JDVI β€” JOHN HANCOCK EXCHANGE TRADED

Ownership history in Bill Few Associates, Inc.  Β·  4 quarters on record

AI Ownership Summary

Bill Few Associates, Inc. reported JOHN HANCOCK EXCHANGE TRADED (JDVI) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.34% in 2026 Q1. The latest visible filing shows JDVI at 0.34% 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 JDVI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bill Few Associates, Inc.'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

JDVI was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% 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 Q2 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.

How Bill Few Associates, Inc. held JDVI β€” position size vs. price
% of Fund (quarterly)    JDVI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 39,349 +11,479 +41.2% 0.34% $1.4M 2026-04-08 $38.26
2025 Q4 ADDED 27,870 +4,937 +21.5% 0.24% $980K 2026-01-12 $36.31
2025 Q3 ADDED 22,933 +5,031 +28.1% 0.20% $775K 2025-10-16 $33.32
2025 Q2 INITIATED 17,902 β€” β€” 0.16% $573K 2025-07-25 $31.10

FAQ About Bill Few Associates, Inc. and JDVI

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

How long has Bill Few Associates, Inc. reported owning JDVI?

Bill Few Associates, Inc. reported JDVI across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported JDVI position in Bill Few Associates, Inc.'s portfolio?

The largest reported portfolio weight for JDVI was 0.34% in 2026 Q1.

What is the latest reported JDVI position on this page?

The most recent filing on this page is 2026 Q1, when Bill Few Associates, Inc. reported 39,349 shares, equal to 0.34% of portfolio, with an estimated market value of $1.4M.

What does the chart on this JDVI ownership page compare?

The chart compares Bill Few Associates, Inc.'s quarterly JDVI 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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