Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

JOHN HANCOCK EXCHANGE TRADED (JHMM)

252 + 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
↑ +23
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — JHMM

Based on 252 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
252 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 — +10% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

127 buying109 selling
Last quarter: 127 funds bought or added vs 109 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.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new JHMM position: 20 → 21 → 18 → 46. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 22% new
140 out of 252 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

36 → 20 → 21 → 18 → 46 new funds/Q
New funds entering each quarter: 20 → 21 → 18 → 46. 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.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 13% 1-2yr ■ 31% new
Of 252 current holders: 141 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
13 of 252 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 8 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: JHMM
2026 Q1 Stats Unlock in 20 days 252 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 252 229 10.04%
13F Shares 46M 46M -1.03%
Total Value $3.19B $2.98B 6.98%
New Positions 46 18 +28
Increased Positions 81 77 +4
Closed Positions 23 16 +7
Reduced Positions 86 84 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JHMM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

252 + investors

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

Top 25 institutional holders of JHMM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Nvest Wealth Strategies, Inc. 19.57% 416,595 $28.0M
2 Financial Management Professionals, Inc. 6.72% 892,828 $59.9M
3 Garrett Wealth Advisory Group, LLC 6.72% 562,825 $37.8M
4 Choice Wealth Advisors LLC 5.30% 201,138 $13.5M
5 ENZI WEALTH 4.28% 183,499 $12.3M
6 Amplius Wealth Advisors, LLC 3.75% 670,909 $45.0M
7 FMA Wealth Management, LLC 3.72% 83,281 $5.6M
8 Hixon Zuercher, LLC 3.08% 147,589 $9.9M
9 Sanchez Wealth Management Group 2.62% 180,817 $12.1M
10 KPP Advisory Services LLC 2.60% 266,845 $17.9M
11 WPG Advisers, LLC 2.07% 41,904 $2.8M
12 Keystone Financial Services, LLC 1.91% 42,268 $2.8M
13 Newman Dignan & Sheerar, Inc. 1.65% 116,560 $7.8M
14 WETZEL INVESTMENT ADVISORS, INC. 1.56% 58,378 $3.9M
15 Baker Ellis Asset Management LLC 1.52% 190,546 $12.8M
16 BankPlus Wealth Management LLC 1.07% 30,907 $2.1M
17 SpringVest Wealth Management LLC 1.03% 22,432 $1.5M
18 DORVAL Corp 0.99% 47,563 $3.2M
19 IAMS WEALTH MANAGEMENT, LLC 0.95% 40,644 $2.7M
20 FLAGSTAR ADVISORS INC 0.87% 35,906 $2.4M
21 ERn Financial, LLC 0.74% 58,619 $3.9M
22 Dynamic Advisor Solutions LLC 0.67% 318,989 $21.4M
23 ELEVATION WEALTH PARTNERS, LLC 0.66% 27,254 $1.8M
24 Freedom Investment Management, Inc. 0.63% 31,497 $2.1M
25 Harbor Asset Planning, Inc. 0.57% 10,026 $673K
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 — 3 quarters in a row: For 3 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 — 54% buying: Last quarter: 127 funds bought or added vs 109 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 — 46% AUM from top-100 funds: 13 of 252 holders are among the 100 largest funds by AUM, controlling 46% 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?

56% of holders stayed for 2+ years: 140 out of 252 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.

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.