Amplius Wealth Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Amplius Wealth 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
2026 Q3	$32.8M	Sell	458,766 -227,095	-33%	-$16.9M	2.25%	12
2026 Q2	$51.4M	Buy	685,861 +14,952	+2%	+$1.08M	3.77%	5
2026 Q1	$45M	Sell	670,909 -1,851	-0.3%	-$127K	3.75%	6
2025 Q4	$44.1M	Buy	672,760 +14,113	+2%	+$917K	3.7%	6
2025 Q3	$42.6M	Buy	658,647 +30,128	+5%	+$1.9M	3.68%	6
2025 Q2	$38.4M	Buy	628,519 +11,603	+2%	+$669K	3.57%	7
2025 Q1	$35.4M	Buy	616,916 +56,650	+10%	+$3.41M	3.68%	5
2024 Q4	$33.5M	Sell	560,266 -21,393	-4%	-$1.32M	3.43%	10
2024 Q3	$35M	Sell	581,659 -72,164	-11%	-$4.13M	3.82%	7
2024 Q2	$36M	Buy	653,823 +8,020	+1%	+$444K	4%	7
2024 Q1	$37.1M	Buy	645,803 +9	+0%	+$484	4.15%	6
2023 Q4	$34M	Buy	645,794 +40,907	+7%	+$1.97M	4.11%	7
2023 Q3	$28.6M	Sell	604,887 -14,351	-2%	-$712K	3.84%	8
2023 Q2	$30.8M	Buy	619,238 +7,091	+1%	+$337K	4.14%	7
2023 Q1	$29.3M	Buy	612,147 +35,097	+6%	+$1.71M	4.2%	7
2022 Q4	$26.9M	Buy	+577,050	New	+$26.8M	4.29%	7
2022 Q1	–	Sell	-831	Closed	-$46K	–	548
2021 Q4	$46K	Buy	+831	New	+$45.3K	0.01%	349

Other funds holding JHMM

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

Amplius Wealth Advisors's JHMM Position: Q3 2026 in Review

Amplius Wealth Advisors reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 33% in Q3 2026, selling an estimated $16.9M and leaving 458,766 shares worth $32.8M. The position accounts for 2.25% of the portfolio, ranked #12.

Amplius Wealth Advisors first reported a position in JHMM in Q4 2021 and has held it in 17 quarters since. The position peaked at $51.4M in Q2 2026. 85 funds tracked by Wall St. Rank hold JHMM as of Q3 2026.

Amplius Wealth Advisors held 458,766 shares of John Hancock Multifactor Mid Cap ETF worth $32.8M as of Q3 2026.
Amplius Wealth Advisors sold 227,095 John Hancock Multifactor Mid Cap ETF shares in Q3 2026, an estimated $16.9M.
John Hancock Multifactor Mid Cap ETF made up 2.25% of Amplius Wealth Advisors's portfolio in Q3 2026, its #12 holding.
Amplius Wealth Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2021 and has held it in 17 quarters since.
Amplius Wealth Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $51.4M in Q2 2026.
85 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.