Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

JOHN HANCOCK EXCHANGE TRADED (JHMB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
73%

Smart Money Signals — JHMB

Based on 32 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added JHMB 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
32 hedge funds hold JHMB 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 — +68% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+68% 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 — 73% buying

22 buying8 selling
Last quarter: 22 funds were net buyers (7 opened a brand new position + 15 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 5 → 5 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 44% entered in last year

■ 16% conviction (2yr+) ■ 41% medium ■ 44% new
Only 5 funds (16%) 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.
➡️

Steady discovery — ~7 new funds/quarter

10 → 7 → 5 → 5 → 7 new funds/Q
New funds entering each quarter: 7 → 5 → 5 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 69% of holders entered in last year

■ 12% veterans ■ 19% 1-2yr ■ 69% new
Of 32 current holders: 22 (69%) entered in the past year, only 4 (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.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
6 of 32 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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: JHMB

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

Market Analysis: JHMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JHMB

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: JHMB
2026 Q1 Stats Unlock in 10 days 32 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 32 28 14.29%
13F Shares 8M 6M 19.93%
Total Value $172M $144M 20.09%
New Positions 7 5 +2
Increased Positions 15 12 +3
Closed Positions 3 5 -2
Reduced Positions 5 8 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JHMB

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

32 + investors

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

Top 19 institutional holders of JHMB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 FFG RETIREMENT ADVISORS LLC 5.94% 463,251 $10.2M
2 FIDELITY D & D BANCORP INC 3.65% 414,145 $9.1M
3 Peak Wealth Management LLC 2.99% 165,282 $3.6M
4 CABOT WEALTH MANAGEMENT INC 1.76% 694,444 $15.3M
5 IAMS WEALTH MANAGEMENT, LLC 1.02% 133,286 $2.9M
6 FLAGSHIP HARBOR ADVISORS, LLC 0.39% 407,997 $9.0M
7 JOURNEY STRATEGIC WEALTH LLC 0.29% 524,652 $11.5M
8 Private Advisor Group, LLC 0.11% 1,042,175 $22.9M
9 HighTower Advisors, LLC 0.04% 1,849,845 $40.7M
10 Kestra Advisory Services, LLC 0.02% 267,510 $5.9M
11 LPL Financial LLC 0.01% 1,641,682 $36.1M
12 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 311,621 $6.9M
13 U.S. Capital Wealth Advisors, LLC 0.01% 16,384 $361K
14 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% 1,000 $22K
15 PRIVATE TRUST CO NA 0.00% 700 $15K
16 MML INVESTORS SERVICES, LLC 0.00% 9,351 $206K
17 Steward Partners Investment Advisory, LLC 0.00% 3,436 $76K
18 ENVESTNET ASSET MANAGEMENT INC 0.00% 20,064 $442K
19 Farther Finance Advisors, LLC 0.00% 250 $6K
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 — JOHN HANCOCK EXCHANGE TRADED (JHMB)

What does the Smart Money Trend signal show for JHMB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added JHMB 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 JHMB?

More buyers than sellers — 73% buying: Last quarter: 22 funds were net buyers (7 opened a brand new position + 15 added to an existing one). Only 8 were sellers (5 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JHMB holders?

Strong quality — 20% AUM from major funds: 6 of 32 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JHMB?

Mostly new holders — 44% entered in last year: Only 5 funds (16%) 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.