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

Kathmere 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
2024 Q3	–	Sell	-7,213	Closed	-$469K	–	391
2024 Q2	$469K	Hold	7,213	–	–	0.05%	183
2024 Q1	$467K	Hold	7,213	–	–	0.05%	177
2023 Q4	$424K	Hold	7,213	–	–	0.06%	161
2023 Q3	$382K	Hold	7,213	–	–	0.06%	155
2023 Q2	$396K	Hold	7,213	–	–	0.06%	133
2023 Q1	$374K	Hold	7,213	–	–	0.06%	134
2022 Q4	$355K	Hold	7,213	–	–	0.06%	126
2022 Q3	$328K	Hold	7,213	–	–	0.07%	116
2022 Q2	$344K	Hold	7,213	–	–	0.06%	104
2022 Q1	$409K	Hold	7,213	–	–	0.07%	96
2021 Q4	$429K	Hold	7,213	–	–	0.07%	82
2021 Q3	$392K	Hold	7,213	–	–	0.07%	84
2021 Q2	$393K	Hold	7,213	–	–	0.08%	89
2021 Q1	$367K	Hold	7,213	–	–	0.07%	89
2020 Q4	$342K	Hold	7,213	–	–	0.07%	82
2020 Q3	$301K	Hold	7,213	–	–	0.07%	79
2020 Q2	$277K	Hold	7,213	–	–	0.08%	89
2020 Q1	$231K	Sell	7,213 -460	-6%	-$17.8K	0.08%	71
2019 Q4	$316K	Buy	+7,673	New	+$305K	0.11%	75

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

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

HIF

Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Kathmere Capital Management's JHML Position: Q3 2024 in Review

Kathmere Capital Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2024, closing a stake of 7,213 shares — an estimated $469K sold.

Kathmere Capital Management first reported a position in JHML in Q4 2019 and held it in 19 quarters. The position peaked at $469K in Q2 2024. 100 funds tracked by Wall St. Rank hold JHML as of Q3 2024.

Kathmere Capital Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2024 after selling out during the quarter.
Kathmere Capital Management sold 7,213 John Hancock Multifactor Large Cap ETF shares in Q3 2024, an estimated $469K.
Kathmere Capital Management first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2019 and held it in 19 quarters.
Kathmere Capital Management's John Hancock Multifactor Large Cap ETF position peaked at $469K in Q2 2024.
100 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2024.

Based on Kathmere Capital Management's 13F filing for Q3 2024, filed 15 Oct 2024.