Concourse Financial Group Securities’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Concourse Financial Group Securities’s Portfolio JHMM Stock Details JHMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-29	Closed	-$1.61K	–	2347
2024 Q1	$1.66K	Hold	29	–	–	﹤0.01%	2063
2023 Q4	$1.53K	Hold	29	–	–	﹤0.01%	2060
2023 Q3	$1.37K	Hold	29	–	–	﹤0.01%	2059
2023 Q2	$1.44K	Hold	29	–	–	﹤0.01%	2070
2023 Q1	$1.39K	Hold	29	–	–	﹤0.01%	2117
2022 Q4	$1.35K	Buy	+29	New	+$1.35K	﹤0.01%	2109
2019 Q4	–	Sell	-740	Closed	-$28K	–	2087
2019 Q3	$27K	Buy	740 +8	+1%	+$292	0.01%	851
2019 Q2	$27K	Buy	732 +362	+98%	+$13K	﹤0.01%	1126
2019 Q1	$13K	Buy	+370	New	+$12.5K	﹤0.01%	1426

Other funds holding JHMM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concourse Financial Group Securities's JHMM Position: Q2 2024 in Review

Concourse Financial Group Securities sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q2 2024, closing a stake of 29 shares — an estimated $1.61K sold.

Concourse Financial Group Securities first reported a position in JHMM in Q1 2019 and held it in 9 quarters. The position peaked at $27K in Q3 2019. 218 funds tracked by Wall St. Rank hold JHMM as of Q2 2024.

Concourse Financial Group Securities reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 29 John Hancock Multifactor Mid Cap ETF shares in Q2 2024, an estimated $1.61K.
Concourse Financial Group Securities first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2019 and held it in 9 quarters.
Concourse Financial Group Securities's John Hancock Multifactor Mid Cap ETF position peaked at $27K in Q3 2019.
218 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2024.

Based on Concourse Financial Group Securities's 13F filing for Q2 2024, filed 23 Jul 2024.