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

Meridian Wealth Management’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
Q1 		– Sell
-5,797
Closed -$270K – 556
2022
Q4 		$270K Hold
5,797
– – 0.03% 439
2022
Q3 		$247K Buy
+5,797
New +$272K 0.03% 409

Other funds holding JHMM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Meridian Wealth Management's JHMM Position: Q1 2023 in Review

Meridian Wealth Management sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q1 2023, closing a stake of 5,797 shares — an estimated $270K sold.

Meridian Wealth Management first reported a position in JHMM in Q3 2022 and held it in 2 quarters. The position peaked at $270K in Q4 2022. 180 funds tracked by Wall St. Rank hold JHMM as of Q1 2023.

  • Meridian Wealth Management reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Meridian Wealth Management sold 5,797 John Hancock Multifactor Mid Cap ETF shares in Q1 2023, an estimated $270K.
  • Meridian Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2022 and held it in 2 quarters.
  • Meridian Wealth Management's John Hancock Multifactor Mid Cap ETF position peaked at $270K in Q4 2022.
  • 180 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2023.

Based on Meridian Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.