Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JSCP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
8Q ▲
Buyers last Q
68%

Smart Money Signals — JSCP

Based on 121 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
121 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 — +55% more funds vs a year ago

fund count last 6Q
+43 new funds entered over the past year (+55% 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 — 68% buying

80 buying38 selling
Last quarter: 80 funds were net buyers (26 opened a brand new position + 54 added to an existing one). Only 38 were sellers (29 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~26 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 14 → 25 → 26. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 30% long-term, 37% new

■ 30% conviction (2yr+) ■ 33% medium ■ 37% new
Of the 121 current holders: 36 (30%) held >2 years, 40 held 1–2 years, and 45 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

10 → 23 → 14 → 25 → 26 new funds/Q
New funds entering each quarter: 23 → 14 → 25 → 26. A growing number of institutions are discovering JSCP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 36% veterans, 46% new entrants

■ 36% veterans ■ 17% 1-2yr ■ 46% new
Of 121 current holders: 44 (36%) held 2+ years, 21 held 1–2 years, 56 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
12 of 121 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 Q1, 80 hedge funds were net buyers of JSCP (26 opened a new position, 54 added to an existing one), while 38 reduced or exited (29 trimmed, 9 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 121.

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

-- --

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

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

Signal Freshness measures how much JSCP 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 · 76d ago
JSCP
-0.4%
SPY
+15.9%

JSCP outperformed SPY by -16.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
JSCP
+0.6%
SPY
+2.0%

Since the filing became public, JSCP outperformed SPY by -1.4% .

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.

3 top-rated funds 4 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: JSCP
121 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 121 104 16.35%
13F Shares 13M 14M -0.94%
Total Value $630M $644M -2.18%
New Positions 26 25 +1
Increased Positions 54 53 +1
Closed Positions 9 12 -3
Reduced Positions 29 20 +9
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)

121 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 5th Street Advisors, LLC 7.86% 385,613 $18.2M
2 Roberts Wealth Advisors, LLC 7.05% 587,373 $27.8M
3 Boyce & Associates Wealth Consulting, Inc. 4.28% 119,361 $5.6M
4 Roof Eidam Maycock Peralta, LLC 3.77% 347,811 $16.5M
5 21 West Wealth Management LLC 3.74% 85,146 $4.0M
6 Bridgewealth Advisory Group, LLC 3.65% 372,489 $17.6M
7 SkyOak Wealth, LLC 2.52% 291,446 $13.8M
8 Bellevue Asset Management, LLC 2.23% 94,396 $4.5M
9 Harbour Investment Management LLC 1.82% 70,850 $3.4M
10 Signet Financial Management, LLC 1.47% 277,982 $13.1M
11 CGN Advisors LLC 1.44% 386,739 $18.3M
12 Curry Webb Wealth Management LLC 1.37% 61,477 $2.9M
13 TD Capital Management LLC 1.37% 321,942 $15.2M
14 Promethium Advisors,LLC 1.30% 53,065 $2.5M
15 New Insight Wealth Advisors 1.27% 74,646 $3.5M
16 Heritage Wealth Management, Inc. 1.19% 50,915 $2.4M
17 MCF Advisors LLC 1.06% 509,014 $24.1M
18 Milestone Investment Advisors LLC 1.03% 90,443 $4.3M
19 Capstone Wealth Management, Inc. 0.85% 21,195 $999K
20 Noesis Capital Mangement Corp 0.69% 98,352 $4.7M
21 MidAtlantic Capital Management, Inc. 0.56% 17,066 $807K
22 EP Wealth Advisors, LLC 0.52% 2,219,401 $105.0M
23 Legacy Edge Advisors, LLC 0.51% 102,068 $4.8M
24 Hennion & Walsh Asset Management, Inc. 0.45% 279,897 $13.2M
25 Barnes Pettey Financial Advisors, LLC 0.43% 21,093 $998K
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 — 8 quarters in a row: For 8 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 — 68% buying: Last quarter: 80 funds were net buyers (26 opened a brand new position + 54 added to an existing one). Only 38 were sellers (29 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JSCP holders?

Smaller funds dominant — 3% AUM from top-100: 12 of 121 holders rank in the top 100 by AUM, but together hold only 3% 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, 37% new: Of the 121 current holders: 36 (30%) held >2 years, 40 held 1–2 years, and 45 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.

Is it too late to buy J P Morgan Exchange Traded F (JSCP) following the 2026 Q1 hedge fund 13F filings?

As of today, JSCP has moved +0.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.4%. Since the quarter end (March 31, 2026), JSCP has gained -0.4% vs +15.9% 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.

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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