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Brinker Capital Investments’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-9,748
Closed -$638K – 2150
2025
Q4 		$638K Buy
+9,748
New +$634K ﹤0.01% 1488
2025
Q3 		– Sell
-6,253
Closed -$382K – 2090
2025
Q2 		$382K Buy
+6,253
New +$360K ﹤0.01% 1603
2020
Q1 		– Sell
-801,802
Closed -$31.4M – 537
2019
Q4 		$31.4M Sell
801,802
-5,175
-0.6% -$196K 1.05% 28
2019
Q3 		$29.7M Sell
806,977
-12,904
-2% -$471K 1.03% 28
2019
Q2 		$29.9M Buy
819,881
+393,170
+92% +$14.1M 0.94% 29
2019
Q1 		$15M Buy
+426,711
New +$14.4M 0.48% 59

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return