JHMM β€” JOHN HANCOCK ETF TRUST

Ownership history in BELLEVUE ASSET MANAGEMENT, LLC  Β·  24 quarters on record

AI Ownership Summary

BELLEVUE ASSET MANAGEMENT, LLC reported JOHN HANCOCK ETF TRUST (JHMM) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.04% in 2023 Q4. The latest visible filing shows JHMM at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JHMM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BELLEVUE ASSET MANAGEMENT, LLC's position in JOHN HANCOCK ETF TRUST, 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
2025 Q3

JHMM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

JHMM stock page BELLEVUE ASSET MANAGEMENT, LLC fund profile BELLEVUE ASSET MANAGEMENT, LLC full holdings
How BELLEVUE ASSET MANAGEMENT, LLC held JHMM β€” position size vs. price
% of Fund (quarterly)    JHMM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 729 β€” 0% 0.02% $47K 2025-11-04 $63.52
2025 Q2 UNCHANGED 729 β€” 0% 0.02% $45K 2025-07-23 $62.71
2025 Q1 UNCHANGED 729 β€” 0% 0.02% $42K 2025-04-28 $55.29
2024 Q4 REDUCED 729 -96 -11.6% 0.02% $44K 2025-02-06 $61.80
2024 Q3 UNCHANGED 825 β€” 0% 0.03% $50K 2024-10-25 $59.01
2024 Q2 UNCHANGED 825 β€” 0% 0.03% $45K 2024-07-31 $57.11
2024 Q1 UNCHANGED 825 β€” 0% 0.03% $47K 2024-04-26 $53.60
2023 Q4 REDUCED 825 -240 -22.5% 0.04% $43K 2024-02-06 $51.28
16 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding JHMM

As of 2025 Q4 β€” sorted by position size

Granite Bay Wealth Management, LLC 3Y 10.3% Gilbert & Cook, Inc. 3Y 7Y 8.0% Garrett Wealth Advisory Group, LLC 3Y 7Y 6.92% 46 Peaks LLC 6.81% Financial Management Professionals, Inc. 3Y 7Y 5.98% Choice Wealth Advisors, LLC 3Y 5.17% ENZI WEALTH 3Y 4.85% Graney & King, LLC 4.12% Amplius Wealth Advisors, LLC 3Y 3.7% FMA Wealth Management, LLC 3.54%

FAQ About BELLEVUE ASSET MANAGEMENT, LLC and JHMM

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

How long has BELLEVUE ASSET MANAGEMENT, LLC reported owning JHMM?

BELLEVUE ASSET MANAGEMENT, LLC reported JHMM across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported JHMM position in BELLEVUE ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for JHMM was 0.04% in 2023 Q4.

What is the latest reported JHMM position on this page?

The most recent filing on this page is 2025 Q3, when BELLEVUE ASSET MANAGEMENT, LLC reported 729 shares, equal to 0.02% of portfolio, with an estimated market value of $47K.

What does the chart on this JHMM ownership page compare?

The chart compares BELLEVUE ASSET MANAGEMENT, LLC's quarterly JHMM 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.

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