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Empire Financial Management Company’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Empire Financial Management Company’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
2023
Q3 		– Sell
-4,558
Closed -$226K – 197
2023
Q2 		$226K Sell
4,558
-1,121
-20% -$53.3K 0.09% 186
2023
Q1 		$272K Buy
+5,679
New +$276K 0.11% 172

Other funds holding JHMM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Empire Financial Management Company's JHMM Position: Q3 2023 in Review

Empire Financial Management Company sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q3 2023, closing a stake of 4,558 shares — an estimated $226K sold.

Empire Financial Management Company first reported a position in JHMM in Q1 2023 and held it in 2 quarters. The position peaked at $272K in Q1 2023. 191 funds tracked by Wall St. Rank hold JHMM as of Q3 2023.

  • Empire Financial Management Company reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q3 2023 after selling out during the quarter.
  • Empire Financial Management Company sold 4,558 John Hancock Multifactor Mid Cap ETF shares in Q3 2023, an estimated $226K.
  • Empire Financial Management Company first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2023 and held it in 2 quarters.
  • Empire Financial Management Company's John Hancock Multifactor Mid Cap ETF position peaked at $272K in Q1 2023.
  • 191 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2023.

Based on Empire Financial Management Company's 13F filing for Q3 2023, filed 13 Nov 2023.