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EP Wealth Advisors’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

EP Wealth Advisors’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
2021
Q1 		– Sell
-5,900
Closed -$280K – 506
2020
Q4 		$280K Hold
5,900
– – 0.01% 353
2020
Q3 		$246K Buy
+5,900
New +$242K 0.01% 318
2020
Q2 		– Hold
0
– – – 346

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

EP Wealth Advisors's JHML Position: Q1 2021 in Review

EP Wealth Advisors sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q1 2021, closing a stake of 5,900 shares — an estimated $280K sold.

EP Wealth Advisors first reported a position in JHML in Q3 2020 and held it in 2 quarters. The position peaked at $280K in Q4 2020. 64 funds tracked by Wall St. Rank hold JHML as of Q1 2021.

  • EP Wealth Advisors reported no remaining John Hancock Multifactor Large Cap ETF position as of Q1 2021 after selling out during the quarter.
  • EP Wealth Advisors sold 5,900 John Hancock Multifactor Large Cap ETF shares in Q1 2021, an estimated $280K.
  • EP Wealth Advisors first reported a position in John Hancock Multifactor Large Cap ETF in Q3 2020 and held it in 2 quarters.
  • EP Wealth Advisors's John Hancock Multifactor Large Cap ETF position peaked at $280K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2021.

Based on EP Wealth Advisors's 13F filing for Q1 2021, filed 17 May 2021.