WIN ADVISORS, INC JHML β€” JOHN HANCOCK EXCHANGE TRADED

Ownership history in WIN ADVISORS, INC  Β·  4 quarters on record

AI Ownership Summary

WIN ADVISORS, INC reported JOHN HANCOCK EXCHANGE TRADED (JHML) in 4 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.37% in 2024 Q4. The latest visible filing shows JHML at 0.96% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JHML ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WIN ADVISORS, INC'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

JHML was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.37% 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 Q2 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.

JHML stock page WIN ADVISORS, INC fund profile WIN ADVISORS, INC full holdings
How WIN ADVISORS, INC held JHML β€” position size vs. price
% of Fund (quarterly)    JHML price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 26,767 -13,877 -34.1% 0.96% $2.1M 2026-05-01 $85.48
2024 Q4 REDUCED 11.9% -3.2% βœ… 40,644 -5,489 -11.9% 1.37% $2.8M 2025-01-27 $71.26
2024 Q2 REDUCED 22.2% +6.8% ❌ 46,133 -13,173 -22.2% 1.34% $3.0M 2024-08-02 $63.24
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding JHML

As of 2026 Q1 β€” sorted by position size

Sanchez Wealth Management Group 3Y 7Y 8.53% PMG Wealth Management, Inc. 4.41% GRIMES & Co WEALTH MANAGEMENT, LLC 3Y 7Y 3.37% IAM Advisory, LLC 3Y 2.83% ERn Financial, LLC 3Y 7Y 1.96% Cooper Financial Group 3Y 7Y 1.12% Financially in Tune, LLC 0.84% Simplicity Wealth,LLC 3Y 0.75% Foundry Financial Group, Inc. 0.75% Ebert Capital Management Inc. 0.48%

FAQ About WIN ADVISORS, INC and JHML

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

How long has WIN ADVISORS, INC reported owning JHML?

WIN ADVISORS, INC reported JHML across 3 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported JHML position in WIN ADVISORS, INC's portfolio?

The largest reported portfolio weight for JHML was 1.37% in 2024 Q4.

What is the latest reported JHML position on this page?

The most recent filing on this page is 2026 Q1, when WIN ADVISORS, INC reported 26,767 shares, equal to 0.96% of portfolio, with an estimated market value of $2.1M.

What does the chart on this JHML ownership page compare?

The chart compares WIN ADVISORS, INC's quarterly JHML 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 WIN ADVISORS, INC time their JHML position?

Based on 13F filing dates vs. subsequent JHML price moves, WIN ADVISORS, INC correctly timed 1 out of 3 reported position changes (33%).

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