Ownership history in KPP Advisory Services LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π KPP Advisory Services LLC underperformed the S&P 500 by β7.8% annually on this JHMM position. Timing score: 57% (4/7 decisions correct). Average cost basis: $61.12. Maximum drawdown during holding period: β4.2%.
β Significantly underperformed the S&P 500 by 7.8% ann.
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $56.22 (2024 Q1) Β· Worst: $65.48 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.65% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size