Peapack-Gladstone Financial Corp’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Peapack-Gladstone Financial Corp’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 Q4	–	Sell	-4,232	Closed	-$224K	–	708
2023 Q3	$224K	Hold	4,232	–	–	﹤0.01%	613
2023 Q2	$232K	Hold	4,232	–	–	﹤0.01%	615
2023 Q1	$219K	Hold	4,232	–	–	﹤0.01%	625
2022 Q4	$208K	Buy	+4,232	New	+$209K	﹤0.01%	611

Other funds holding JHML

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

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

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

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

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

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

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

SWMG

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

HIF

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

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Peapack-Gladstone Financial Corp's JHML Position: Q4 2023 in Review

Peapack-Gladstone Financial Corp sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q4 2023, closing a stake of 4,232 shares — an estimated $224K sold.

Peapack-Gladstone Financial Corp first reported a position in JHML in Q4 2022 and held it in 4 quarters. The position peaked at $232K in Q2 2023. 91 funds tracked by Wall St. Rank hold JHML as of Q4 2023.

Peapack-Gladstone Financial Corp reported no remaining John Hancock Multifactor Large Cap ETF position as of Q4 2023 after selling out during the quarter.
Peapack-Gladstone Financial Corp sold 4,232 John Hancock Multifactor Large Cap ETF shares in Q4 2023, an estimated $224K.
Peapack-Gladstone Financial Corp first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2022 and held it in 4 quarters.
Peapack-Gladstone Financial Corp's John Hancock Multifactor Large Cap ETF position peaked at $232K in Q2 2023.
91 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q4 2023.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q4 2023, filed 13 Feb 2024.