JOURNEY STRATEGIC WEALTH LLC JHMB — JOHN HANCOCK EXCHANGE TRADED

Ownership history in JOURNEY STRATEGIC WEALTH LLC  ·  5 quarters on record

AI Ownership Summary

JOURNEY STRATEGIC WEALTH LLC reported JOHN HANCOCK EXCHANGE TRADED (JHMB) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.33% in 2025 Q2. The latest visible filing shows JHMB at 0.29% 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 JHMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JOURNEY STRATEGIC WEALTH 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
2026 Q1

JHMB was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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.

JHMB stock page JOURNEY STRATEGIC WEALTH LLC fund profile JOURNEY STRATEGIC WEALTH LLC full holdings
How JOURNEY STRATEGIC WEALTH LLC held JHMB — position size vs. price
% of Fund (quarterly)    JHMB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 524,652 +8,455 +1.6% 0.29% $11.5M 2026-04-15 $21.98
2025 Q4 ADDED — — — 516,197 +23,884 +4.9% 0.30% $11.4M 2026-02-13 $22.16
2025 Q3 ADDED — — — 492,313 +33,565 +7.3% 0.31% $10.9M 2025-11-12 $21.73
2025 Q2 ADDED — — — 458,748 +124,757 +37.4% 0.33% $10.0M 2025-08-12 $21.05
2025 Q1 INITIATED — — — 333,991 — — 0.26% $7.3M 2025-05-06 $20.63

🏢 Other funds also holding JHMB

As of 2026 Q1 — sorted by position size

FFG RETIREMENT ADVISORS LLC 5.94% FIDELITY D & D BANCORP INC 3.65% Peak Wealth Management LLC 2.99% CABOT WEALTH MANAGEMENT INC 3Y 7Y 1.76% IAMS WEALTH MANAGEMENT, LLC 1.02% FLAGSHIP HARBOR ADVISORS, LLC 3Y 7Y 0.39% Cadence Wealth Management LLC 3Y 0.13% Private Advisor Group, LLC 3Y 7Y 0.11% Gladstone Institutional Advisory LLC 3Y 7Y 0.11% Legacy Capital Wealth Partners, LLC 3Y 0.08%

FAQ About JOURNEY STRATEGIC WEALTH LLC and JHMB

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

How long has JOURNEY STRATEGIC WEALTH LLC reported owning JHMB?

JOURNEY STRATEGIC WEALTH LLC reported JHMB across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported JHMB position in JOURNEY STRATEGIC WEALTH LLC's portfolio?

The largest reported portfolio weight for JHMB was 0.33% in 2025 Q2.

What is the latest reported JHMB position on this page?

The most recent filing on this page is 2026 Q1, when JOURNEY STRATEGIC WEALTH LLC reported 524,652 shares, equal to 0.29% of portfolio, with an estimated market value of $11.5M.

What does the chart on this JHMB ownership page compare?

The chart compares JOURNEY STRATEGIC WEALTH LLC's quarterly JHMB 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 JOURNEY STRATEGIC WEALTH LLC time their JHMB position?

Based on 13F filing dates vs. subsequent JHMB price moves, JOURNEY STRATEGIC WEALTH LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on JHMB relative to SPY over the holding period was -16.8%.

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