Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JSCP)

101 + 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
↑ +11
Streak
7Q ▲
Buyers last Q
71%

Smart Money Signals — JSCP

Based on 101 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added JSCP 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
101 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 — +36% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+36% 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 — 71% buying

76 buying31 selling
Last quarter: 76 funds were net buyers (23 opened a brand new position + 53 added to an existing one). Only 31 were sellers (19 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new JSCP position: 9 → 23 → 14 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 30% long-term, 33% new

30% conviction (2yr+) 38% medium 33% new
Of the 101 current holders: 30 (30%) held >2 years, 38 held 1–2 years, and 33 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

12 → 9 → 23 → 14 → 23 new funds/Q
New funds entering each quarter: 9 → 23 → 14 → 23. A growing number of institutions are discovering JSCP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 45% new entrants

37% veterans 19% 1-2yr 45% new
Of 101 current holders: 37 (37%) held 2+ years, 19 held 1–2 years, 45 (45%) 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
9 of 101 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 3 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: JSCP
2026 Q1 Stats Unlock in 19 days 101 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 101 90 12.22%
13F Shares 13M 12M 16.21%
Total Value $640M $550M 16.33%
New Positions 23 14 +9
Increased Positions 53 49 +4
Closed Positions 12 13 -1
Reduced Positions 19 14 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JSCP

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

101 + investors

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

Top 25 institutional holders of JSCP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Roberts Wealth Advisors, LLC 7.05% 587,373 $27.8M
2 Boyce & Associates Wealth Consulting, Inc. 4.28% 119,361 $5.6M
3 21 West Wealth Management LLC 3.74% 85,146 $4.0M
4 SkyOak Wealth, LLC 2.52% 291,446 $13.8M
5 BELLEVUE ASSET MANAGEMENT, LLC 2.23% 94,396 $4.5M
6 HARBOUR INVESTMENT MANAGEMENT LLC 1.82% 70,850 $3.4M
7 CGN Advisors LLC 1.44% 386,739 $18.3M
8 PROMETHIUM ADVISORS,LLC 1.30% 53,065 $2.5M
9 Heritage Wealth Management, Inc. 1.19% 50,915 $2.4M
10 BARNES PETTEY FINANCIAL ADVISORS, LLC 0.43% 21,093 $998K
11 USAdvisors Wealth Management, LLC 0.36% 23,162 $1K
12 BEAM WEALTH ADVISORS, INC. 0.34% 29,275 $1.4M
13 Apella Capital, LLC 0.30% 430,656 $20.4M
14 HB Wealth Management, LLC 0.23% 752,086 $35.6M
15 Interchange Capital Partners, LLC 0.20% 13,600 $642K
16 Flagship Capital Management Inc. 0.19% 5,600 $265K
17 INVENIO WEALTH PARTNERS LLC 0.19% 9,978 $472K
18 Clear Creek Financial Management, LLC 0.16% 45,184 $2.1M
19 CARY STREET PARTNERS FINANCIAL LLC 0.13% 109,680 $5.2M
20 LexAurum Advisors, LLC 0.11% 17,732 $839K
21 Perigon Wealth Management, LLC 0.11% 124,446 $5.9M
22 LODESTAR PRIVATE ASSET MANAGEMENT LLC 0.10% 22,489 $1.1M
23 Professional Financial Advisors, LLC 0.10% 10,591 $501K
24 Whitegate Investment Counselors, Inc. 0.10% 6,708 $317K
25 CRA Financial Services, LLC 0.08% 13,409 $634K
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?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added JSCP 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 JSCP?

More buyers than sellers — 71% buying: Last quarter: 76 funds were net buyers (23 opened a brand new position + 53 added to an existing one). Only 31 were sellers (19 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JSCP holders?

Smaller funds dominant — 15% AUM from top-100: 9 of 101 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 JSCP?

Mixed — 30% long-term, 33% new: Of the 101 current holders: 30 (30%) held >2 years, 38 held 1–2 years, and 33 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.