Aspire Wealth Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Aspire Wealth Management’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 Q3	$331K	Sell	5,496 -1	-0%	-$57	0.18%	77
2024 Q2	$303K	Sell	5,497 -101	-2%	-$5.59K	0.17%	82
2024 Q1	$321K	Sell	5,598 -78	-1%	-$4.19K	0.19%	75
2023 Q4	$299K	Sell	5,676 -1	-0%	-$48	0.2%	73
2023 Q3	$269K	Sell	5,677 -136	-2%	-$6.75K	0.2%	72
2023 Q2	$289K	Sell	5,813 -34	-0.6%	-$1.61K	0.22%	66
2023 Q1	$280K	Buy	5,847 +35	+0.6%	+$1.7K	0.23%	69
2022 Q4	$270K	Sell	5,812 -10	-0.2%	-$465	0.24%	66
2022 Q3	$248K	Sell	5,822 -229	-4%	-$10.7K	0.23%	68
2022 Q2	$267K	Hold	6,051	–	–	0.25%	72
2022 Q1	$318K	Sell	6,051 -885	-13%	-$46.1K	0.25%	66
2021 Q4	$386K	Buy	+6,936	New	+$378K	0.31%	55

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Aspire Wealth Management's JHMM Position: Q3 2024 in Review

Aspire Wealth Management reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 0.02% in Q3 2024, selling an estimated $57 and leaving 5,496 shares worth $331K. The position accounts for 0.18% of the portfolio, ranked #77.

Aspire Wealth Management first reported a position in JHMM in Q4 2021 and has held it in 12 quarters since. The position peaked at $386K in Q4 2021. 226 funds tracked by Wall St. Rank hold JHMM as of Q3 2024.

Aspire Wealth Management held 5,496 shares of John Hancock Multifactor Mid Cap ETF worth $331K as of Q3 2024.
Aspire Wealth Management sold 1 John Hancock Multifactor Mid Cap ETF share in Q3 2024, an estimated $57.
John Hancock Multifactor Mid Cap ETF made up 0.18% of Aspire Wealth Management's portfolio in Q3 2024, its #77 holding.
Aspire Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's John Hancock Multifactor Mid Cap ETF position peaked at $386K in Q4 2021.
226 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.