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Waverly Advisors’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Waverly Advisors’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
Q4 		– Sell
-2,947
Closed -$205K – 1005
2024
Q3 		$205K Sell
2,947
-381
-11% -$25.4K ﹤0.01% 772
2024
Q2 		$216K Buy
+3,328
New +$212K ﹤0.01% 751

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
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Waverly Advisors's JHML Position: Q4 2024 in Review

Waverly Advisors sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q4 2024, closing a stake of 2,947 shares — an estimated $205K sold.

Waverly Advisors first reported a position in JHML in Q2 2024 and held it in 2 quarters. The position peaked at $216K in Q2 2024. 98 funds tracked by Wall St. Rank hold JHML as of Q4 2024.

  • Waverly Advisors reported no remaining John Hancock Multifactor Large Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Waverly Advisors sold 2,947 John Hancock Multifactor Large Cap ETF shares in Q4 2024, an estimated $205K.
  • Waverly Advisors first reported a position in John Hancock Multifactor Large Cap ETF in Q2 2024 and held it in 2 quarters.
  • Waverly Advisors's John Hancock Multifactor Large Cap ETF position peaked at $216K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q4 2024.

Based on Waverly Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.