Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

John Hancock Exchange Traded (JHMM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
4Q ▲
Buyers last Q
51%

Smart Money Signals — JHMM

Based on 277 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added JHMM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
277 hedge funds hold JHMM 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+41 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

121 buying118 selling
Last quarter: 121 funds bought or added vs 118 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.
⚠️

Fewer new buyers each quarter (-23 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 25 → 19 → 50 → 27. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 26% medium ■ 22% new
145 out of 277 hedge funds have held JHMM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

23 → 25 → 19 → 50 → 27 new funds/Q
New funds entering each quarter: 25 → 19 → 50 → 27. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 56% veterans vs 26% newcomers

■ 56% veterans ■ 18% 1-2yr ■ 26% new
Entry-cohort mix of 277 holders: 155 (56%) are 2+ year veterans, 49 entered 1–2 years ago, and 73 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
16 of 277 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in JHMM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — JHMM

In 2026 Q1, 121 hedge funds were net buyers of JHMM (27 opened a new position, 94 added to an existing one), while 118 reduced or exited (96 trimmed, 22 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 57% of total institutional value in JHMM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 277.

Hedge Fund Ownership: JHMM

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

Market Analysis: JHMM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: JHMM

-- --

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

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

Signal Freshness measures how much JHMM 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
JHMM
+11.1%
SPY
+15.9%

JHMM outperformed SPY by -4.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
JHMM
+5.1%
SPY
+2.0%

Since the filing became public, JHMM outperformed SPY by +3.1% .

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.

7 top-rated funds 8 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: JHMM
274 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 274 272 0.74%
13F Shares 51M 46M 9.86%
Total Value $3.33B $3.22B 3.58%
New Positions 27 50 -23
Increased Positions 93 85 +8
Closed Positions 25 23 +2
Reduced Positions 95 94 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JHMM

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Institutional Holders (2026 Q1)

274 + investors

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

QUARTER:
Top 25 JHMM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nvest Wealth Strategies, Inc. 19.57% 416,595 $28.0M
2 Granite Bay Wealth Management, LLC 9.66% 676,992 $45.4M
3 Gilbert & Cook, Inc. 8.68% 1,001,204 $67.2M
4 Graney & King, LLC 7.65% 211,453 $14.2M
5 46 Peaks LLC 7.11% 145,555 $9.8M
6 Financial Management Professionals, Inc. 6.72% 892,828 $59.9M
7 Garrett Wealth Advisory Group, LLC 6.72% 562,825 $37.8M
8 Choice Wealth Advisors LLC 5.30% 201,138 $13.5M
9 J. R. Prunier Capital Management LLC 5.13% 179,959 $12.1M
10 Enzi Wealth 4.28% 183,499 $12.3M
11 Amplius Wealth Advisors, LLC 3.75% 670,909 $45.0M
12 FMA Wealth Management, LLC 3.72% 83,281 $5.6M
13 Hixon Zuercher, LLC 3.08% 147,589 $9.9M
14 Eldridge Investment Advisors, Inc. 2.72% 185,100 $12.4M
15 Sanchez Wealth Management Group 2.62% 180,817 $12.1M
16 KPP Advisory Services LLC 2.60% 266,845 $17.9M
17 BankPlus Trust Department 2.53% 141,275 $9.5M
18 Frederick Financial Consultants, LLC 2.11% 63,048 $4.2M
19 WPG Advisers, LLC 2.07% 41,904 $2.8M
20 Keystone Financial Services, LLC 1.91% 42,268 $2.8M
21 Newman Dignan & Sheerar, Inc. 1.65% 116,560 $7.8M
22 Wetzel Investment Advisors, INC. 1.56% 58,378 $3.9M
23 Baker Ellis Asset Management LLC 1.52% 190,546 $12.8M
24 Tme Financial, INC. 1.17% 25,083 $1.7M
25 Gaddis Premier Wealth Advisors LLC 1.17% 23,538 $1.6M
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 (JHMM)

What does the Smart Money Trend signal show for JHMM?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added JHMM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for JHMM?

Slight buying edge — 51% buying: Last quarter: 121 funds bought or added vs 118 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 JHMM holders?

Elite ownership — 57% AUM from top-100 funds: 16 of 277 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in JHMM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held JHMM?

52% of holders stayed for 2+ years: 145 out of 277 hedge funds have held JHMM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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

As of today, JHMM has moved +5.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +3.1%. Since the quarter end (March 31, 2026), JHMM has gained +11.1% 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.

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