IAM Advisory, LLC JHML Holdings History

Number of Shares
325,238.00
Current Holdings Value*
$23.86 Mil
% of Portfolio
5.73%
Total Estimate Gain
$9.41 Mil
% of Total Estimate Gain
24.26%

IAM Advisory, LLC's John Hancock Multifactor Large Cap ETF Holding Summary

As of 2025-06-30, IAM Advisory, LLC held 325,238.00 shares of John Hancock Multifactor Large Cap ETF(JHML), totaling $23.86 Mil. This investment constitutes 5.73% of their stock portfolio, and IAM Advisory, LLC now holds 2.42% of the outstanding John Hancock Multifactor Large Cap ETF(JHML) stock.

The initial trade took place in 2020Q4. And since then IAM Advisory, LLC has made 5 purchases of JHML, at an average price of $50.08, for a total of 774,810.00 shares. In addition, there have been 13 sales at an average price of $53.71 for 449,572.00 shares. Based on historical transaction data and JHML's current price of $74.00, IAM Advisory, LLC's estimated gain on his JHML holdings is $9.41 Mil, reflecting a 24.26% gain to date.

IAM Advisory, LLC JHML ($74.00) Holding Chart

IAM Advisory, LLC JHML ($74.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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