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Money Concepts Capital’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-546
Closed -$26.9K – 1760
2022
Q4 		$26.9K Buy
+546
New +$26.9K ﹤0.01% 1524
2022
Q2 		– Sell
-546
Closed -$31K – 2065
2022
Q1 		$31K Buy
+546
New +$30.5K ﹤0.01% 1419

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Money Concepts Capital's JHML Position: Q1 2023 in Review

Money Concepts Capital sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q1 2023, closing a stake of 546 shares — an estimated $26.9K sold.

Money Concepts Capital first reported a position in JHML in Q1 2022 and held it in 2 quarters. The position peaked at $31K in Q1 2022. 85 funds tracked by Wall St. Rank hold JHML as of Q1 2023.

  • Money Concepts Capital reported no remaining John Hancock Multifactor Large Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 546 John Hancock Multifactor Large Cap ETF shares in Q1 2023, an estimated $26.9K.
  • Money Concepts Capital first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's John Hancock Multifactor Large Cap ETF position peaked at $31K in Q1 2022.
  • 85 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.