JHMM — JOHN HANCOCK

Ownership history in KPP Advisory Services LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which KPP Advisory Services LLC reported a position in JOHN HANCOCK (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
4.64% (2024 Q1)
Avg. % of fund
3.55%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 278,878 +10,821 +4.0% 2.65% $18.3M $65.48
2025 Q3 ADDED 268,057 +1,971 +0.7% 2.57% $17.3M $64.33
2025 Q2 ADDED 266,086 +26,140 +10.9% 4.05% $16.3M $60.79
2025 Q1 ADDED 239,946 +6,096 +2.6% 2.61% $13.7M $56.73
5 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%
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