JP Morgan Private Wealth Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$852K	Sell	17,999 -20	-0.1%	-$992	﹤0.01%	1040
2023 Q2	$895K	Sell	18,019 -3,511	-16%	-$167K	﹤0.01%	801
2023 Q1	$1.03M	Buy	21,530 +9,817	+84%	+$477K	﹤0.01%	1148
2022 Q4	$545K	Buy	11,713 +277	+2%	+$12.9K	﹤0.01%	1438
2022 Q3	$487K	Hold	11,436	–	–	﹤0.01%	1469
2022 Q2	$505K	Buy	11,436 +1	+0%	+$48	﹤0.01%	1450
2022 Q1	$601K	Buy	11,435 +470	+4%	+$24.5K	﹤0.01%	1456
2021 Q4	$610K	Buy	+10,965	New	+$598K	﹤0.01%	1473

Other funds holding JHMM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's JHMM Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 0.11% in Q3 2023, selling an estimated $992 and leaving 17,999 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

JP Morgan Private Wealth Advisors first reported a position in JHMM in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.03M in Q1 2023. 191 funds tracked by Wall St. Rank hold JHMM as of Q3 2023.

JP Morgan Private Wealth Advisors held 17,999 shares of John Hancock Multifactor Mid Cap ETF worth $852K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 20 John Hancock Multifactor Mid Cap ETF shares in Q3 2023, an estimated $992.
John Hancock Multifactor Mid Cap ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1040 holding.
JP Morgan Private Wealth Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2021 and has held it in 8 quarters since.
JP Morgan Private Wealth Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $1.03M in Q1 2023.
191 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.