RIA
JHMM icon

Realta Investment Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Realta Investment Advisors’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
2024
Q3 		– Sell
-6,783
Closed -$373K – 573
2024
Q2 		$373K Sell
6,783
-151
-2% -$8.36K 0.07% 277
2024
Q1 		$398K Buy
6,934
+428
+7% +$23K 0.08% 267
2023
Q4 		$343K Buy
6,506
+98
+2% +$4.73K 0.08% 288
2023
Q3 		$318K Hold
6,408
– – 0.07% 283
2023
Q2 		$318K Sell
6,408
-84
-1% -$3.99K 0.07% 291
2023
Q1 		$311K Sell
6,492
-175
-3% -$8.51K 0.08% 282
2022
Q4 		$310K Buy
6,667
+127
+2% +$5.9K 0.08% 290
2022
Q3 		$279K Sell
6,540
-120
-2% -$5.63K 0.07% 297
2022
Q2 		$298K Buy
6,660
+14
+0.2% +$677 0.07% 271
2022
Q1 		$349K Sell
6,646
-107
-2% -$5.57K 0.07% 275
2021
Q4 		$375K Sell
6,753
-799
-11% -$43.6K 0.08% 266
2021
Q3 		$390K Buy
7,552
+1,085
+17% +$57.1K 0.09% 248
2021
Q2 		$335K Buy
6,467
+308
+5% +$15.8K 0.08% 267
2021
Q1 		$303K Hold
6,159
– – 0.08% 274
2020
Q4 		$277K Buy
6,159
+14
+0.2% +$585 0.08% 260
2020
Q3 		$231K Buy
6,145
+150
+3% +$5.59K 0.08% 269
2020
Q2 		$211K Buy
+5,995
New +$197K 0.07% 308
2020
Q1 		– Sell
-2,445
Closed -$95K – 880
2019
Q4 		$95K Hold
2,445
– – 0.03% 519
2019
Q3 		$90K Hold
2,445
– – 0.02% 523
2019
Q2 		$89K Buy
2,445
+1,012
+71% +$36.3K 0.02% 530
2019
Q1 		$51K Buy
+1,433
New +$48.5K 0.02% 542

Other funds holding JHMM

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Realta Investment Advisors's JHMM Position: Q3 2024 in Review

Realta Investment Advisors sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q3 2024, closing a stake of 6,783 shares — an estimated $373K sold.

Realta Investment Advisors first reported a position in JHMM in Q1 2019 and held it in 21 quarters. The position peaked at $398K in Q1 2024. 226 funds tracked by Wall St. Rank hold JHMM as of Q3 2024.

  • Realta Investment Advisors reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 6,783 John Hancock Multifactor Mid Cap ETF shares in Q3 2024, an estimated $373K.
  • Realta Investment Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2019 and held it in 21 quarters.
  • Realta Investment Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $398K in Q1 2024.
  • 226 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.