JP Morgan Private Wealth Advisors’s John Hancock Multifactor Small Cap ETF JHSC Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio JHSC Stock Details JHSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-19,919	Closed	-$635K	–	1699
2023 Q1	$635K	Hold	19,919	–	–	﹤0.01%	1366
2022 Q4	$609K	Hold	19,919	–	–	﹤0.01%	1387
2022 Q3	$559K	Buy	19,919 +4,404	+28%	+$136K	﹤0.01%	1412
2022 Q2	$453K	Buy	15,515 +1,150	+8%	+$36.4K	﹤0.01%	1492
2022 Q1	$493K	Hold	14,365	–	–	﹤0.01%	1539
2021 Q4	$521K	Buy	14,365 +78	+0.5%	+$2.81K	﹤0.01%	1535
2021 Q3	$494K	Buy	14,287 +773	+6%	+$26.9K	﹤0.01%	1501
2021 Q2	$471K	Hold	13,514	–	–	﹤0.01%	1500
2021 Q1	$458K	Sell	13,514 -685	-5%	-$22.7K	﹤0.01%	1346
2020 Q4	$435K	Sell	14,199 -1,055	-7%	-$29.5K	﹤0.01%	1341
2020 Q3	$372K	Sell	15,254 -80	-0.5%	-$1.97K	﹤0.01%	1275
2020 Q2	$361K	Buy	15,334 +805	+6%	+$17.7K	﹤0.01%	1236
2020 Q1	$276K	Hold	14,529	–	–	﹤0.01%	1166
2019 Q4	$404K	Buy	+14,529	New	+$392K	﹤0.01%	1122

Other funds holding JHSC

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

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

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

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 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

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Private Wealth Advisors's JHSC Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of John Hancock Multifactor Small Cap ETF (JHSC) in Q2 2023, closing a stake of 19,919 shares — an estimated $635K sold.

JP Morgan Private Wealth Advisors first reported a position in JHSC in Q4 2019 and held it in 14 quarters. The position peaked at $635K in Q1 2023. 54 funds tracked by Wall St. Rank hold JHSC as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining John Hancock Multifactor Small Cap ETF position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 19,919 John Hancock Multifactor Small Cap ETF shares in Q2 2023, an estimated $635K.
JP Morgan Private Wealth Advisors first reported a position in John Hancock Multifactor Small Cap ETF in Q4 2019 and held it in 14 quarters.
JP Morgan Private Wealth Advisors's John Hancock Multifactor Small Cap ETF position peaked at $635K in Q1 2023.
54 funds tracked by Wall St. Rank held John Hancock Multifactor Small Cap ETF as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.