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

Jacobi Capital 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
2021 Q4	–	Sell	-453	Closed	-$25K	–	879
2021 Q3	$25K	Hold	453	–	–	﹤0.01%	808
2021 Q2	$25K	Hold	453	–	–	﹤0.01%	781
2021 Q1	$23K	Buy	+453	New	+$22.3K	﹤0.01%	753
2019 Q4	–	Sell	-187	Closed	-$7K	–	1081
2019 Q3	$7K	Hold	187	–	–	﹤0.01%	790
2019 Q2	$7K	Buy	187 +2	+1%	+$74	﹤0.01%	784
2019 Q1	$7K	Hold	185	–	–	﹤0.01%	738
2018 Q4	$6K	Sell	185 -525	-74%	-$18.3K	﹤0.01%	730
2018 Q3	$27K	Hold	710	–	–	0.01%	525
2018 Q2	$25K	Buy	710 +4	+0.6%	+$141	0.01%	539
2018 Q1	$24K	Buy	+706	New	+$25K	0.01%	527

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

GAG

Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Jacobi Capital Management's JHML Position: Q4 2021 in Review

Jacobi Capital Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q4 2021, closing a stake of 453 shares — an estimated $25K sold.

Jacobi Capital Management first reported a position in JHML in Q1 2018 and held it in 10 quarters. The position peaked at $27K in Q3 2018. 75 funds tracked by Wall St. Rank hold JHML as of Q4 2021.

Jacobi Capital Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 453 John Hancock Multifactor Large Cap ETF shares in Q4 2021, an estimated $25K.
Jacobi Capital Management first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2018 and held it in 10 quarters.
Jacobi Capital Management's John Hancock Multifactor Large Cap ETF position peaked at $27K in Q3 2018.
75 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.