RJT
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Raymond James Trust’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Raymond James Trust’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
2024
Q3 		$480K Sell
6,919
-93
-1% -$6.19K 0.01% 795
2024
Q2 		$456K Buy
7,012
+145
+2% +$9.26K 0.01% 767
2024
Q1 		$445K Hold
6,867
– – 0.01% 770
2023
Q4 		$404K Hold
6,867
– – 0.01% 788
2023
Q3 		$364K Hold
6,867
– – 0.01% 784
2023
Q2 		$377K Sell
6,867
-120
-2% -$6.29K 0.01% 787
2023
Q1 		$362K Hold
6,987
– – 0.01% 779
2022
Q4 		$344K Hold
6,987
– – 0.01% 773
2022
Q3 		$317K Hold
6,987
– – 0.01% 762
2022
Q2 		$333K Sell
6,987
-322
-4% -$16.7K 0.01% 752
2022
Q1 		$415K Hold
7,309
– – 0.01% 712
2021
Q4 		$435K Hold
7,309
– – 0.01% 706
2021
Q3 		$398K Sell
7,309
-794
-10% -$44.3K 0.01% 713
2021
Q2 		$441K Hold
8,103
– – 0.01% 663
2021
Q1 		$412K Sell
8,103
-100
-1% -$4.92K 0.01% 667
2020
Q4 		$389K Buy
8,203
+894
+12% +$40.1K 0.01% 646
2020
Q3 		$305K Hold
7,309
– – 0.01% 687
2020
Q2 		$280K Sell
7,309
-555
-7% -$20.2K 0.01% 686
2020
Q1 		$252K Hold
7,864
– – 0.01% 619
2019
Q4 		$324K Hold
7,864
– – 0.02% 651
2019
Q3 		$302K Hold
7,864
– – 0.02% 657
2019
Q2 		$297K Hold
7,864
– – 0.02% 633
2019
Q1 		$287K Sell
7,864
-330
-4% -$11.6K 0.02% 618
2018
Q4 		$263K Hold
8,194
– – 0.02% 603
2018
Q3 		$307K Buy
+8,194
New +$302K 0.02% 619

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return

Raymond James Trust's JHML Position: Q3 2024 in Review

Raymond James Trust reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 1.3% in Q3 2024, selling an estimated $6.19K and leaving 6,919 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #795.

Raymond James Trust first reported a position in JHML in Q3 2018 and has held it in 25 quarters since. 100 funds tracked by Wall St. Rank hold JHML as of Q3 2024.

  • Raymond James Trust held 6,919 shares of John Hancock Multifactor Large Cap ETF worth $480K as of Q3 2024.
  • Raymond James Trust sold 93 John Hancock Multifactor Large Cap ETF shares in Q3 2024, an estimated $6.19K.
  • John Hancock Multifactor Large Cap ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #795 holding.
  • Raymond James Trust first reported a position in John Hancock Multifactor Large Cap ETF in Q3 2018 and has held it in 25 quarters since.
  • 100 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.