Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

John Hancock Exchange Traded (JHCB)

23 + Investors. Track Smart Money conviction in JHCB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
64%

Smart Money Signals — JHCB

Based on 23 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
23 hedge funds hold JHCB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +64% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+64% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 64% buying

16 buying9 selling
Last quarter: 16 funds were net buyers (4 opened a brand new position + 12 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 6 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 35% long-term, 30% new

■ 35% conviction (2yr+) ■ 35% medium ■ 30% new
Of the 23 current holders: 8 (35%) held >2 years, 8 held 1–2 years, and 7 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

2 → 5 → 6 → 3 → 4 new funds/Q
New funds entering each quarter: 5 → 6 → 3 → 4. JHCB is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 35% veterans, 48% new entrants

■ 35% veterans ■ 17% 1-2yr ■ 48% new
Of 23 current holders: 8 (35%) held 2+ years, 4 held 1–2 years, 11 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
7 of 23 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — JHCB

In 2026 Q1, 16 hedge funds were net buyers of JHCB (4 opened a new position, 12 added to an existing one), while 9 reduced or exited (5 trimmed, 4 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. 22% of total institutional value in JHCB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 23.

Hedge Fund Ownership: JHCB

How many hedge funds hold JHCB — quarterly history vs. share price
Quarterly hedge fund ownership of JHCB vs. share price

Market Analysis: JHCB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JHCB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy John Hancock Exchange Traded (JHCB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much JHCB has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
JHCB
+0.7%
SPY
+15.9%

JHCB outperformed SPY by -15.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
JHCB
+1.4%
SPY
+2.0%

Since the filing became public, JHCB outperformed SPY by -0.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: JHCB
23 + Investors

Track Smart Money conviction in JHCB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 23 23 -
13F Shares 5M 4M 8.54%
Total Value $100M $94M 6.38%
New Positions 4 3 +1
Increased Positions 12 11 +1
Closed Positions 4 2 +2
Reduced Positions 5 6 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JHCB

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

23 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JHCB. Verified SEC 13F-HR filings.

QUARTER:
Top 22 JHCB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Granite Bay Wealth Management, LLC 8.05% 1,789,236 $37.8M
2 MRP Capital Investments, LLC 0.79% 42,634 $903K
3 Rubicon Advisors, GP 0.39% 21,223 $449K
4 Robbins Farley 0.18% 19,280 $408K
5 Simplicity Wealth,LLC 0.12% 98,561 $2.1M
6 Cetera Investment Advisers 0.03% 1,399,940 $29.6M
7 CoreCap Advisors, LLC 0.02% 28,043 $594K
8 Advisory Services Network, LLC 0.01% 39,416 $834K
9 Steward Partners Investment Advisory, LLC 0.01% 59,197 $1.3M
10 Old Mission Capital LLC 0.01% 18,392 $389K
11 Manufacturers Life Insurance Company, the 0.01% 288,267 $6.1M
12 Commonwealth Equity Services, LLC 0.00% 118,138 $2.5M
13 Envestnet Portfolio Solutions, Inc. 0.00% 14,499 $307K
14 International Assets Investment Management, LLC 0.00% 1,000 $21K
15 LPL Financial LLC 0.00% 223,222 $4.7M
16 Envestnet Asset Management Inc 0.00% 213,217 $4.5M
17 Osaic Holdings, INC. 0.00% 32,503 $688K
18 Goldman Sachs Group Inc 0.00% 149,419 $3.2M
19 Cwm, LLC 0.00% 5,951 $126K
20 Citadel Advisors LLC 0.00% 84,397 $1.8M
21 Jane Street Group, LLC 0.00% 60,350 $1.3M
22 Morgan Stanley 0.00% 1 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — John Hancock Exchange Traded (JHCB)

What does the Smart Money Trend signal show for JHCB?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for JHCB?

More buyers than sellers — 64% buying: Last quarter: 16 funds were net buyers (4 opened a brand new position + 12 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for JHCB holders?

Strong quality — 22% AUM from major funds: 7 of 23 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held JHCB?

Mixed — 35% long-term, 30% new: Of the 23 current holders: 8 (35%) held >2 years, 8 held 1–2 years, and 7 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy John Hancock Exchange Traded (JHCB) following the 2026 Q1 hedge fund 13F filings?

As of today, JHCB has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.6%. Since the quarter end (March 31, 2026), JHCB has gained +0.7% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →