HoldingsChannel.com
JHMF Holdings Changes image
This page summarizes the JHMF holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether JHMF is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing JHMF Share Count
Brinker Capital Investments LLC 17 146,496 +146,479 +861641.18%
Stifel Financial Corp 24,969 44,612 +19,643 +78.67%
AGF Investments LLC 102 116 +14 +13.73%
UBS Group AG 29,389 30,759 +1,370 +4.66%
Commonwealth Equity Services LLC 61,340 63,896 +2,556 +4.17%
Patriot Financial Group Insurance Agency LLC 100 101 +1 +1.00%
1,803 1,804 +1 +0.06%
13F Filers Reporting New Positions In JHMF
Proequities Inc. 0 0 UNCH 100%
FMR LLC 0 1 +1 +100%
Janney Montgomery Scott LLC 0 13,166 +13,166 +100%
Atria Investments LLC 0 34,077 +34,077 +100%
Private Advisor Group LLC 0 6,158 +6,158 +100%
Sunbelt Securities Inc. 0 498 +498 +100%
Arkadios Wealth Advisors 0 633 +633 +100%
EPG Wealth Management LLC 0 3,003 +3,003 +100%
13F Filers With Unchanged Share Count
Wells Fargo & Company MN 1 1 UNCH 0.00%
Morgan Stanley 1,693 1,693 UNCH 0.00%
Royal Bank of Canada 2,382 2,382 UNCH 0.00%
13F Filers Decreasing JHMF Share Count
Beaumont Financial Partners LLC 23,975 11,213 -12,762 -53.23%
Signaturefd LLC 849 453 -396 -46.64%
5,919 4,157 -1,762 -29.77%
ACG Wealth 9,957 7,694 -2,263 -22.73%
Honkamp Krueger Financial Services Inc. 11,264 10,345 -919 -8.16%
Envestnet Asset Management Inc. 9,487 8,825 -662 -6.98%
Mariner LLC 10,529 10,030 -499 -4.74%
LPL Financial LLC 50,213 47,910 -2,303 -4.59%
Bank of America Corp DE 38,247 36,674 -1,573 -4.11%
Raymond James Financial Services Advisors Inc. 31,009 30,234 -775 -2.50%
13F Filers Exiting JHMF
First Allied Advisory Services Inc. 125 0 -125 -100.00%
The Manufacturers Life Insurance Company 947,768 0 -947,768 -100.00%

See Summary: Institutional Holders of JHMF
See Details: Top 10 Hedge Funds Holding JHMF

JHMF Holdings Changes | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.