JOHN HANCOCK MORTGAGE-BACKED (JHMB) Institutional Shareholders
JOHN HANCOCK MORTGAGE-BACKED (JHMB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $140.68M in JHMB holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of JHMB tracked by InsiderSet, reporting ownership valued at approximately $29.62M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $28.64M, representing an estimated loss of -3.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed JHMB value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Private Advisor Group, Llc, Cabot Wealth Management Inc, and several other long-term asset managers with concentrated positions in JOHN HANCOCK MORTGAGE-BACKED (JHMB).
This page ranks the largest institutional JHMB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
34
Total Reported Value
$140.68M
Largest Holder
Lpl Financial Llc
Largest Position
$29.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,349,904 | $29,623,637 | $28,644,963 | -$978,674 | -3.30% | |
| Private Advisor Group, Llc | 0.08% | 758,492 | $16,645,079 | $16,095,200 | -$549,879 | -3.30% | |
| Cabot Wealth Management Inc | 1.54% | 688,349 | $15,105,819 | $14,606,766 | -$499,053 | -3.30% | |
| Journey Strategic Wealth Llc | 0.29% | 524,652 | $11,549,271 | $11,133,115 | -$416,156 | -3.60% | |
| Fidelity D & D Bancorp Inc | 3.39% | 450,540 | $9,887,102 | $9,560,459 | -$326,643 | -3.30% | |
| Flagship Harbor Advisors, Llc | 0.37% | 436,320 | $9,575,038 | $9,258,710 | -$316,328 | -3.30% | |
| Commonwealth Equity Services, Llc | 0.01% | 335,668 | $7,366,221 | $7,122,875 | -$243,346 | -3.30% | |
| Ffg Retirement Advisors Llc | 3.73% | 321,016 | $7,044,692 | $6,811,960 | -$232,732 | -3.30% | |
| Manufacturers Life Insurance Company, The | 0.00% | 266,812 | $5,855,189 | $5,661,751 | -$193,438 | -3.30% | |
| Kestra Advisory Services, Llc | 0.02% | 223,128 | $4,896,549 | $4,734,776 | -$161,773 | -3.30% | |
| Jones Financial Companies Lllp | 0.00% | 193,101 | $4,249,187 | $4,097,603 | -$151,584 | -3.57% | |
| Peak Wealth Management Llc | 2.75% | 178,328 | $3,913,408 | $3,784,120 | -$129,288 | -3.30% | |
| Gladstone Institutional Advisory Llc | 0.11% | 153,869 | $3,376,649 | $3,265,100 | -$111,549 | -3.30% | |
| Iams Wealth Management, Llc | 0.97% | 147,419 | $3,235,137 | $3,128,231 | -$106,906 | -3.30% | |
| Raymond James Financial Inc | 0.00% | 109,485 | $2,402,649 | $2,323,272 | -$79,377 | -3.30% | |
| Goldman Sachs Group Inc | 0.00% | 41,496 | $910,630 | $880,545 | -$30,085 | -3.30% | |
| Jane Street Group, Llc | 0.00% | 34,846 | $764,695 | $739,432 | -$25,263 | -3.30% | |
| Osaic Holdings, Inc. | 0.00% | 25,108 | $551,270 | $532,792 | -$18,478 | -3.35% | |
| Flow Traders U.S. Llc | 0.02% | 25,050 | $550,000 | $531,561 | -$18,439 | -3.35% | |
| Natixis Advisors, Llc | 0.00% | 21,458 | $470,000 | $455,339 | -$14,661 | -3.12% | |
| Envestnet Asset Management Inc | 0.00% | 20,089 | $440,843 | $426,289 | -$14,554 | -3.30% | |
| Legacy Capital Wealth Partners, Llc | 0.08% | 18,113 | $397,490 | $384,358 | -$13,132 | -3.30% | |
| Cetera Investment Advisers | 0.00% | 17,672 | $387,812 | $375,000 | -$12,812 | -3.30% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 16,384 | $360,664 | $347,668 | -$12,996 | -3.60% | |
| Arax Advisory Partners | 0.00% | 16,384 | $359,547 | $347,668 | -$11,879 | -3.30% | |
| Cadence Wealth Management Llc | 0.15% | 15,184 | $333,213 | $322,204 | -$11,009 | -3.30% | |
| Newedge Advisors, Llc | 0.00% | 8,160 | $179,071 | $173,155 | -$5,916 | -3.30% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,414 | $74,920 | $72,445 | -$2,475 | -3.30% | |
| Jpmorgan Chase & Co | 0.00% | 2,928 | $64,533 | $62,132 | -$2,401 | -3.72% | |
| Triumph Capital Management | 0.01% | 1,996 | $43,802 | $42,355 | -$1,447 | -3.30% | |
| Morgan Stanley | 0.00% | 1,009 | $22,148 | $21,411 | -$737 | -3.33% | |
| International Assets Investment Management, Llc | 0.00% | 1,000 | $21,885 | $21,220 | -$665 | -3.04% | |
| Private Trust Co Na | 0.00% | 700 | $15,362 | $14,854 | -$508 | -3.31% | |
| Farther Finance Advisors, Llc | 0.00% | 250 | $5,486 | $5,305 | -$181 | -3.30% |
Frequently asked questions about JHMB
Who owns the most JHMB stock?
The largest holders of JHMB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JOHN HANCOCK MORTGAGE-BACKED (JHMB).
Is JHMB widely held by superinvestors?
Many widely followed stocks like JHMB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JHMB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.