Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

JOHN HANCOCK EXCHANGE TRADED (JHPI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
4Q ▲
Buyers last Q
85%

Smart Money Signals — JHPI

Based on 46 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added JHPI 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
46 hedge funds hold JHPI 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 — +92% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+92% 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 — 85% buying

39 buying7 selling
Last quarter: 39 funds were net buyers (12 opened a brand new position + 27 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 5 → 7 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 43% entered in last year

■ 22% conviction (2yr+) ■ 35% medium ■ 43% new
Only 10 funds (22%) 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

2 → 7 → 5 → 7 → 12 new funds/Q
New funds entering each quarter: 7 → 5 → 7 → 12. A growing number of institutions are discovering JHPI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 24% veterans, 52% new entrants

■ 24% veterans ■ 24% 1-2yr ■ 52% new
Of 46 current holders: 11 (24%) held 2+ years, 11 held 1–2 years, 24 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
5 of 46 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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: JHPI

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

Market Analysis: JHPI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JHPI

-- --

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.

6 top-rated funds 2 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: JHPI
2026 Q1 Stats Unlock in 10 days 46 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 46 36 27.78%
13F Shares 4M 4M 0.32%
Total Value $100M $101M -1.12%
New Positions 12 7 +5
Increased Positions 27 21 +6
Closed Positions 2 3 -1
Reduced Positions 5 7 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JHPI

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

46 + investors

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

Top 25 institutional holders of JHPI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PTM WEALTH MANAGEMENT, LLC 6.03% 500,947 $11.4M
2 Granite Bay Wealth Management, LLC 3.92% 815,457 $18.4M
3 FFG RETIREMENT ADVISORS LLC 2.23% 169,963 $3.8M
4 BDFS Capital LLC 1.61% 148,215 $3.3M
5 Robbins Farley 1.59% 158,882 $3.6M
6 Burk Holdings LLC 1.37% 141,651 $3.2M
7 Uniting Wealth Partners, LLC 0.67% 139,414 $3.1M
8 Etesian Wealth Advisors, Inc. 0.34% 47,304 $1.1M
9 Quad-Cities Investment Group, LLC 0.20% 22,065 $498K
10 Beacon Financial Advisory LLC 0.19% 38,156 $862K
11 Stonebridge Financial Planning Group, LLC 0.11% 12,684 $286K
12 GENESIS PRIVATE WEALTH, LLC 0.09% 12,000 $271K
13 Mutual Advisors, LLC 0.06% 126,556 $2.9M
14 Meridian Wealth Management, LLC 0.05% 64,589 $1.5M
15 LAUREL OAK WEALTH MANAGEMENT, LLC 0.05% 13,422 $303K
16 Compass Ion Advisors, LLC 0.05% 23,192 $524K
17 Indivisible Partners 0.04% 19,618 $443K
18 Capital Advisors, Ltd. LLC 0.03% 12,599 —
19 Sanctuary Advisors, LLC 0.02% 146,088 $3.3M
20 Private Advisor Group, LLC 0.02% 148,584 $3.4M
21 Janney Montgomery Scott LLC 0.01% 149,925 $3K
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 225,940 $5.1M
23 Spire Wealth Management 0.01% 8,150 $184K
24 LPL Financial LLC 0.01% 1,005,845 $22.7M
25 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% 3,305 $75K
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 (JHPI)

What does the Smart Money Trend signal show for JHPI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added JHPI 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 JHPI?

More buyers than sellers — 85% buying: Last quarter: 39 funds were net buyers (12 opened a brand new position + 27 added to an existing one). Only 7 were sellers (5 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JHPI holders?

Strong quality — 22% AUM from major funds: 5 of 46 holders rank in the top 100 by AUM, accounting for 22% 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 JHPI?

Mostly new holders — 43% entered in last year: Only 10 funds (22%) 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.