LPL Financial
JDVL icon

LPL Financial’s John Hancock Disciplined Value Select ETF JDVL Stock Holding History

LPL Financial’s Portfolio JDVL Stock Details JDVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$25.4M Buy
811,505
+484,611
+148% +$15.4M 0.01% 1457
2026
Q2 		$10.3M Buy
+326,894
New +$9.8M ﹤0.01% 2111

Other funds holding JDVL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PMG Wealth Management
PMG Wealth Management Hawthorn Woods, Illinois $168M AUM 11.47% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Iams Wealth Management
Iams Wealth Management Omaha, Nebraska $342M AUM 13.91% 1-Year Est. Return
NFL
Nova Financial LLC Tucson, Arizona $238M AUM
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return
TD Private Client Wealth
TD Private Client Wealth New York $5.55B AUM 11.79% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

LPL Financial's JDVL Position: Q3 2026 in Review

LPL Financial increased its John Hancock Disciplined Value Select ETF (JDVL) stake by 148% in Q3 2026, buying an estimated $15.4M and bringing the position to 811,505 shares worth $25.4M. The position accounts for 0.01% of the portfolio, ranked #1457.

LPL Financial first reported a position in JDVL in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold JDVL as of Q3 2026.

  • LPL Financial held 811,505 shares of John Hancock Disciplined Value Select ETF worth $25.4M as of Q3 2026.
  • LPL Financial bought 484,611 John Hancock Disciplined Value Select ETF shares in Q3 2026, an estimated $15.4M.
  • John Hancock Disciplined Value Select ETF made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1457 holding.
  • LPL Financial first reported a position in John Hancock Disciplined Value Select ETF in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held John Hancock Disciplined Value Select ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.