Atria Investments’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Atria Investments’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 Q1	$2.12M	Buy	31,641 +766	+2%	+$52.7K	0.02%	681
2025 Q4	$2.02M	Buy	+30,875	New	+$2.01M	0.02%	716
2024 Q4	–	Sell	-4,454	Closed	-$268K	–	1919
2024 Q3	$268K	Sell	4,454 -160	-3%	-$9.15K	﹤0.01%	1669
2024 Q2	$254K	Buy	+4,614	New	+$256K	﹤0.01%	1685
2024 Q1	–	Sell	-20,093	Closed	-$1.06M	–	989
2023 Q4	$1.06M	Buy	+20,093	New	+$969K	0.02%	873
2023 Q3	–	Sell	-21,015	Closed	-$1.04M	–	868
2023 Q2	$1.04M	Sell	21,015 -203	-1%	-$9.64K	0.02%	805
2023 Q1	$1.02M	Buy	+21,218	New	+$1.03M	0.02%	803
2018 Q3	–	Sell	-8,806	Closed	-$307K	–	1012
2018 Q2	$307K	Buy	+8,806	New	+$307K	0.01%	733

Other funds holding JHMM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services

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