Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

J P Morgan Exchange Traded F (JTEK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
11Q ▲
Buyers last Q
58%

Smart Money Signals — JTEK

Based on 181 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 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
181 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 — +72% more funds vs a year ago

fund count last 6Q
+76 new funds entered over the past year (+72% 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.
🟡

Slight buying edge — 58% buying

98 buying72 selling
Last quarter: 98 funds bought or added vs 72 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.
➡️

Steady new buyers — ~30 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 48 → 31 → 30. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 41% entered in last year

■ 17% conviction (2yr+) ■ 42% medium ■ 41% new
Only 30 funds (17%) 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.
💰

Value +111% but shares only +47% — price-driven

Value
+110%
Shares
+46%
Last quarter: the total dollar value of institutional holdings rose +111%, but actual share count only changed +47%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~30 new funds/quarter

26 → 21 → 48 → 31 → 30 new funds/Q
New funds entering each quarter: 21 → 48 → 31 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 55% of holders entered in last year

■ 12% veterans ■ 33% 1-2yr ■ 55% new
Of 181 current holders: 100 (55%) entered in the past year, only 21 (12%) 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 — 59% AUM from top-100 funds

59% from top-100 AUM funds
21 of 181 holders are among the 100 largest funds by AUM, controlling 59% 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.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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 — JTEK

In 2026 Q2, 98 hedge funds were net buyers of JTEK (30 opened a new position, 68 added to an existing one), while 72 reduced or exited (53 trimmed, 19 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 59% of total institutional value in JTEK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 181.

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

-- --

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

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

Signal Freshness measures how much JTEK has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 82d ago
JTEK
-9.7%
SPY
+2.3%

JTEK outperformed SPY by -12.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 37d ago
JTEK
-2.9%
SPY
-1.6%

Since the filing became public, JTEK outperformed SPY by -1.3% .

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.

4 top-rated funds 8 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: JTEK
180 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 180 170 5.88%
13F Shares 12M 8M 46.61%
Total Value $1.31B $621M 110.9%
New Positions 30 31 -1
Increased Positions 68 75 -7
Closed Positions 20 19 +1
Reduced Positions 53 37 +16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JTEK

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

180 + investors

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

QUARTER:
Top 25 JTEK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Oak Barrel Wealth Advisory LLC 5.94% 120,621 $13.5M
2 Hughes Financial Services, LLC 5.64% 381,610 $42.6M
3 Welch Financial Planning, LLC 5.13% 78,989 $8.8M
4 Foundry Financial Group, Inc. 4.14% 85,879 $9.6M
5 Freedom Financial Partners LLC 4.11% 113,072 $12.6M
6 Vertex Planning Partners, LLC 3.02% 182,483 $20.4M
7 Guided Capital Wealth Management, LLC 2.97% 45,554 $5.1M
8 Yarger Wealth Strategies, LLC 2.76% 73,375 $7.7M
9 Integras Partners LLC 2.67% 43,437 $4.8M
10 ERn Financial, LLC 2.22% 120,322 $13.4M
11 SilverOak Wealth Management LLC 1.88% 130,813 $14.6M
12 Potentia Wealth 1.79% 39,266 $4.4M
13 BLVD Private Wealth, LLC 1.77% 21,396 $2.4M
14 Hartford Financial Management Inc. 1.72% 69,188 $7.7M
15 Symphony Financial Services, Inc. 1.70% 33,892 $3.8M
16 Tableaux LLC 1.65% 35,169 $3.9M
17 Peck Wealth Management, LLC 1.48% 15,745 $1.8M
18 Genesis Private Wealth, LLC 1.26% 40,105 $4.5M
19 Ankerstar Wealth, LLC 1.13% 12,038 $1.3M
20 Base Wealth Management LLC 1.04% 20,016 $2.2M
21 Quadcap Wealth Management, LLC 1.03% 95,047 $10.6M
22 Tradition Wealth Management, LLC 1.02% 149,519 $16.7M
23 Fagan Associates, INC. 0.93% 67,866 $7.6M
24 Protective Life Corp 0.84% 1,054 $118K
25 Paradigm, Strategies in Wealth Management, LLC 0.84% 12,297 $1.4M
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 (JTEK)

What does the Smart Money Trend signal show for JTEK?

Buying streak — 11 quarters in a row: For 11 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?

Slight buying edge — 58% buying: Last quarter: 98 funds bought or added vs 72 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 JTEK holders?

Elite ownership — 59% AUM from top-100 funds: 21 of 181 holders are among the 100 largest funds by AUM, controlling 59% 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 — 41% entered in last year: Only 30 funds (17%) 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.

Is it too late to buy J P Morgan Exchange Traded F (JTEK) following the 2026 Q2 hedge fund 13F filings?

As of today, JTEK has moved -2.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of -1.3%. Since the quarter end (June 30, 2026), JTEK has gained -9.7% vs +2.3% 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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