JOHN HANCOCK MORTGAGE-BACKED (JHMB) Institutional Ownership Changes & 13F Activity
JOHN HANCOCK MORTGAGE-BACKED (JHMB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hightower Advisors, Llc, Kestra Advisory Services, Llc, Lpl Financial Llc, Goldman Sachs Group Inc, and Ffg Retirement Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Western Wealth Management, Llc | Buy | +141 | — | 141 | $3.11K | Q1 2026 | May 19, 2026 |
| Jones Financial Companies Lllp | Buy | +68,900 | +97.7% | 139,456 | $3.04M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +21,956 | — | 21,956 | $483.32K | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +14,040 | — | 14,040 | $309.06K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +1,151 | +6.5% | 18,763 | $413.04K | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +129,046 | — | 129,046 | $2.84M | Q1 2026 | May 14, 2026 |
| Natixis Advisors, Llc | Buy | +1,320 | +8.7% | 16,536 | $364.00K | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +218 | +1.2% | 18,436 | $405.83K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Buy | +20,408 | — | 20,408 | $449.25K | Q1 2026 | May 12, 2026 |
| Cadence Wealth Management Llc | Buy | +1,845 | +14.5% | 14,529 | $319.83K | Q1 2026 | May 12, 2026 |
| Great Valley Advisor Group, Inc. | Buy | +13,103 | +9.7% | 148,829 | $3.28M | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -9,979 | -74.4% | 3,436 | $75.64K | Q1 2026 | May 08, 2026 |
| Lpl Financial Llc | Buy | +308,191 | +23.1% | 1,641,682 | $36.14M | Q1 2026 | May 06, 2026 |
| Hightower Advisors, Llc | Buy | +780,536 | +73.0% | 1,849,845 | $40.72M | Q1 2026 | May 05, 2026 |
| Envestnet Asset Management Inc | Buy | +20,064 | — | 20,064 | $441.68K | Q1 2026 | May 04, 2026 |
| Mml Investors Services, Llc | Buy | +9,351 | — | 9,351 | $205.85K | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, Llc | Sell | -336,720 | -55.7% | 267,510 | $5.89M | Q1 2026 | Apr 30, 2026 |
| Fidelity D & D Bancorp Inc | Buy | +27,275 | +7.1% | 414,145 | $9.12M | Q1 2026 | Apr 30, 2026 |
| Flagship Harbor Advisors, Llc | Buy | +70,745 | +21.0% | 407,997 | $8.98M | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, Llc | Sell | -43,519 | -4.0% | 1,042,175 | $22.94M | Q1 2026 | Apr 27, 2026 |
| Commonwealth Equity Services, Llc | Buy | +35,474 | +12.8% | 311,621 | $6.86M | Q1 2026 | Apr 27, 2026 |
| Cabot Wealth Management Inc | Buy | +11,167 | +1.6% | 694,444 | $15.29M | Q1 2026 | Apr 27, 2026 |
| Ffg Retirement Advisors Llc | Buy | +137,307 | +42.1% | 463,251 | $10.20M | Q1 2026 | Apr 15, 2026 |
| Iams Wealth Management, Llc | Buy | +21,150 | +18.9% | 133,286 | $2.93M | Q1 2026 | Apr 15, 2026 |
| Journey Strategic Wealth Llc | Buy | +8,455 | +1.6% | 524,652 | $11.55M | Q1 2026 | Apr 15, 2026 |
| Peak Wealth Management Llc | Buy | +6,079 | +3.8% | 165,282 | $3.64M | Q1 2026 | Apr 14, 2026 |
| Newedge Advisors, Llc | Sell | -8,160 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 18, 2026 |
| Jpmorgan Chase & Co | Sell | -3,757 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 11, 2026 |
| Goldman Sachs Group Inc | Sell | -153,916 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 10, 2026 |
| Northwestern Mutual Wealth Management Co | Sell | -55 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 05, 2026 |
Frequently asked questions about JHMB activity
Which institutional owners are buying JHMB?
Institutional owners buying JHMB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in JHMB activity?
"Buy" means an investor increased their reported position in JHMB compared to the prior reporting period. This reflects growing exposure to JOHN HANCOCK MORTGAGE-BACKED (JHMB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in JHMB increasing?
Institutional interest in JHMB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.