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Covenant Asset Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Covenant Asset Management’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
Q4 		– Sell
-6,050
Closed -$364K – 173
2024
Q3 		$364K Hold
6,050
– – 0.06% 136
2024
Q2 		$333K Buy
+6,050
New +$335K 0.05% 138

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Covenant Asset Management's JHMM Position: Q4 2024 in Review

Covenant Asset Management sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q4 2024, closing a stake of 6,050 shares — an estimated $364K sold.

Covenant Asset Management first reported a position in JHMM in Q2 2024 and held it in 2 quarters. The position peaked at $364K in Q3 2024. 248 funds tracked by Wall St. Rank hold JHMM as of Q4 2024.

  • Covenant Asset Management reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Covenant Asset Management sold 6,050 John Hancock Multifactor Mid Cap ETF shares in Q4 2024, an estimated $364K.
  • Covenant Asset Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q2 2024 and held it in 2 quarters.
  • Covenant Asset Management's John Hancock Multifactor Mid Cap ETF position peaked at $364K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2024.

Based on Covenant Asset Management's 13F filing for Q4 2024, filed 30 Jan 2025.