Advisor OS’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Advisor OS’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
2024 Q2	–	Sell	-6,991	Closed	-$401K	–	404
2024 Q1	$401K	Sell	6,991 -4,165	-37%	-$224K	0.05%	267
2023 Q4	$587K	Sell	11,156 -191	-2%	-$9.22K	0.08%	195
2023 Q3	$537K	Sell	11,347 -953	-8%	-$47.3K	0.08%	184
2023 Q2	$611K	Buy	12,300 +575	+5%	+$27.3K	0.1%	185
2023 Q1	$561K	Sell	11,725 -3,349	-22%	-$163K	0.13%	156
2022 Q4	$702K	Sell	15,074 -12,658	-46%	-$588K	0.19%	124
2022 Q3	$1.18M	Buy	27,732 +545	+2%	+$25.6K	0.36%	58
2022 Q2	$1.2M	Sell	27,187 -70	-0.3%	-$3.38K	0.35%	59
2022 Q1	$1.43M	Buy	+27,257	New	+$1.42M	0.41%	56

Other funds holding JHMM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor OS's JHMM Position: Q2 2024 in Review

Advisor OS sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q2 2024, closing a stake of 6,991 shares — an estimated $401K sold.

Advisor OS first reported a position in JHMM in Q1 2022 and held it in 9 quarters. The position peaked at $1.43M in Q1 2022. 218 funds tracked by Wall St. Rank hold JHMM as of Q2 2024.

Advisor OS reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q2 2024 after selling out during the quarter.
Advisor OS sold 6,991 John Hancock Multifactor Mid Cap ETF shares in Q2 2024, an estimated $401K.
Advisor OS first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2022 and held it in 9 quarters.
Advisor OS's John Hancock Multifactor Mid Cap ETF position peaked at $1.43M in Q1 2022.
218 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2024.

Based on Advisor OS's 13F filing for Q2 2024, filed 5 Aug 2024.