KPW
JHMT

Kore Private Wealth’s John Hancock Multifactor Technology ETF JHMT Stock Holding History

Kore Private Wealth’s Portfolio JHMT Stock Details JHMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-22,066
Closed -$2M – 468
2021
Q3 		$2M Buy
22,066
+9,135
+71% +$843K 0.21% 87
2021
Q2 		$1.16M Buy
12,931
+4,485
+53% +$382K 0.13% 122
2021
Q1 		$694K Buy
+8,446
New +$690K 0.09% 153

Other funds holding JHMT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BAM
Bellevue Asset Management Bellevue, Washington $200M AUM 16.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kore Private Wealth's JHMT Position: Q4 2021 in Review

Kore Private Wealth sold out of John Hancock Multifactor Technology ETF (JHMT) in Q4 2021, closing a stake of 22,066 shares — an estimated $2M sold.

Kore Private Wealth first reported a position in JHMT in Q1 2021 and held it in 3 quarters. The position peaked at $2M in Q3 2021. 29 funds tracked by Wall St. Rank hold JHMT as of Q4 2021.

  • Kore Private Wealth reported no remaining John Hancock Multifactor Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Kore Private Wealth sold 22,066 John Hancock Multifactor Technology ETF shares in Q4 2021, an estimated $2M.
  • Kore Private Wealth first reported a position in John Hancock Multifactor Technology ETF in Q1 2021 and held it in 3 quarters.
  • Kore Private Wealth's John Hancock Multifactor Technology ETF position peaked at $2M in Q3 2021.
  • 29 funds tracked by Wall St. Rank held John Hancock Multifactor Technology ETF as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.