Simplicity Wealth,LLC JHCB — JOHN HANCOCK EXCHANGE TRADED

Ownership history in Simplicity Wealth,LLC  ·  5 quarters on record

AI Ownership Summary

Simplicity Wealth,LLC reported JOHN HANCOCK EXCHANGE TRADED (JHCB) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.12% in 2026 Q1. The latest visible filing shows JHCB at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JHCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Simplicity Wealth,LLC's position in JOHN HANCOCK EXCHANGE TRADED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

JHCB was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JHCB stock page Simplicity Wealth,LLC fund profile Simplicity Wealth,LLC full holdings
How Simplicity Wealth,LLC held JHCB — position size vs. price
% of Fund (quarterly)    JHCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 98,561 +20,514 +26.3% 0.12% $2.1M 2026-04-30 $21.17
2025 Q4 ADDED — — — 78,047 +26,539 +51.5% 0.10% $1.7M 2026-01-30 $21.28
2025 Q3 REDUCED 25.4% +1.0% ❌ 51,508 -17,574 -25.4% 0.06% $1.1M 2025-10-30 $21.21
2025 Q2 ADDED — — — 69,082 +56,583 +452.7% 0.06% $1.5M 2025-07-22 $20.54
2025 Q1 INITIATED — — — 12,499 — — 0.02% $265K 2025-04-15 $19.67

🏢 Other funds also holding JHCB

As of 2026 Q1 — sorted by position size

Granite Bay Wealth Management, LLC 3Y 8.05% MRP Capital Investments, LLC 3Y 0.79% Rubicon Advisors, GP 0.39% Robbins Farley 3Y 0.18% Cetera Investment Advisers 3Y 7Y 0.03% CoreCap Advisors, LLC 3Y 0.02% FLOW TRADERS U.S. LLC 3Y 7Y 0.01% Advisory Services Network, LLC 3Y 7Y 0.01% Steward Partners Investment Advisory, LLC 3Y 7Y 0.01% OLD MISSION CAPITAL LLC 3Y 7Y 0.01%

FAQ About Simplicity Wealth,LLC and JHCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Simplicity Wealth,LLC reported owning JHCB?

Simplicity Wealth,LLC reported JHCB across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported JHCB position in Simplicity Wealth,LLC's portfolio?

The largest reported portfolio weight for JHCB was 0.12% in 2026 Q1.

What is the latest reported JHCB position on this page?

The most recent filing on this page is 2026 Q1, when Simplicity Wealth,LLC reported 98,561 shares, equal to 0.12% of portfolio, with an estimated market value of $2.1M.

What does the chart on this JHCB ownership page compare?

The chart compares Simplicity Wealth,LLC's quarterly JHCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Simplicity Wealth,LLC time their JHCB position?

Based on 13F filing dates vs. subsequent JHCB price moves, Simplicity Wealth,LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on JHCB relative to SPY over the holding period was +12.4%.

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