Sowell Financial Services’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-10,014	Closed	-$575K	–	549
2024 Q1	$575K	Sell	10,014 -2,263	-18%	-$122K	0.03%	432
2023 Q4	$647K	Sell	12,277 -808	-6%	-$39K	0.04%	396
2023 Q3	$619K	Buy	13,085 +326	+3%	+$16.2K	0.04%	370
2023 Q2	$634K	Buy	+12,759	New	+$606K	0.04%	423
2023 Q1	–	Sell	-15,967	Closed	-$743K	–	805
2022 Q4	$743K	Buy	+15,967	New	+$742K	0.05%	366
2020 Q2	–	Sell	-2,012	Closed	-$57K	–	2568
2020 Q1	$57K	Buy	+2,012	New	+$72.5K	﹤0.01%	1010

Other funds holding JHMM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's JHMM Position: Q2 2024 in Review

Sowell Financial Services sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q2 2024, closing a stake of 10,014 shares — an estimated $575K sold.

Sowell Financial Services first reported a position in JHMM in Q1 2020 and held it in 6 quarters. The position peaked at $743K in Q4 2022. 218 funds tracked by Wall St. Rank hold JHMM as of Q2 2024.

Sowell Financial Services reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
Sowell Financial Services sold 10,014 John Hancock Multifactor Mid Cap ETF shares in Q2 2024, an estimated $575K.
Sowell Financial Services first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2020 and held it in 6 quarters.
Sowell Financial Services's John Hancock Multifactor Mid Cap ETF position peaked at $743K in Q4 2022.
218 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2024.

Based on Sowell Financial Services's 13F filing for Q2 2024, filed 13 Aug 2024.