LPL Financial LLC JHCB — JOHN HANCOCK EXCHANGE TRADED

Ownership history in LPL Financial LLC  ·  7 quarters on record

AI Ownership Summary

LPL Financial LLC reported JOHN HANCOCK EXCHANGE TRADED (JHCB) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows JHCB at 0.00% 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 JHCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LPL Financial 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 Q2

JHCB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

JHCB stock page LPL Financial LLC fund profile LPL Financial LLC full holdings
How LPL Financial 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 313,406 +90,184 +40.4% 0.00% $6.6M 2026-08-07 $20.86
2026 Q1 ADDED — — — 223,222 +34,870 +18.5% 0.00% $4.7M 2026-05-06 $21.13
2025 Q4 ADDED — — — 188,352 +66,304 +54.3% 0.00% $4.1M 2026-02-11 $21.16
2025 Q3 ADDED — — — 122,048 +9,799 +8.7% 0.00% $2.7M 2025-11-12 $21.05
2025 Q2 ADDED — — — 112,249 +30,124 +36.7% 0.00% $2.4M 2025-08-12 $20.56
2025 Q1 ADDED — — — 82,125 +16,927 +26.0% 0.00% $1.7M 2025-05-07 $19.80
2024 Q4 INITIATED — — — 65,198 — — 0.00% $1.4M 2025-02-11 $19.69

🏢 Other funds also holding JHCB

As of 2026 Q2 — sorted by position size

MRP Capital Investments, LLC 3Y 0.64% Robbins Farley 3Y 0.16% Simplicity Wealth,LLC 3Y 0.08% CoreCap Advisors, LLC 3Y 0.02% Provenance Wealth Advisors, LLC 0.02% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% Envestnet Portfolio Solutions, Inc. 0.0% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.0% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0%

FAQ About LPL Financial 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 LPL Financial LLC reported owning JHCB?

LPL Financial LLC reported JHCB across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported JHCB position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for JHCB was 0.00% in 2026 Q2.

What is the latest reported JHCB position on this page?

The most recent filing on this page is 2026 Q2, when LPL Financial LLC reported 313,406 shares, equal to 0.00% of portfolio, with an estimated market value of $6.6M.

What does the chart on this JHCB ownership page compare?

The chart compares LPL Financial 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 LPL Financial LLC time their JHCB position?

Based on 13F filing dates vs. subsequent JHCB price moves, LPL Financial LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on JHCB relative to SPY over the holding period was -12.9%.

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