Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JQUA)

403 + 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
↑ +34
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — JQUA

Based on 403 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
403 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

224 buying171 selling
Last quarter: 224 funds bought or added vs 171 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 (+27 vs last Q)

new funds entering per quarter
Funds opening a new JQUA position: 36 → 46 → 42 → 69. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 26% new

■ 39% conviction (2yr+) ■ 35% medium ■ 26% new
Of the 403 current holders: 158 (39%) held >2 years, 142 held 1–2 years, and 103 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📈

Growing discovery — still being found

71 → 36 → 46 → 42 → 69 new funds/Q
New funds entering each quarter: 36 → 46 → 42 → 69. A growing number of institutions are discovering JQUA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 34% veterans, 37% new entrants

■ 34% veterans ■ 29% 1-2yr ■ 37% new
Of 403 current holders: 139 (34%) held 2+ years, 116 held 1–2 years, 148 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
17 of 403 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

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

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

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 21 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: JQUA
2026 Q1 Stats Unlock in 22 days 403 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 403 369 9.21%
13F Shares 79M 77M 3.16%
Total Value $4.99B $4.81B 3.62%
New Positions 69 42 +27
Increased Positions 155 151 +4
Closed Positions 35 35 -
Reduced Positions 136 129 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JQUA

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Valuation Measures Data as of: --

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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) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

403 + investors

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

Top 25 institutional holders of JQUA — 2025 Q4 · 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 Warren Street Wealth Advisors, LLC 10.60% 679,158 $41.6M
4 LAWOOD & CO 6.86% 120,533 $7.4M
5 Tenzing Financial LLC 5.93% 123,993 $7.9M
6 Madson Wealth Advisors Inc 5.72% 112,144 $6.9M
7 TFC Financial Management, Inc. 5.63% 745,616 $45.7M
8 ST GERMAIN D J CO INC 4.65% 1,915,635 $117.5M
9 RVW Wealth, LLC 4.39% 918,104 $56.3M
10 SEAMOUNT FINANCIAL GROUP INC 4.28% 154,992 $9.5M
11 KELLY FINANCIAL GROUP LLC 4.17% 270,353 $16.6M
12 Waterway Wealth Management, LLC 3.91% 317,431 $17.7M
13 VALICENTI ADVISORY SERVICES INC 3.86% 288,971 $18K
14 Goldstone Financial Group, LLC 3.86% 580,418 $35.6M
15 Able Wealth Management LLC 3.73% 227,384 $13.9M
16 Breakwater Capital Group 3.61% 439,064 $26.9M
17 Clarus Wealth Advisors 3.57% 134,903 $8.4M
18 MBA Advisors LLC 3.19% 135,353 $8.3M
19 Madrid Wealth Management, LLC 3.15% 67,997 $4.2M
20 Prism Advisors, Inc. 3.07% 187,568 $11.5M
21 Weil Company, Inc. 2.61% 189,911 $11.6M
22 Plan Group Financial, LLC 2.41% 167,437 $10.3M
23 ProCore Advisors, LLC 2.08% 22,124 $1.4M
24 Financial Futures Ltd Liability Co. 2.01% 74,787 $4.6M
25 EHRLICH FINANCIAL GROUP 1.95% 55,392 $3.4M
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 — 3 quarters in a row: For 3 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 — 57% buying: Last quarter: 224 funds bought or added vs 171 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 — 18% AUM from top-100: 17 of 403 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held JQUA?

Mixed — 39% long-term, 26% new: Of the 403 current holders: 158 (39%) held >2 years, 142 held 1–2 years, and 103 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.