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

Atria Wealth Solutions’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
2025 Q2	$5.43M	Buy	87,275 +21,954	+34%	+$1.27M	0.12%	199
2025 Q1	$3.74M	Buy	65,321 +1,819	+3%	+$109K	0.05%	424
2024 Q4	$3.79M	Sell	63,502 -30,537	-32%	-$1.88M	0.04%	428
2024 Q3	$5.66M	Buy	94,039 +4,273	+5%	+$244K	0.06%	313
2024 Q2	$4.94M	Buy	89,766 +1,863	+2%	+$103K	0.05%	348
2024 Q1	$5.04M	Sell	87,903 -2,814	-3%	-$151K	0.06%	335
2023 Q4	$4.78M	Buy	90,717 +14,469	+19%	+$698K	0.06%	324
2023 Q3	$3.61M	Buy	76,248 +288	+0.4%	+$14.3K	0.05%	378
2023 Q2	$3.77M	Buy	75,960 +3,969	+6%	+$189K	0.05%	367
2023 Q1	$3.45M	Buy	71,991 +27,736	+63%	+$1.35M	0.05%	366
2022 Q4	$2.06M	Sell	44,255 -522	-1%	-$24.3K	0.03%	506
2022 Q3	$1.91M	Buy	44,777 +731	+2%	+$34.3K	0.03%	499
2022 Q2	$1.95M	Buy	44,046 +2,227	+5%	+$108K	0.04%	454
2022 Q1	$2.2M	Buy	+41,819	New	+$2.18M	0.04%	460

Other funds holding JHMM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's JHMM Position: Q2 2025 in Review

Atria Wealth Solutions increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 34% in Q2 2025, buying an estimated $1.27M and bringing the position to 87,275 shares worth $5.43M. The position accounts for 0.12% of the portfolio, ranked #199.

Atria Wealth Solutions first reported a position in JHMM in Q1 2022 and has held it in 14 quarters since. The position peaked at $5.66M in Q3 2024. 250 funds tracked by Wall St. Rank hold JHMM as of Q2 2025.

Atria Wealth Solutions held 87,275 shares of John Hancock Multifactor Mid Cap ETF worth $5.43M as of Q2 2025.
Atria Wealth Solutions bought 21,954 John Hancock Multifactor Mid Cap ETF shares in Q2 2025, an estimated $1.27M.
John Hancock Multifactor Mid Cap ETF made up 0.12% of Atria Wealth Solutions's portfolio in Q2 2025, its #199 holding.
Atria Wealth Solutions first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's John Hancock Multifactor Mid Cap ETF position peaked at $5.66M in Q3 2024.
250 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.