JHML — JOHN HANCOCK EXCHANGE TRADED

Ownership history in Simplicity Wealth,LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in JOHN HANCOCK EXCHANGE TRADED (JHML). 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
0.61% (2025 Q4)
Avg. % of fund
0.3%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 128,580 +2,259 +1.8% 0.61% $10.3M $79.85
2025 Q3 REDUCED 126,321 -56,303 -30.8% 0.57% $9.9M $77.92
2025 Q2 ADDED 182,624 +136,635 +297.1% 0.56% $13.4M $72.93
2025 Q1 ADDED 45,989 +36,654 +392.7% 0.24% $3.1M $66.69
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JHML price (monthly, adj. close)

Other funds also holding JHML

As of 2025 Q4 — sorted by position size

Sanchez Wealth Management Group 3Y 7Y 8.51% GRIMES & Co WEALTH MANAGEMENT, LLC 3Y 7Y 3.02% IAM Advisory, LLC 3Y 2.88% ERn Financial, LLC 3Y 7Y 1.97% Foundry Financial Group, Inc. 1.19% Cooper Financial Group 3Y 7Y 1.16% Financially in Tune, LLC 0.98% FCA CORP /TX 3Y 7Y 0.79% Schneider Downs Wealth Management Advisors, LP 3Y 7Y 0.59% Ebert Capital Management Inc. 0.47%
← Back to Simplicity Wealth,LLC Holdings