JOHN HANCOCK EXCHANGE TRADED (JHMI)
Institutional ownership reported to the SEC as of Q3 2022, across 16 quarters.
12
Reporting holders
$4.3M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $1.1M | 26,173 | 0.00% | 7q | -3.9%-$45.4K |
| BELLEVUE ASSET MANAGEMENT, LLC | $898.0K | 20,483 | 0.70% | 3q | -1.7%-$16.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $728.0K | 17,071 | 0.00% | 2q | +24.9%+$145.0K |
| BANK OF AMERICA CORP /DE/ | $481.0K | 11,271 | 0.00% | 16q | -7.5%-$39.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $401.0K | 9,408 | 0.00% | 16q | -4.3%-$17.9K |
| JANE STREET GROUP, LLC | $276.0K | 6,466 | 0.00% | 2q | -42.1%-$200.4K |
| ADVISOR GROUP HOLDINGS, INC. | $273.0K | 6,400 | 0.00% | 11q | HELD |
| UBS Group AG | $79.0K | 1,864 | 0.00% | 2q | +116.5%+$42.5K |
| EPG Wealth Management LLC | $30.0K | 696 | 0.01% | new | NEW |
| MORGAN STANLEY | $7.0K | 172 | 0.00% | 18q | HELD |
| AGF Investments LLC | $3.0K | 71 | 0.00% | 16q | +163.0%+$1.9K |
| Rockefeller Capital Management L.P. | $2.0K | 50 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2022 | 12 | $4.3M | 100,125 | 1 | 3 | 5 | 0.0% |
| Q2 2022 | 11 | $4.5M | 102,440 | 3 | 1 | 3 | 0.0% |
| Q1 2022 | 13 | $6.8M | 131,034 | 4 | 3 | 3 | 0.0% |
| Q4 2021 | 11 | $8.5M | 151,135 | 1 | 2 | 3 | 0.0% |
| Q3 2021 | 13 | $7.3M | 144,295 | 3 | 3 | 4 | 0.0% |
| Q2 2021 | 14 | $35.7M | 691,280 | 2 | 6 | 4 | 0.0% |
| Q1 2021 | 13 | $52.6M | 1,061,044 | 3 | 4 | 3 | 0.0% |
| Q4 2020 | 12 | $57.4M | 1,293,081 | 2 | 3 | 5 | 0.0% |
| Q3 2020 | 12 | $56.3M | 1,457,973 | 4 | 1 | 2 | 0.0% |
| Q2 2020 | 10 | $39.2M | 1,160,252 | 2 | 0 | 3 | 0.0% |
| Q1 2020 | 12 | $33.3M | 1,162,490 | 1 | 4 | 4 | 0.0% |
| Q4 2019 | 16 | $47.3M | 1,192,746 | 3 | 4 | 3 | 0.0% |
| Q3 2019 | 13 | $43.9M | 1,172,589 | 3 | 0 | 2 | 0.0% |
| Q2 2019 | 12 | $43.9M | 1,184,862 | 0 | 5 | 4 | 0.0% |
| Q1 2019 | 16 | $44.7M | 1,255,387 | 6 | 3 | 2 | 0.0% |
| Q4 2018 | 10 | $35.3M | 1,165,089 | 0 | 0 | 0 | 0.0% |