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

BankPlus 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 Q3	$2.09M	Sell	29,274 -1,237	-4%	-$92K	0.92%	20
2026 Q2	$2.29M	Sell	30,511 -396	-1%	-$28.6K	1.03%	19
2026 Q1	$2.07M	Sell	30,907 -83	-0.3%	-$5.71K	1.07%	18
2025 Q4	$2.03M	Buy	30,990 +3,149	+11%	+$205K	1.12%	17
2025 Q3	$1.8M	Buy	27,841 +695	+3%	+$43.9K	1.06%	17
2025 Q2	$1.66M	Buy	27,146 +2,212	+9%	+$128K	1.1%	15
2025 Q1	$1.43M	Buy	24,934 +1,905	+8%	+$115K	1.05%	16
2024 Q4	$1.38M	Buy	+23,029	New	+$1.42M	1.03%	17

Other funds holding JHMM

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

BankPlus Wealth Management's JHMM Position: Q3 2026 in Review

BankPlus Wealth Management reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 4.1% in Q3 2026, selling an estimated $92K and leaving 29,274 shares worth $2.09M. The position accounts for 0.92% of the portfolio, ranked #20.

BankPlus Wealth Management first reported a position in JHMM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.29M in Q2 2026. 122 funds tracked by Wall St. Rank hold JHMM as of Q3 2026.

BankPlus Wealth Management held 29,274 shares of John Hancock Multifactor Mid Cap ETF worth $2.09M as of Q3 2026.
BankPlus Wealth Management sold 1,237 John Hancock Multifactor Mid Cap ETF shares in Q3 2026, an estimated $92K.
John Hancock Multifactor Mid Cap ETF made up 0.92% of BankPlus Wealth Management's portfolio in Q3 2026, its #20 holding.
BankPlus Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2024 and has held it in 8 quarters since.
BankPlus Wealth Management's John Hancock Multifactor Mid Cap ETF position peaked at $2.29M in Q2 2026.
122 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.