WFA
JHMM icon

Wipfli Financial Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Wipfli Financial 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
2022
Q3 		$113K Sell
2,644
-5,932
-69% -$278K 0.01% 675
2022
Q2 		$379K Hold
8,576
– – 0.04% 65
2022
Q1 		$451K Buy
+8,576
New +$446K 0.05% 64

Other funds holding JHMM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wipfli Financial Advisors's JHMM Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 69% in Q3 2022, selling an estimated $278K and leaving 2,644 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #675.

Wipfli Financial Advisors first reported a position in JHMM in Q1 2022 and has held it in 3 quarters since. The position peaked at $451K in Q1 2022. 169 funds tracked by Wall St. Rank hold JHMM as of Q3 2022.

  • Wipfli Financial Advisors held 2,644 shares of John Hancock Multifactor Mid Cap ETF worth $113K as of Q3 2022.
  • Wipfli Financial Advisors sold 5,932 John Hancock Multifactor Mid Cap ETF shares in Q3 2022, an estimated $278K.
  • John Hancock Multifactor Mid Cap ETF made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #675 holding.
  • Wipfli Financial Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2022 and has held it in 3 quarters since.
  • Wipfli Financial Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $451K in Q1 2022.
  • 169 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.