Granite Bay Wealth Management, LLC JHCB JOHN HANCOCK EXCHANGE TRADED

Ownership history in Granite Bay Wealth Management, LLC  ·  16 quarters on record

AI Ownership Summary

Granite Bay Wealth Management, LLC reported JOHN HANCOCK EXCHANGE TRADED (JHCB) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 14.51% in 2024 Q2. The latest visible filing shows JHCB at 8.53% 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 JHCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Granite Bay Wealth Management, LLC'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
2025 Q4

JHCB was reported at 8.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.51% in 2024 Q2

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 Q4

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 Granite Bay Wealth Management, LLC held JHCB — position size vs. price
% of Fund (quarterly)    JHCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,648,326 +135,734 +9.0% 8.53% $35.5M 2026-02-14 (Est.) $21.57
2025 Q3 ADDED 1,512,592 +171,565 +12.8% 8.56% $32.9M 2025-10-15 $21.35
2025 Q2 ADDED 1,341,027 +132,302 +10.9% 9.24% $28.7M 2025-07-08 $20.51
2025 Q1 ADDED 1,208,725 +77,784 +6.9% 8.91% $25.7M 2025-04-10 $19.56
2024 Q4 ADDED 1,130,941 +59,354 +5.5% 8.77% $23.7M 2025-01-13 $19.58
2024 Q3 REDUCED 98.4% -2.8% 1,071,587 -67,536,387 -98.4% 13.18% $23.5M 2024-10-03 $20.30
2024 Q2 ADDED 68,607,974 +67,817,309 +8577.2% 14.51% $1.44B 2024-07-15 $19.50
2024 Q1 REDUCED 93.5% -0.3% 790,665 -11,413,891 -93.5% 9.55% $16.8M 2024-04-30 $18.71
2023 Q4 ADDED 12,204,556 +2,739,023 +28.9% 2.23% $249.0M 2024-01-29 $19.09
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Granite Bay Wealth Management, LLC and JHCB

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

How long has Granite Bay Wealth Management, LLC reported owning JHCB?

Granite Bay Wealth Management, LLC reported JHCB across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported JHCB position in Granite Bay Wealth Management, LLC's portfolio?

The largest reported portfolio weight for JHCB was 14.51% in 2024 Q2.

What is the latest reported JHCB position on this page?

The most recent filing on this page is 2025 Q4, when Granite Bay Wealth Management, LLC reported 1,648,326 shares, equal to 8.53% of portfolio, with an estimated market value of $35.5M.

What does the chart on this JHCB ownership page compare?

The chart compares Granite Bay Wealth Management, LLC's quarterly JHCB 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.

How well did Granite Bay Wealth Management, LLC time their JHCB position?

Based on 13F filing dates vs. subsequent JHCB price moves, Granite Bay Wealth Management, LLC correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on JHCB relative to SPY over the holding period was -9.8%.

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