 4.38% 118,802 $7.8M
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 (JQUA)

What does the Smart Money Trend signal show for JQUA?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added JQUA 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 JQUA?

Slight buying edge — 53% buying: Last quarter: 227 funds bought or added vs 204 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 JQUA holders?

Smaller funds dominant — 15% AUM from top-100: 20 of 453 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JQUA?

41% of holders stayed for 2+ years: 185 out of 453 hedge funds have held JQUA 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 (JQUA) following the 2026 Q1 hedge fund 13F filings?

As of today, JQUA has moved +4.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of +6.1%. Since the quarter end (March 31, 2026), JQUA has gained +15.9% vs +11.7% 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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