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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
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

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
KAS
KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
HZ
Hixon Zuercher Findlay, Ohio $341M AUM 26.01% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Amplius Wealth Advisors's JHMM Position: Q2 2026 in Review

Amplius Wealth Advisors increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 2.2% in Q2 2026, buying an estimated $1.08M and bringing the position to 685,861 shares worth $51.4M. The position accounts for 3.77% of the portfolio, ranked #5.

Amplius Wealth Advisors first reported a position in JHMM in Q4 2021 and has held it in 16 quarters since. 96 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

  • Amplius Wealth Advisors held 685,861 shares of John Hancock Multifactor Mid Cap ETF worth $51.4M as of Q2 2026.
  • Amplius Wealth Advisors bought 14,952 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $1.08M.
  • John Hancock Multifactor Mid Cap ETF made up 3.77% of Amplius Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Amplius Wealth Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • 96 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.