Bellevue Asset Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Bellevue Asset 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
2025 Q4	–	Sell	-729	Closed	-$47.2K	–	499
2025 Q3	$47.2K	Hold	729	–	–	0.02%	165
2025 Q2	$44.6K	Hold	729	–	–	0.02%	168
2025 Q1	$41.8K	Hold	729	–	–	0.02%	171
2024 Q4	$43.5K	Sell	729 -96	-12%	-$5.92K	0.02%	169
2024 Q3	$49.7K	Hold	825	–	–	0.03%	163
2024 Q2	$45.4K	Hold	825	–	–	0.03%	158
2024 Q1	$47.3K	Hold	825	–	–	0.03%	158
2023 Q4	$43.4K	Sell	825 -240	-23%	-$11.6K	0.04%	163
2023 Q3	$50.4K	Hold	1,065	–	–	0.03%	137
2023 Q2	$52.9K	Hold	1,065	–	–	0.03%	143
2023 Q1	$51K	Hold	1,065	–	–	0.03%	143
2022 Q4	$49.2K	Hold	1,065	–	–	0.04%	150
2022 Q3	$46K	Hold	1,065	–	–	0.04%	160
2022 Q2	$47K	Hold	1,065	–	–	0.03%	163
2022 Q1	$57K	Hold	1,065	–	–	0.03%	157
2021 Q4	$59K	Hold	1,065	–	–	0.03%	161
2021 Q3	$56K	Hold	1,065	–	–	0.03%	169
2021 Q2	$55K	Hold	1,065	–	–	0.03%	167
2021 Q1	$52K	Hold	1,065	–	–	0.03%	170
2020 Q4	$50K	Hold	1,065	–	–	0.03%	171
2020 Q3	$40K	Sell	1,065 -55	-5%	-$2.05K	0.03%	185
2020 Q2	$39K	Sell	1,120 -222	-17%	-$7.3K	0.04%	186
2020 Q1	$43K	Hold	1,342	–	–	0.04%	178
2019 Q4	$53K	Buy	+1,342	New	+$50.8K	0.04%	150

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Bellevue Asset Management's JHMM Position: Q4 2025 in Review

Bellevue Asset Management sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q4 2025, closing a stake of 729 shares — an estimated $47.2K sold.

Bellevue Asset Management first reported a position in JHMM in Q4 2019 and held it in 24 quarters. The position peaked at $59K in Q4 2021. 276 funds tracked by Wall St. Rank hold JHMM as of Q4 2025.

Bellevue Asset Management reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q4 2025 after selling out during the quarter.
Bellevue Asset Management sold 729 John Hancock Multifactor Mid Cap ETF shares in Q4 2025, an estimated $47.2K.
Bellevue Asset Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2019 and held it in 24 quarters.
Bellevue Asset Management's John Hancock Multifactor Mid Cap ETF position peaked at $59K in Q4 2021.
276 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2025.

Based on Bellevue Asset Management's 13F filing for Q4 2025, filed 23 Jan 2026.