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This page summarizes the JHMI holdings changes quarter over quarter among those 13F filers that have reported for
the 6/30/2021 period, comparing share count change from 3/31/2021 to 6/30/2021.
Share count is compared over these two periods to provide an indication of whether JHMI 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).
| Filer | 3/31/2021
Share Count | 6/30/2021
Share Count | Change | % Change |
|---|
| 13F Filers Increasing JHMI Share Count |
|---|
| LPL Financial LLC |
17,377 |
88,295 |
+70,918 |
+408.11% |
| Orion Portfolio Solutions LLC |
5,024 |
8,134 |
+3,110 |
+61.90% |
| Morgan Stanley |
48 |
60 |
+12 |
+25.00% |
| Commonwealth Equity Services LLC |
11,983 |
14,337 |
+2,354 |
+19.64% |
| Bank of America Corp DE |
14,510 |
17,237 |
+2,727 |
+18.79% |
| Advisor Group Holdings Inc. |
6,400 |
6,496 |
+96 |
+1.50% |
| Arkadios Wealth Advisors |
962 |
966 |
+4 |
+0.42% |
| Patriot Financial Group Insurance Agency LLC |
265 |
266 |
+1 |
+0.38% |
| 13F Filers Reporting New Positions In JHMI |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| IFP Advisors Inc |
0 |
0 |
UNCH |
100% |
| Wells Fargo & Company MN |
0 |
1 |
+1 |
+100% |
| Cetera Advisor Networks LLC |
0 |
4,438 |
+4,438 |
+100% |
| Strategic Blueprint LLC |
0 |
70 |
+70 |
+100% |
| Advisor Resource Council |
0 |
109 |
+109 |
+100% |
| 13F Filers Decreasing JHMI Share Count |
|---|
| AGF Investments LLC |
74 |
27 |
-47 |
-63.51% |
| The Manufacturers Life Insurance Company |
703,936 |
303,941 |
-399,995 |
-56.82% |
| UBS Group AG |
1,005 |
542 |
-463 |
-46.07% |
| Brinker Capital Investments LLC |
299,106 |
246,471 |
-52,635 |
-17.60% |
| 13F Filers Exiting JHMI |
|---|
| Ameritas Investment Company LLC |
354 |
0 |
-354 |
-100.00% |
See Summary: Institutional Holders of JHMI
See Details: Top 10 Hedge Funds Holding JHMI
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