JHMM β€” JOHN HANCOCK EXCHANGE TRADED

Ownership history in SpringVest Wealth Management LLC  Β·  6 quarters on record

AI Ownership Summary

SpringVest Wealth Management LLC reported JOHN HANCOCK EXCHANGE TRADED (JHMM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.25% in 2024 Q4. The latest visible filing shows JHMM at 1.03% 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 JHMM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SpringVest Wealth Management 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

JHMM was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.25% in 2024 Q4

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 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.

How SpringVest Wealth Management LLC held JHMM β€” position size vs. price
% of Fund (quarterly)    JHMM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 22,432 +994 +4.6% 1.03% $1.5M 2026-04-21 $71.88
2025 Q4 REDUCED 21,438 -919 -4.1% 0.98% $1.4M 2026-01-23 $68.80
2025 Q3 ADDED 22,357 +978 +4.6% 1.06% $1.4M 2025-11-05 $63.96
2025 Q2 REDUCED 21,379 -4,027 -15.9% 1.06% $1.3M 2025-07-23 $62.71
2025 Q1 ADDED 25,406 +1,037 +4.3% 1.21% $1.5M 2025-05-06 $56.27
2024 Q4 INITIATED 24,369 β€” β€” 1.25% $1.5M 2025-03-10 $56.47

FAQ About SpringVest Wealth Management LLC and JHMM

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

How long has SpringVest Wealth Management LLC reported owning JHMM?

SpringVest Wealth Management LLC reported JHMM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported JHMM position in SpringVest Wealth Management LLC's portfolio?

The largest reported portfolio weight for JHMM was 1.25% in 2024 Q4.

What is the latest reported JHMM position on this page?

The most recent filing on this page is 2026 Q1, when SpringVest Wealth Management LLC reported 22,432 shares, equal to 1.03% of portfolio, with an estimated market value of $1.5M.

What does the chart on this JHMM ownership page compare?

The chart compares SpringVest Wealth Management LLC's quarterly JHMM 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.

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