JHPI — JOHN HANCOCK EXCHANGE TRADED

Ownership history in Etesian Wealth Advisors, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Etesian Wealth Advisors, Inc. reported a position in JOHN HANCOCK EXCHANGE TRADED (JHPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.33% (2025 Q4)
Avg. % of fund
0.28%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 46,563 +7,676 +19.7% 0.33% $1.1M $22.76
2025 Q3 ADDED 38,887 +12,752 +48.8% 0.30% $901K $22.63
2025 Q2 INITIATED 26,135 — — 0.22% $589K $21.75
% of Fund (quarterly)    JHPI price (monthly, adj. close)

Other funds also holding JHPI

As of 2025 Q4 — sorted by position size

Granite Bay Wealth Management, LLC 3Y 4.23% Eldridge Investment Advisors, Inc. 3Y 7Y 2.72% BDFS Capital LLC 1.7% Robbins Farley 3Y 1.6% 1620 INVESTMENT ADVISORS, INC. 3Y 0.95% Quad-Cities Investment Group, LLC 3Y 7Y 0.2% Beacon Financial Advisory LLC 3Y 0.2% Stonebridge Financial Planning Group, LLC 3Y 0.1% GENESIS PRIVATE WEALTH, LLC 0.09% Empire Financial Management Company, LLC 0.07%
← Back to Etesian Wealth Advisors, Inc. Holdings