GM
JHML icon

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

GeoWealth 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
-101,029
Closed -$7.02M – 1847
2024
Q3 		$7.02M Buy
+101,029
New +$6.72M 0.25% 72
2024
Q1 		– Sell
-13,133
Closed -$772K – 879
2023
Q4 		$772K Buy
+13,133
New +$722K 0.06% 250
2022
Q2 		– Sell
-6,562
Closed -$372K – 364
2022
Q1 		$372K Buy
+6,562
New +$367K 0.03% 238

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 $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 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

GeoWealth Management's JHML Position: Q4 2024 in Review

GeoWealth Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q4 2024, closing a stake of 101,029 shares — an estimated $7.02M sold.

GeoWealth Management first reported a position in JHML in Q1 2022 and held it in 3 quarters. The position peaked at $7.02M in Q3 2024. 98 funds tracked by Wall St. Rank hold JHML as of Q4 2024.

  • GeoWealth Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 101,029 John Hancock Multifactor Large Cap ETF shares in Q4 2024, an estimated $7.02M.
  • GeoWealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2022 and held it in 3 quarters.
  • GeoWealth Management's John Hancock Multifactor Large Cap ETF position peaked at $7.02M in Q3 2024.
  • 98 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q4 2024.

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