MW
JHMM icon

Marcum Wealth’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Marcum Wealth’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
2021
Q4 		– Sell
-4,439
Closed -$229K – 399
2021
Q3 		$229K Buy
+4,439
New +$233K 0.04% 285

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Marcum Wealth's JHMM Position: Q4 2021 in Review

Marcum Wealth sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q4 2021, closing a stake of 4,439 shares — an estimated $229K sold.

Marcum Wealth first reported a position in JHMM in Q3 2021 and held it in 1 quarter. The position peaked at $229K in Q3 2021. 146 funds tracked by Wall St. Rank hold JHMM as of Q4 2021.

  • Marcum Wealth reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q4 2021 after selling out during the quarter.
  • Marcum Wealth sold 4,439 John Hancock Multifactor Mid Cap ETF shares in Q4 2021, an estimated $229K.
  • Marcum Wealth first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2021 and held it in 1 quarter.
  • Marcum Wealth's John Hancock Multifactor Mid Cap ETF position peaked at $229K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2021.

Based on Marcum Wealth's 13F filing for Q4 2021, filed 1 Feb 2022.