Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P MORGAN EXCHANGE TRADED F (JTEK)

146 + Investors. Track Smart Money conviction in JTEK. 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
↑ +34
Streak
9Q ▲
Buyers last Q
74%

Smart Money Signals — JTEK

Based on 146 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added JTEK 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
146 hedge funds hold JTEK 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 — +125% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+125% 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 — 74% buying

102 buying36 selling
Last quarter: 102 funds were net buyers (42 opened a brand new position + 60 added to an existing one). Only 36 were sellers (28 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new JTEK position: 32 → 23 → 20 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 51% entered in last year

5% conviction (2yr+) 45% medium 51% new
Only 7 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

22 → 32 → 23 → 20 → 42 new funds/Q
New funds entering each quarter: 32 → 23 → 20 → 42. A growing number of institutions are discovering JTEK each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 71% of holders entered in last year

1% veterans 27% 1-2yr 71% new
Of 146 current holders: 104 (71%) entered in the past year, only 2 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
12 of 146 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in JTEK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
5.3
out of 10
Moderate Exit Risk
Exit risk score 5.3/10 — 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.

Hedge Fund Ownership: JTEK

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

Market Analysis: JTEK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JTEK

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

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 6 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: JTEK
2026 Q1 Stats Unlock in 21 days 146 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 146 112 30.36%
13F Shares 11M 10M 11.43%
Total Value $1.04B $914M 13.83%
New Positions 42 20 +22
Increased Positions 60 60 -
Closed Positions 8 7 +1
Reduced Positions 28 16 +12
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JTEK

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Institutional Holders (2026 Q1)

146 + investors

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

Top 25 institutional holders of JTEK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Welch Financial Planning, LLC 5.06% 88,517 $7.0M
2 Foundry Financial Group, Inc. 3.68% 93,224 $7.4M
3 Freedom Financial Partners LLC 3.04% 107,231 $8.5M
4 ERn Financial, LLC 1.78% 118,987 $9.5M
5 BLVD Private Wealth, LLC 1.52% 21,939 $1.7M
6 Hartford Financial Management Inc. 1.46% 72,085 $5.7M
7 Ulland Investment Advisors, LLC 1.42% 20,849 $2K
8 Composition Wealth, LLC 0.40% 366,799 $29.2M
9 Financially Speaking Inc 0.36% 920 $73K
10 GENESIS PRIVATE WEALTH, LLC 0.33% 13,059 $1.0M
11 ATTICUS WEALTH MANAGEMENT, LLC 0.31% 14,390 $1.1M
12 FOUNDERS FINANCIAL SECURITIES LLC 0.23% 45,271 $3.8M
13 Wagner Wealth Management, LLC 0.20% 12,204 $971K
14 Red Mountain Financial, LLC 0.19% 2,583 $205K
15 MBL Wealth, LLC 0.16% 26,067 $2.1M
16 Private Wealth Partners, LLC 0.15% 23,905 $1.9M
17 SFG Wealth Management, LLC. 0.14% 4,165 $331K
18 55 North Private Wealth, LLC 0.14% 6,685 $532K
19 SILVER OAK SECURITIES, INCORPORATED 0.13% 22,428 $1.8M
20 Archford Capital Strategies, LLC 0.10% 11,511 $916K
21 Comprehensive Financial Planning, Inc./PA 0.10% 1,848 $147K
22 Krilogy Financial LLC 0.10% 32,991 $3.0M
23 Ignite Planners, LLC 0.10% 7,739 $617K
24 Fermata Advisors, LLC 0.07% 3,831 $305K
25 Cooper Financial Group 0.06% 7,601 $605K
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 (JTEK)

What does the Smart Money Trend signal show for JTEK?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added JTEK 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 JTEK?

More buyers than sellers — 74% buying: Last quarter: 102 funds were net buyers (42 opened a brand new position + 60 added to an existing one). Only 36 were sellers (28 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JTEK holders?

Elite ownership — 61% AUM from top-100 funds: 12 of 146 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in JTEK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JTEK?

Mostly new holders — 51% entered in last year: Only 7 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.