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

Empirical 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
2023 Q1	–	Sell	-16,879	Closed	-$786K	–	177
2022 Q4	$786K	Sell	16,879 -1,406	-8%	-$65.3K	0.83%	34
2022 Q3	$779K	Sell	18,285 -4,360	-19%	-$204K	0.85%	33
2022 Q2	$1M	Sell	22,645 -5,822	-20%	-$282K	1.05%	23
2022 Q1	$1.5M	Buy	28,467 +2,899	+11%	+$151K	1.42%	18
2021 Q4	$1.42M	Buy	+25,568	New	+$1.39M	1.37%	17

Other funds holding JHMM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Empirical Asset Management's JHMM Position: Q1 2023 in Review

Empirical Asset Management sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q1 2023, closing a stake of 16,879 shares — an estimated $786K sold.

Empirical Asset Management first reported a position in JHMM in Q4 2021 and held it in 5 quarters. The position peaked at $1.5M in Q1 2022. 180 funds tracked by Wall St. Rank hold JHMM as of Q1 2023.

Empirical Asset Management reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q1 2023 after selling out during the quarter.
Empirical Asset Management sold 16,879 John Hancock Multifactor Mid Cap ETF shares in Q1 2023, an estimated $786K.
Empirical Asset Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2021 and held it in 5 quarters.
Empirical Asset Management's John Hancock Multifactor Mid Cap ETF position peaked at $1.5M in Q1 2022.
180 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2023.

Based on Empirical Asset Management's 13F filing for Q1 2023, filed 18 Apr 2023.