UBS Group
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UBS Group’s John Hancock Multifactor Utilities ETF JHMU Stock Holding History

UBS Group’s Portfolio JHMU Stock Details JHMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-661
Closed -$23K – 11878
2022
Q2 		$23K Sell
661
-760
-53% -$28K ﹤0.01% 6738
2022
Q1 		$53K Sell
1,421
-1,052
-43% -$36.6K ﹤0.01% 6451
2021
Q4 		$87K Buy
2,473
+1,035
+72% +$34.8K ﹤0.01% 6446
2021
Q3 		$46K Sell
1,438
-211
-13% -$7.02K ﹤0.01% 6409
2021
Q2 		$52K Buy
1,649
+23
+1% +$757 ﹤0.01% 6404
2021
Q1 		$52K Sell
1,626
-310
-16% -$9.48K ﹤0.01% 6513
2020
Q4 		$60K Sell
1,936
-3,658
-65% -$115K ﹤0.01% 6032
2020
Q3 		$166K Sell
5,594
-1,244
-18% -$36.7K ﹤0.01% 4909
2020
Q2 		$194K Sell
6,838
-27,043
-80% -$792K ﹤0.01% 4817
2020
Q1 		$954K Sell
33,881
-3,028
-8% -$99.8K ﹤0.01% 3396
2019
Q4 		$1.25M Sell
36,909
-7,605
-17% -$257K ﹤0.01% 3995
2019
Q3 		$1.54M Buy
44,514
+6,058
+16% +$200K ﹤0.01% 3560
2019
Q2 		$1.23M Buy
+38,456
New +$1.22M ﹤0.01% 3575
2019
Q1 		– Sell
-1,270
Closed -$36K – 8693
2018
Q4 		$36K Buy
1,270
+1,220
+2,440% +$35.6K ﹤0.01% 6359
2018
Q3 		$1K Sell
50
-1,566
-97% -$44.5K ﹤0.01% 7939
2018
Q2 		$45K Buy
1,616
+179
+12% +$4.83K ﹤0.01% 6075
2018
Q1 		$38K Buy
1,437
+24
+2% +$632 ﹤0.01% 5929
2017
Q4 		$39K Buy
1,413
+1,410
+47,000% +$40.3K ﹤0.01% 6056
2017
Q3 		$0 Buy
+3
New +$84 ﹤0.01% 8479
2017
Q2 		– Sell
-7
Closed – – 8486
2017
Q1 		$0 Sell
7
-15
-68% -$389 ﹤0.01% 8514
2016
Q4 		$1K Buy
+22
New +$545 ﹤0.01% 7723

Other funds holding JHMU

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

UBS Group's JHMU Position: Q3 2022 in Review

UBS Group sold out of John Hancock Multifactor Utilities ETF (JHMU) in Q3 2022, closing a stake of 661 shares — an estimated $23K sold.

UBS Group first reported a position in JHMU in Q4 2016 and held it in 21 quarters. The position peaked at $1.54M in Q3 2019. 12 funds tracked by Wall St. Rank hold JHMU as of Q3 2022.

  • UBS Group reported no remaining John Hancock Multifactor Utilities ETF position as of Q3 2022 after selling out during the quarter.
  • UBS Group sold 661 John Hancock Multifactor Utilities ETF shares in Q3 2022, an estimated $23K.
  • UBS Group first reported a position in John Hancock Multifactor Utilities ETF in Q4 2016 and held it in 21 quarters.
  • UBS Group's John Hancock Multifactor Utilities ETF position peaked at $1.54M in Q3 2019.
  • 12 funds tracked by Wall St. Rank held John Hancock Multifactor Utilities ETF as of Q3 2022.

Based on UBS Group's 13F filing for Q3 2022, filed 10 Nov 2022.