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Birchwood Financial Partners’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Birchwood Financial Partners’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 		$178K Buy
2,377
+3
+0.1% +$216 0.15% 92
2026
Q1 		$159K Hold
2,374
– – 0.15% 94
2025
Q4 		$155K Buy
+2,374
New +$154K 0.15% 92

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

Birchwood Financial Partners's JHMM Position: Q2 2026 in Review

Birchwood Financial Partners increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 0.13% in Q2 2026, buying an estimated $216 and bringing the position to 2,377 shares worth $178K. The position accounts for 0.15% of the portfolio, ranked #92.

Birchwood Financial Partners first reported a position in JHMM in Q4 2025 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

  • Birchwood Financial Partners held 2,377 shares of John Hancock Multifactor Mid Cap ETF worth $178K as of Q2 2026.
  • Birchwood Financial Partners bought 3 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $216.
  • John Hancock Multifactor Mid Cap ETF made up 0.15% of Birchwood Financial Partners's portfolio in Q2 2026, its #92 holding.
  • Birchwood Financial Partners first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.