Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

John Hancock Exchange Traded (JHMB)

35 + Investors. Track Smart Money conviction in JHMB. 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
57%

Smart Money Signals — JHMB

Based on 35 hedge funds · latest filing: 2026 Q2 · 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
35 hedge funds hold JHMB 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 — +21% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+21% 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.
🟡

Slight buying edge — 57% buying

21 buying16 selling
Last quarter: 21 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 8 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 31% entered in last year

■ 20% conviction (2yr+) ■ 49% medium ■ 31% new
Only 7 funds (20%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~8 new funds/quarter

6 → 5 → 7 → 8 → 8 new funds/Q
New funds entering each quarter: 5 → 7 → 8 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 20% veterans, 49% new entrants

■ 20% veterans ■ 31% 1-2yr ■ 49% new
Of 35 current holders: 7 (20%) held 2+ years, 11 held 1–2 years, 17 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
7 of 35 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — JHMB

In 2026 Q2, 21 hedge funds were net buyers of JHMB (8 opened a new position, 13 added to an existing one), while 16 reduced or exited (8 trimmed, 8 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 24% of total institutional value in JHMB is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 35.

Hedge Fund Ownership: JHMB

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

Market Analysis: JHMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JHMB

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: JHMB
35 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 35 35 -
13F Shares 8M 9M -12.39%
Total Value $172M $198M -13.0%
New Positions 8 8 -
Increased Positions 13 16 -3
Closed Positions 8 6 +2
Reduced Positions 8 3 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JHMB

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Institutional Holders (2026 Q2)

35 + investors

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

QUARTER:
Top 25 JHMB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ffg Retirement Advisors LLC 3.73% 321,016 $7.0M
2 Fidelity D & D Bancorp Inc 3.39% 450,540 $9.9M
3 Peak Wealth Management LLC 2.75% 178,328 $3.9M
4 Cabot Wealth Management Inc 1.54% 688,349 $15.1M
5 Iams Wealth Management, LLC 0.97% 147,419 $3.2M
6 Flagship Harbor Advisors, LLC 0.37% 436,320 $9.6M
7 Cadence Wealth Management LLC 0.15% 15,184 $333K
8 Gladstone Institutional Advisory LLC 0.11% 153,869 $3.4M
9 Private Advisor Group, LLC 0.08% 758,492 $16.6M
10 Legacy Capital Wealth Partners, LLC 0.08% 18,113 $397K
11 HighTower Advisors, LLC 0.04% 2,026,281 $44.5M
12 Kestra Advisory Services, LLC 0.02% 223,128 $4.9M
13 Commonwealth Equity Services, LLC 0.01% 335,668 $7.4M
14 Triumph Capital Management 0.01% 1,996 $44K
15 LPL Financial LLC 0.01% 1,349,904 $29.6M
16 Manufacturers Life Insurance Company, the 0.00% 266,812 $5.9M
17 Arax Advisory Partners 0.00% 16,384 $360K
18 Jones Financial Companies Lllp 0.00% 193,101 $4.2M
19 International Assets Investment Management, LLC 0.00% 1,000 $22K
20 Private Trust Co NA 0.00% 700 $15K
21 Raymond James Financial Inc 0.00% 109,485 $2.4M
22 Osaic Holdings, INC. 0.00% 25,108 $551K
23 NewEdge Advisors, LLC 0.00% 8,160 $179K
24 Steward Partners Investment Advisory, LLC 0.00% 3,414 $75K
25 Cetera Investment Advisers 0.00% 17,672 $388K
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 (JHMB)

What does the Smart Money Trend signal show for JHMB?

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 JHMB?

Slight buying edge — 57% buying: Last quarter: 21 funds bought or added vs 16 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for JHMB holders?

Strong quality — 24% AUM from major funds: 7 of 35 holders rank in the top 100 by AUM, accounting for 24% 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 JHMB?

Mostly new holders — 31% entered in last year: Only 7 funds (20%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.

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