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Fernwood Investment Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Fernwood Investment Management’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
Q4 		– Sell
-5,652
Closed -$392K – 183
2024
Q3 		$392K Sell
5,652
-3,632
-39% -$242K 0.13% 136
2024
Q2 		$604K Hold
9,284
– – 0.19% 105
2024
Q1 		$601K Hold
9,284
– – 0.18% 109
2023
Q4 		$546K Hold
9,284
– – 0.18% 113
2023
Q3 		$492K Sell
9,284
-587
-6% -$32.3K 0.18% 119
2023
Q2 		$542K Hold
9,871
– – 0.19% 109
2023
Q1 		$511K Hold
9,871
– – 0.2% 115
2022
Q4 		$486K Buy
9,871
+690
+8% +$34K 0.2% 117
2022
Q3 		$417K Hold
9,181
– – 0.18% 124
2022
Q2 		$438K Hold
9,181
– – 0.19% 120
2022
Q1 		$521K Hold
9,181
– – 0.18% 125
2021
Q4 		$546K Hold
9,181
– – 0.18% 128
2021
Q3 		$500K Hold
9,181
– – 0.17% 130
2021
Q2 		$500K Hold
9,181
– – 0.17% 132
2021
Q1 		$467K Hold
9,181
– – 0.17% 129
2020
Q4 		$435K Hold
9,181
– – 0.17% 128
2020
Q3 		$383K Hold
9,181
– – 0.18% 122
2020
Q2 		$352K Buy
9,181
+810
+10% +$29.5K 0.17% 119
2020
Q1 		$269K Buy
8,371
+1,623
+24% +$62.8K 0.17% 119
2019
Q4 		$278K Buy
+6,748
New +$268K 0.13% 124

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Fernwood Investment Management's JHML Position: Q4 2024 in Review

Fernwood Investment Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q4 2024, closing a stake of 5,652 shares — an estimated $392K sold.

Fernwood Investment Management first reported a position in JHML in Q4 2019 and held it in 20 quarters. The position peaked at $604K in Q2 2024. 98 funds tracked by Wall St. Rank hold JHML as of Q4 2024.

  • Fernwood Investment Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 5,652 John Hancock Multifactor Large Cap ETF shares in Q4 2024, an estimated $392K.
  • Fernwood Investment Management first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2019 and held it in 20 quarters.
  • Fernwood Investment Management's John Hancock Multifactor Large Cap ETF position peaked at $604K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.