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

Avior 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
2026
Q2 		$217K Buy
+2,891
New +$209K 0.01% 739
2025
Q4 		– Sell
-4,224
Closed -$273K – 759
2025
Q3 		$273K Hold
4,224
– – 0.01% 624
2025
Q2 		$258K Sell
4,224
-307
-7% -$17.7K 0.01% 607
2025
Q1 		$260K Sell
4,531
-1,366
-23% -$82.2K 0.01% 587
2024
Q4 		$352K Sell
5,897
-214
-4% -$13.2K 0.01% 545
2024
Q3 		$368K Hold
6,111
– – 0.01% 533
2024
Q2 		$336K Sell
6,111
-19
-0.3% -$1.05K 0.01% 539
2024
Q1 		$352K Buy
6,130
+2,649
+76% +$142K 0.02% 540
2023
Q4 		$183K Sell
3,481
-28
-0.8% -$1.35K 0.01% 529
2023
Q3 		$166K Sell
3,509
-150
-4% -$7.44K 0.01% 561
2023
Q2 		$182K Sell
3,659
-648
-15% -$30.8K 0.01% 545
2023
Q1 		$206K Sell
4,307
-13
-0.3% -$632 0.01% 523
2022
Q4 		$201K Buy
4,320
+27
+0.6% +$1.25K 0.02% 466
2022
Q3 		$182K Sell
4,293
-84
-2% -$3.94K 0.02% 463
2022
Q2 		$193K Sell
4,377
-3
-0.1% -$145 0.02% 424
2022
Q1 		$230K Sell
4,380
-370
-8% -$19.3K 0.02% 417
2021
Q4 		$264K Buy
4,750
+18
+0.4% +$982 0.02% 398
2021
Q3 		$244K Hold
4,732
– – 0.02% 400
2021
Q2 		$245K Sell
4,732
-152
-3% -$7.8K 0.02% 387
2021
Q1 		$239K Sell
4,884
-1,476
-23% -$70.2K 0.03% 383
2020
Q4 		$286K Sell
6,360
-4,705
-43% -$197K 0.04% 349
2020
Q3 		$416K Sell
11,065
-18,963
-63% -$707K 0.06% 273
2020
Q2 		$1.05M Buy
+30,028
New +$988K 0.17% 133

Other funds holding JHMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avior Wealth Management's JHMM Position: Q2 2026 in Review

Avior Wealth Management opened a new position in John Hancock Multifactor Mid Cap ETF (JHMM) in Q2 2026: 2,891 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #739 among its holdings. This is a return to the name: Avior Wealth Management previously reported a position in JHMM as recently as Q3 2025.

Avior Wealth Management first reported a position in JHMM in Q2 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q2 2020. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

  • Avior Wealth Management held 2,891 shares of John Hancock Multifactor Mid Cap ETF worth $217K as of Q2 2026.
  • John Hancock Multifactor Mid Cap ETF was a new Avior Wealth Management position in Q2 2026.
  • John Hancock Multifactor Mid Cap ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #739 holding.
  • Avior Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q2 2020 and has held it in 23 quarters since.
  • Avior Wealth Management's John Hancock Multifactor Mid Cap ETF position peaked at $1.05M in Q2 2020.
  • 296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.