LPL Financial
JHMB icon

LPL Financial’s John Hancock Mortgage-Backed Securities ETF JHMB Stock Holding History

LPL Financial’s Portfolio JHMB Stock Details JHMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.1M Buy
1,641,682
+308,191
+23% +$6.86M 0.01% 1073
2025
Q4 		$29.6M Buy
1,333,491
+162,580
+14% +$3.62M 0.01% 1154
2025
Q3 		$25.9M Buy
1,170,911
+49,638
+4% +$1.09M 0.01% 1198
2025
Q2 		$24.5M Buy
1,121,273
+662,916
+145% +$14.4M 0.01% 1122
2025
Q1 		$10M Buy
458,357
+297,455
+185% +$6.44M ﹤0.01% 1600
2024
Q4 		$3.46M Buy
160,902
+107,700
+202% +$2.35M ﹤0.01% 2386
2024
Q3 		$1.19M Buy
53,202
+26,978
+103% +$597K ﹤0.01% 3224
2024
Q2 		$564K Buy
+26,224
New +$560K ﹤0.01% 3768

Other funds holding JHMB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial's JHMB Position: Q1 2026 in Review

LPL Financial increased its John Hancock Mortgage-Backed Securities ETF (JHMB) stake by 23% in Q1 2026, buying an estimated $6.86M and bringing the position to 1,641,682 shares worth $36.1M. The position accounts for 0.01% of the portfolio, ranked #1073.

LPL Financial first reported a position in JHMB in Q2 2024 and has held it in 8 quarters since. 36 funds tracked by Wall St. Rank hold JHMB as of Q1 2026.

  • LPL Financial held 1,641,682 shares of John Hancock Mortgage-Backed Securities ETF worth $36.1M as of Q1 2026.
  • LPL Financial bought 308,191 John Hancock Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $6.86M.
  • John Hancock Mortgage-Backed Securities ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1073 holding.
  • LPL Financial first reported a position in John Hancock Mortgage-Backed Securities ETF in Q2 2024 and has held it in 8 quarters since.
  • 36 funds tracked by Wall St. Rank held John Hancock Mortgage-Backed Securities ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.