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Dynamic Advisor Solutions’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Dynamic Advisor Solutions’s Portfolio JHML Stock Details JHML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,561
Closed -$360K – 969
2024
Q1 		$360K Sell
5,561
-345
-6% -$21.1K 0.01% 697
2023
Q4 		$342K Sell
5,906
-426
-7% -$23.4K 0.01% 676
2023
Q3 		$336K Sell
6,332
-327
-5% -$18K 0.02% 621
2023
Q2 		$366K Sell
6,659
-51,951
-89% -$2.72M 0.02% 579
2023
Q1 		$3.04M Sell
58,610
-5,812
-9% -$297K 0.18% 156
2022
Q4 		$3.17M Sell
64,422
-4,547
-7% -$224K 0.22% 117
2022
Q3 		$3.13M Buy
68,969
+13,005
+23% +$652K 0.24% 98
2022
Q2 		$2.67M Buy
55,964
+8,021
+17% +$416K 0.2% 115
2022
Q1 		$2.72M Buy
47,943
+10,566
+28% +$590K 0.19% 124
2021
Q4 		$2.22M Sell
37,377
-3,657
-9% -$211K 0.16% 150
2021
Q3 		$2.23M Buy
41,034
+4,225
+11% +$236K 0.17% 147
2021
Q2 		$2M Buy
36,809
+5,816
+19% +$311K 0.16% 160
2021
Q1 		$1.58M Buy
30,993
+1,327
+4% +$65.2K 0.15% 171
2020
Q4 		$1.41M Buy
29,666
+7,907
+36% +$354K 0.13% 180
2020
Q3 		$909K Buy
21,759
+2,872
+15% +$118K 0.1% 225
2020
Q2 		$725K Buy
18,887
+1,762
+10% +$64.3K 0.1% 227
2020
Q1 		$549K Buy
17,125
+512
+3% +$19.8K 0.1% 229
2019
Q4 		$685K Sell
16,613
-2,947
-15% -$117K 0.09% 246
2019
Q3 		$752K Sell
19,560
-1,764
-8% -$67.1K 0.12% 205
2019
Q2 		$806K Sell
21,324
-1,638
-7% -$60.9K 0.13% 186
2019
Q1 		$837K Buy
22,962
+7,207
+46% +$252K 0.16% 153
2018
Q4 		$539K Buy
+15,755
New +$548K 0.11% 189

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Dynamic Advisor Solutions's JHML Position: Q2 2024 in Review

Dynamic Advisor Solutions sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q2 2024, closing a stake of 5,561 shares — an estimated $360K sold.

Dynamic Advisor Solutions first reported a position in JHML in Q4 2018 and held it in 22 quarters. The position peaked at $3.17M in Q4 2022. 100 funds tracked by Wall St. Rank hold JHML as of Q2 2024.

  • Dynamic Advisor Solutions reported no remaining John Hancock Multifactor Large Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 5,561 John Hancock Multifactor Large Cap ETF shares in Q2 2024, an estimated $360K.
  • Dynamic Advisor Solutions first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2018 and held it in 22 quarters.
  • Dynamic Advisor Solutions's John Hancock Multifactor Large Cap ETF position peaked at $3.17M in Q4 2022.
  • 100 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2024, filed 15 Jul 2024.