Betterment LLC
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Betterment LLC’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Betterment LLC’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 		$1.88M Buy
25,013
+3,612
+17% +$261K ﹤0.01% 257
2026
Q1 		$1.44M Sell
21,401
-3,330
-13% -$229K ﹤0.01% 278
2025
Q4 		$1.62M Buy
24,731
+1,651
+7% +$107K ﹤0.01% 253
2025
Q3 		$1.49M Buy
23,080
+1,044
+5% +$66K ﹤0.01% 251
2025
Q2 		$1.35M Buy
22,036
+211
+1% +$12.2K ﹤0.01% 248
2025
Q1 		$1.25M Buy
21,825
+758
+4% +$45.6K ﹤0.01% 239
2024
Q4 		$1.26M Sell
21,067
-1,442
-6% -$89K ﹤0.01% 238
2024
Q3 		$1.35M Buy
22,509
+413
+2% +$23.6K ﹤0.01% 209
2024
Q2 		$1.22M Buy
22,096
+1,211
+6% +$67.1K ﹤0.01% 202
2024
Q1 		$1.2M Buy
20,885
+5,021
+32% +$270K ﹤0.01% 187
2023
Q4 		$835K Buy
15,864
+1,775
+13% +$85.6K ﹤0.01% 195
2023
Q3 		$667K Buy
14,089
+2,408
+21% +$119K ﹤0.01% 197
2023
Q2 		$580K Buy
11,681
+1,197
+11% +$56.9K ﹤0.01% 189
2023
Q1 		$502K Buy
10,484
+263
+3% +$12.8K ﹤0.01% 197
2022
Q4 		$476K Buy
10,221
+914
+10% +$42.5K ﹤0.01% 190
2022
Q3 		$411K Hold
9,307
– – ﹤0.01% 187
2022
Q2 		$411K Buy
9,307
+2,488
+36% +$120K ﹤0.01% 187
2022
Q1 		$358K Buy
+6,819
New +$355K ﹤0.01% 191

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

Betterment LLC's JHMM Position: Q2 2026 in Review

Betterment LLC increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 17% in Q2 2026, buying an estimated $261K and bringing the position to 25,013 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Betterment LLC first reported a position in JHMM in Q1 2022 and has held it in 18 quarters since. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

  • Betterment LLC held 25,013 shares of John Hancock Multifactor Mid Cap ETF worth $1.88M as of Q2 2026.
  • Betterment LLC bought 3,612 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $261K.
  • John Hancock Multifactor Mid Cap ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #257 holding.
  • Betterment LLC first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.