JHMB Institutional Ownership & Shareholders
JOHN HANCOCK MORTGAGE-BACKED (JHMB) is currently held by 35 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $136.99M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $28.60M, representing an estimated loss of -3.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% 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
35
Total Reported Value
$136.99M
Largest Holder
Lpl Financial Llc
Largest Position
$29.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
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 | $28,597,716 | -$1,025,921 | -3.46% | |
| Private Advisor Group, Llc | 0.08% | 758,492 | $16,645,079 | $16,068,653 | -$576,426 | -3.46% | |
| Cabot Wealth Management Inc | 1.54% | 688,349 | $15,105,819 | $14,582,674 | -$523,145 | -3.46% | |
| Journey Strategic Wealth Llc | 0.29% | 524,652 | $11,549,271 | $11,114,753 | -$434,518 | -3.76% | |
| Fidelity D & D Bancorp Inc | 3.39% | 450,540 | $9,887,102 | $9,544,690 | -$342,412 | -3.46% | |
| Flagship Harbor Advisors, Llc | 0.35% | 447,645 | $9,306,532 | $9,483,359 | +$176,827 | +1.90% | |
| Commonwealth Equity Services, Llc | 0.01% | 357,082 | $7,423,740 | $7,564,782 | +$141,042 | +1.90% | |
| Manufacturers Life Insurance Company, The | 0.00% | 266,812 | $5,855,189 | $5,652,412 | -$202,777 | -3.46% | |
| Ffg Retirement Advisors Llc | 2.49% | 225,395 | $4,685,960 | $4,774,993 | +$89,033 | +1.90% | |
| Jones Financial Companies Lllp | 0.00% | 193,101 | $4,249,187 | $4,090,845 | -$158,342 | -3.73% | |
| Peak Wealth Management Llc | 2.63% | 183,432 | $3,853,906 | $3,886,007 | +$32,101 | +0.83% | |
| Iams Wealth Management, Llc | 1.00% | 164,039 | $3,410,373 | $3,475,166 | +$64,793 | +1.90% | |
| Gladstone Institutional Advisory Llc | 0.11% | 153,869 | $3,376,649 | $3,259,715 | -$116,934 | -3.46% | |
| Kestra Advisory Services, Llc | 0.01% | 156,614 | $3,256,015 | $3,317,868 | +$61,853 | +1.90% | |
| Raymond James Financial Inc | 0.00% | 109,485 | $2,402,649 | $2,319,440 | -$83,209 | -3.46% | |
| Goldman Sachs Group Inc | 0.00% | 41,496 | $910,630 | $879,093 | -$31,537 | -3.46% | |
| Jane Street Group, Llc | 0.00% | 34,846 | $764,695 | $738,213 | -$26,482 | -3.46% | |
| Osaic Holdings, Inc. | 0.00% | 25,108 | $551,270 | $531,913 | -$19,357 | -3.51% | |
| Flow Traders U.S. Llc | 0.02% | 25,050 | $550,000 | $530,684 | -$19,316 | -3.51% | |
| Natixis Advisors, Llc | 0.00% | 21,458 | $470,000 | $454,588 | -$15,412 | -3.28% | |
| Envestnet Asset Management Inc | 0.00% | 20,089 | $440,843 | $425,585 | -$15,258 | -3.46% | |
| Cetera Investment Advisers | 0.00% | 17,672 | $387,812 | $374,381 | -$13,431 | -3.46% | |
| Legacy Capital Wealth Partners, Llc | 0.08% | 18,113 | $376,569 | $383,724 | +$7,155 | +1.90% | |
| U.S. Capital Wealth Advisors, Llc | 0.01% | 16,384 | $360,664 | $347,095 | -$13,569 | -3.76% | |
| Arax Advisory Partners | 0.00% | 16,384 | $359,547 | $347,095 | -$12,452 | -3.46% | |
| Cadence Wealth Management Llc | 0.15% | 15,184 | $333,213 | $321,673 | -$11,540 | -3.46% | |
| D.A. Davidson & Co. | 0.00% | 11,150 | $231,809 | $236,213 | +$4,404 | +1.90% | |
| Nottingham Advisors, Inc. | 0.03% | 10,545 | $219,863 | $223,396 | +$3,533 | +1.61% | |
| Newedge Advisors, Llc | 0.00% | 8,160 | $179,071 | $172,870 | -$6,201 | -3.46% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 3,414 | $74,920 | $72,326 | -$2,594 | -3.46% | |
| Jpmorgan Chase & Co | 0.00% | 2,928 | $64,533 | $62,030 | -$2,503 | -3.88% | |
| Triumph Capital Management | 0.01% | 1,996 | $41,497 | $42,285 | +$788 | +1.90% | |
| Morgan Stanley | 0.00% | 1,009 | $22,148 | $21,376 | -$772 | -3.49% | |
| Private Trust Co Na | 0.00% | 700 | $14,553 | $14,830 | +$277 | +1.90% | |
| Farther Finance Advisors, Llc | 0.00% | 250 | $5,198 | $5,296 | +$98 | +1.89% |
Frequently asked questions about JHMB
Who are the largest institutional holders of JHMB?
The largest institutional holders of JHMB reported in the latest SEC Form 13F filings include Lpl Financial Llc, Private Advisor Group, Llc, Cabot Wealth Management Inc, Journey Strategic Wealth Llc, and Fidelity D & D Bancorp Inc. InsiderSet ranks institutional holders by their latest reported JHMB position.
What is JHMB institutional ownership?
This page tracks JHMB positions reported by institutional investment managers through SEC Form 13F. JOHN HANCOCK MORTGAGE-BACKED (JHMB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JHMB?
InsiderSet currently tracks 35 institutional managers reporting JHMB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JHMB shareholders.
How much JHMB stock do institutions own?
Institutional investment managers disclosed approximately $136.99M in JHMB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JHMB institutional ownership last updated?
The latest JHMB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JHMB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JHMB position after the reporting date.
Are institutions buying or selling JHMB?
Institutional buying and selling can be analyzed by comparing JHMB positions across consecutive 13F reporting periods. InsiderSet's JHMB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JHMB ownership changes.
How has JHMB institutional ownership changed over time?
InsiderSet tracks JHMB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.