JHMM — JOHN HANCOCK EXCHANGE TRADED

Ownership history in Executive Wealth Management, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in JOHN HANCOCK EXCHANGE TRADED (JHMM). 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
2.98% (2024 Q2)
Avg. % of fund
1.68%
First filed
2023 Q3
Last filed
2024 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 294,588 -323 -0.1% 1.38% $17.6M $59.13
2024 Q3 ADDED 294,911 +89 +0.0% 2.26% $17.8M $59.24
2024 Q2 ADDED 294,822 +23,334 +8.6% 2.98% $16.2M $54.16
2024 Q1 ADDED 271,488 +53,743 +24.7% 1.36% $15.5M $56.22
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JHMM price (monthly, adj. close)

Other funds also holding JHMM

As of 2025 Q4 — 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% Amplius Wealth Advisors, LLC 3Y 3.7% FMA Wealth Management, LLC 3.54% Hixon Zuercher, LLC 3Y 2.88%
← Back to Executive Wealth Management, LLC Holdings