35 tracked 13F filers disclose a position in JHMB as of the latest SEC 13F filings, a combined $187.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | $40.7M | 1.8M | ▲+73% Added · +781K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $36.1M | 1.6M | ▲+23% Added · +308K sh | Q1 2026 | |
| 3 | Private Advisor Group, LLC | $16.6M | 758K | ▼−27% Reduced · −284K sh | Q2 2026 | |
| 4 | CABOT WEALTH MANAGEMENT INC | $15.1M | 688K | ▼−0.9% Reduced · −6K sh | Q2 2026 | |
| 5 | JOURNEY STRATEGIC WEALTH LLC | $11.5M | 525K | ▲+1.6% Added · +8K sh | Q1 2026 | |
| 6 | FIDELITY D & D BANCORP INC | $9.9M | 451K | ▲+8.8% Added · +36K sh | Q2 2026 | |
| 7 | FLAGSHIP HARBOR ADVISORS, LLC | $9.6M | 436K | ▲+6.9% Added · +28K sh | Q2 2026 | |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $8.9M | 402K | —Held | Q1 2026 | |
| 9 | FFG RETIREMENT ADVISORS LLC | $7.0M | 321K | ▼−31% Reduced · −142K sh | Q2 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $6.9M | 312K | ▲+13% Added · +35K sh | Q1 2026 | |
| 11 | Kestra Advisory Services, LLC | $4.9M | 223K | ▼−17% Reduced · −44K sh | Q2 2026 | |
| 12 | Peak Wealth Management LLC | $3.9M | 178K | ▲+7.9% Added · +13K sh | Q2 2026 | |
| 13 | Gladstone Institutional Advisory LLC | $3.4M | 154K | ▲+19% Added · +25K sh | Q2 2026 | |
| 14 | IAMS WEALTH MANAGEMENT, LLC | $3.2M | 147K | ▲+11% Added · +14K sh | Q2 2026 | |
| 15 | JONES FINANCIAL COMPANIES LLLP | $3.0M | 139K | ▲+98% Added · +69K sh | Q1 2026 | |
| 16 | J. R. Prunier Capital Management LLC | $1.7M | 78K | ▲+26% Added · +16K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $483K | 22K | ▲New +22K sh | Q1 2026 | |
| 18 | JANE STREET GROUP, LLC | $449K | 20K | ▲New +20K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $442K | 20K | ▲New +20K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $413K | 19K | ▲+6.5% Added · +1K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $406K | 18K | ▲+1.2% Added · +218 sh | Q1 2026 | |
| 22 | Legacy Capital Wealth Partners, LLC | $397K | 18K | —Held | Q2 2026 | |
| 23 | U.S. Capital Wealth Advisors, LLC | $361K | 16K | —Held | Q1 2026 | |
| 24 | Arax Advisory Partners | $360K | 16K | ▲New +16K sh | Q2 2026 | |
| 25 | Cadence Wealth Management LLC | $333K | 15K | ▲+4.5% Added · +655 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in JHMB and 4 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 10 funds | $2.4B |
| VANGUARD HIGH DVD YIELD ETFVYM | 10 funds | $198.2M |
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $3.8B |
| AMAZON.COM INCAMZN | 9 funds | $2.2B |
| JOHNSON & JOHNSONJNJ | 9 funds | $630.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $607.3M |
| MERCK & CO. INC.MRK | 9 funds | $584.6M |
| STE STR SPDR PT S&P 500 ETFSPYM | 9 funds | $403.6M |
| VANGUARD FTSE DEVELOPED ETFVEA | 9 funds | $345.4M |
| DEERE & CODE | 9 funds | $344.3M |
| VISA INC-CLASS A SHARESV | 9 funds | $325.2M |
| ISHARES CORE MSCI EMERGINGIEMG | 9 funds | $297.9M |
Ranked by how many of JHMB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JHMMmc | 271 funds | $3.5B |
| JHMLmc | 101 funds | $798.6M |
| JHMDmc | 87 funds | $742.5M |
| JHSCMULTIFACTR SML | 81 funds | $533.9M |
| JHPIPREFERRED INCOME | 50 funds | $119.8M |
| JHEMmc | 39 funds | $743.0M |
| JHMBthis pageMORTGAGE BACKED | 35 funds | $187.0M |
| JHCBMF Closed and MF Open | 21 funds | $59.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JHMB
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JHMB/capital-change-brief"
Use Arkolith's capital_change_brief for JHMB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JHMB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.