Epic Trust Investment Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Epic Trust Investment Advisors’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 Q2	–	Sell	-5,819	Closed	-$334K	–	115
2024 Q1	$334K	Sell	5,819 -4,478	-43%	-$241K	0.41%	68
2023 Q4	$542K	Sell	10,297 -6,224	-38%	-$300K	0.73%	35
2023 Q3	$782K	Sell	16,521 -387	-2%	-$19.2K	1.23%	21
2023 Q2	$840K	Sell	16,908 -1,095	-6%	-$52K	1.19%	21
2023 Q1	$862K	Sell	18,003 -663	-4%	-$32.2K	1.05%	24
2022 Q4	$869K	Sell	18,666 -2,473	-12%	-$115K	1.31%	21
2022 Q3	$901K	Sell	21,139 -3,637	-15%	-$171K	1.25%	18
2022 Q2	$1.09M	Buy	+24,776	New	+$1.2M	2.07%	12

Other funds holding JHMM

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Epic Trust Investment Advisors's JHMM Position: Q2 2024 in Review

Epic Trust Investment Advisors sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q2 2024, closing a stake of 5,819 shares — an estimated $334K sold.

Epic Trust Investment Advisors first reported a position in JHMM in Q2 2022 and held it in 8 quarters. The position peaked at $1.09M in Q2 2022. 218 funds tracked by Wall St. Rank hold JHMM as of Q2 2024.

Epic Trust Investment Advisors reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
Epic Trust Investment Advisors sold 5,819 John Hancock Multifactor Mid Cap ETF shares in Q2 2024, an estimated $334K.
Epic Trust Investment Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q2 2022 and held it in 8 quarters.
Epic Trust Investment Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $1.09M in Q2 2022.
218 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.