Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JSCP)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
63%

Smart Money Signals — JSCP

Based on 122 hedge funds · latest filing: 2026 Q2 · 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 (100% of max)

100% of all-time peak
122 hedge funds hold JSCP 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 — +34% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+34% 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.
🟢

More buyers than sellers — 63% buying

77 buying45 selling
Last quarter: 77 funds were net buyers (13 opened a brand new position + 64 added to an existing one). Only 45 were sellers (32 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 25 → 27 → 13. 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.
📌

Mixed — 33% long-term, 32% new

33% conviction (2yr+) 35% medium 32% new
Of the 122 current holders: 40 (33%) held >2 years, 43 held 1–2 years, and 39 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.
➡️

Steady discovery — ~13 new funds/quarter

24 → 14 → 25 → 27 → 13 new funds/Q
New funds entering each quarter: 14 → 25 → 27 → 13. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 37% veterans, 43% new entrants

37% veterans 20% 1-2yr 43% new
Of 122 current holders: 45 (37%) held 2+ years, 24 held 1–2 years, 53 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
12 of 122 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — JSCP

In 2026 Q2, 77 hedge funds were net buyers of JSCP (13 opened a new position, 64 added to an existing one), while 45 reduced or exited (32 trimmed, 13 sold completely) — a 63% buyer ratio, indicating clear institutional accumulation. 21% of total institutional value in JSCP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 122.

Hedge Fund Ownership: JSCP

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

Market Analysis: JSCP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JSCP

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: JSCP
122 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 122 122 -
13F Shares 15M 13M 12.8%
Total Value $714M $633M 12.8%
New Positions 13 27 -14
Increased Positions 64 54 +10
Closed Positions 13 10 +3
Reduced Positions 32 29 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JSCP

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Institutional Holders (2026 Q2)

122 + investors

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

QUARTER:
Top 25 JSCP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 5th Street Advisors, LLC 7.11% 396,649 $18.7M
2 Roberts Wealth Advisors, LLC 6.71% 626,222 $29.5M
3 Boyce & Associates Wealth Consulting, Inc. 4.00% 122,458 $5.8M
4 Bridgewealth Advisory Group, LLC 3.45% 387,797 $18.3M
5 Roof Eidam Maycock Peralta, LLC 3.22% 347,102 $16.4M
6 21 West Wealth Management LLC 3.09% 76,794 $3.6M
7 SkyOak Wealth, LLC 2.41% 313,090 $14.8M
8 Bellevue Asset Management, LLC 1.81% 83,297 $3.9M
9 Harbour Investment Management LLC 1.75% 71,860 $3.4M
10 Clear Point Advisors Inc. 1.55% 37,040 $1.7M
11 CGN Advisors LLC 1.53% 445,972 $21.0M
12 New Insight Wealth Advisors 1.44% 103,714 $4.9M
13 TD Capital Management LLC 1.44% 372,471 $17.6M
14 Promethium Advisors,LLC 1.30% 57,265 $2.7M
15 Curry Webb Wealth Management LLC 1.16% 59,320 $2.8M
16 Milestone Investment Advisors LLC 0.95% 92,768 $4.4M
17 MCF Advisors LLC 0.87% 514,151 $24.2M
18 Capstone Wealth Management, Inc. 0.76% 21,431 $1.0M
19 Peck Wealth Management, LLC 0.65% 16,362 $771K
20 Main Street Financial Solutions, LLC 0.64% 185,467 $8.8M
21 Heritage Wealth Management, Inc. 0.62% 52,686 $2.5M
22 Noesis Capital Mangement Corp 0.58% 102,715 $4.8M
23 Barnes Pettey Financial Advisors, LLC 0.52% 35,391 $1.7M
24 Mccarter Private Wealth Services LLC 0.47% 28,695 $1.4M
25 Legacy Wealth Managment, LLC/ID 0.45% 23,140 $1.1M
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 (JSCP)

What does the Smart Money Trend signal show for JSCP?

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 JSCP?

More buyers than sellers — 63% buying: Last quarter: 77 funds were net buyers (13 opened a brand new position + 64 added to an existing one). Only 45 were sellers (32 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JSCP holders?

Strong quality — 21% AUM from major funds: 12 of 122 holders rank in the top 100 by AUM, accounting for 21% 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 JSCP?

Mixed — 33% long-term, 32% new: Of the 122 current holders: 40 (33%) held >2 years, 43 held 1–2 years, and 39 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.

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