John Hancock Mortgage-BackedJHMBETF

13F holders, Q1 2025 (March 31)
25holders +5
7new positions
2sold out
1famous investor
$21.89avg. 13F price*

At the end of Q1 2025, 25 institutions reported holding John Hancock Mortgage-Backed (JHMB) in their 13F filings, up 5 from Q4 2024. 7 opened new positions and 2 sold out. The largest holders were HighTower Advisors, LLC ($21.7M), Cabot Wealth Management Inc. ($14.9M) and Manufacturers Life Insurance Company, The ($14.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
John Hancock Mortgage-Backed
CUSIP
47804J792
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 8Q1 2024Q2 2024: 9Q2 2024Q3 2024: 11Q3 2024Q4 2024: 20Q4 2024Q1 2025: 25Q1 2025Q2 2025: 28Q2 2025Q3 2025: 29Q3 2025Q4 2025: 34Q4 2025Q1 2026: 36Q1 2026Q2 2026: 35Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$19.2M
Exits2$11K

All 13F filers, Q4 2024 → Q1 2025: 2,235,983 shares bought and 645,597 shares sold, net +1,590,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders

HighTower Advisors, LLC 0.03% Add +424.5% 989,588 $21.7M
Cabot Wealth Management Inc. 1.90% Add +0.3% 681,260 $14.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -47.4% 651,167 $14.3M
Kestra Advisory Services, LLC 0.05% New 460,844 $10.1M
LPL Financial LLC 0.00% Add +184.9% 458,357 $10.0M
Journey Strategic Wealth LLC 0.26% New 333,991 $7.3M
FFG Retirement Advisors LLC 4.95% Add +44.1% 332,283 $7.3M
Flagship Harbor Advisors, LLC 0.29% Add +9.7% 251,837 $5.5M
Fidelity D & D Bancorp Inc. 3.32% Add +1.2% 230,065 $5.0M
Commonwealth Equity Services, LLC 0.01% Add +34.4% 221,614 $4.9M
Mgo One Seven LLC 0.18% Reduce -20.6% 207,208 $4.5M
Citadel Advisors 0.00% Add +173.9% 43,598 $954K
Jane Street Group, LLC 0.00% New 39,504 $865K
NewEdge Advisors, LLC 0.01% Add +1917.1% 39,475 $864K
Envestnet Asset Management Inc. 0.00% Add +10.0% 18,736 $410K
Legacy Capital Wealth Partners, LLC 0.10% Add +5.0% 17,875 $391K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -19.9% 16,384 $359K
Steward Partners Investment Advisory, LLC 0.00% New 15,283 $335K
Benjamin Edwards Inc. 0.00% New 14,500 $317K
Goldman Sachs Group Inc. 0.00% New 13,982 $306K
JPMorgan Chase & Co. 0.00% Add +121300.0% 4,856 $106K
GPS Wealth Strategies Group, LLC 0.00% New 1,150 $25K
Private Trust Co. NA 0.00% No change 700 $15K
FMR LLC 0.00% No change 24 $512
Morgan Stanley 0.00% No change 1 $32

"% of holder's portfolio" is JHMB's weight in each manager's 13F, not the share of John Hancock Mortgage-Backed the manager owns.