Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

John Hancock Exchange Traded (JHMM)

295 + 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
↑ +19
Streak
5Q ▲
Buyers last Q
58%

Smart Money Signals — JHMM

Based on 297 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 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
297 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+52 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 — 58% buying

155 buying111 selling
Last quarter: 155 funds bought or added vs 111 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 (+13 vs last Q)

new funds entering per quarter
Funds opening a new JHMM position: 19 → 51 → 28 → 41. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 25% medium ■ 22% new
156 out of 297 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.
➡️

Steady discovery — ~41 new funds/quarter

26 → 19 → 51 → 28 → 41 new funds/Q
New funds entering each quarter: 19 → 51 → 28 → 41. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 55% veterans vs 29% newcomers

■ 55% veterans ■ 16% 1-2yr ■ 29% new
Entry-cohort mix of 297 holders: 163 (55%) are 2+ year veterans, 49 entered 1–2 years ago, and 85 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
21 of 296 holders are among the 100 largest funds by AUM, controlling 60% 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 Q2, 155 hedge funds were net buyers of JHMM (41 opened a new position, 114 added to an existing one), while 111 reduced or exited (89 trimmed, 22 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in JHMM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 297.

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

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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.

3 top-rated funds 10 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: JHMM
295 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 295 278 6.12%
13F Shares 55M 51M 7.82%
Total Value $3.99B $3.35B 18.91%
New Positions 41 28 +13
Increased Positions 114 94 +20
Closed Positions 23 23 -
Reduced Positions 88 96 -8
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: JHMM

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Institutional Holders (2026 Q2)

295 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DWM Financial Group, Inc. 11.95% 204,728 $13.4M
2 Gilbert & Cook, Inc. 8.69% 1,007,790 $75.5M
3 Graney & King, LLC 7.61% 282,568 $21.2M
4 46 Peaks LLC 7.07% 149,917 $11.2M
5 Garrett Wealth Advisory Group, LLC 6.59% 572,359 $42.9M
6 Financial Management Professionals, Inc. 5.75% 808,540 $60.6M
7 Choice Wealth Advisors LLC 5.29% 201,271 $15.1M
8 Enzi Wealth 4.15% 177,127 $13.1M
9 FMA Wealth Management, LLC 3.91% 81,410 $6.1M
10 Amplius Wealth Advisors, LLC 3.77% 685,861 $51.4M
11 Hixon Zuercher, LLC 3.36% 152,829 $11.5M
12 Eldridge Investment Advisors, Inc. 2.83% 190,400 $14.3M
13 BankPlus Trust Department 2.58% 147,337 $11.0M
14 KPP Advisory Services LLC 2.56% 269,833 $20.2M
15 Sanchez Wealth Management Group 2.44% 185,722 $13.9M
16 Frederick Financial Consultants, LLC 2.01% 63,355 $4.7M
17 Keystone Financial Services, LLC 1.85% 41,038 $3.1M
18 WPG Advisers, LLC 1.82% 41,235 $3.1M
19 Wetzel Investment Advisors, INC. 1.78% 68,521 $5.1M
20 Advisortrust Partners, LLC 1.73% 67,359 $5.0M
21 Newman Dignan & Sheerar, Inc. 1.72% 119,708 $9.0M
22 Ffg Retirement Advisors LLC 1.70% 42,824 $3.2M
23 Baker Ellis Asset Management LLC 1.47% 189,511 $14.2M
24 Henderson Brothers Financial Partners, LLC 1.30% 36,565 $2.7M
25 Iams Wealth Management, LLC 1.12% 49,580 $3.7M
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 — 5 quarters in a row: For 5 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 — 58% buying: Last quarter: 155 funds bought or added vs 111 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 — 60% AUM from top-100 funds: 21 of 296 holders are among the 100 largest funds by AUM, controlling 60% 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?

53% of holders stayed for 2+ years: 156 out of 297 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.

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