Caldwell Trust’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Caldwell Trust’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	$14.6K	Sell	195 -390	-67%	-$28.1K	﹤0.01%	640
2026 Q1	$39.3K	Sell	585 -195	-25%	-$13.4K	﹤0.01%	518
2025 Q4	$51.1K	Hold	780	–	–	﹤0.01%	481
2025 Q3	$50.5K	Hold	780	–	–	﹤0.01%	476
2025 Q2	$47.7K	Hold	780	–	–	﹤0.01%	474
2025 Q1	$44.7K	Buy	+780	New	+$46.9K	﹤0.01%	473

Other funds holding JHMM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Caldwell Trust's JHMM Position: Q2 2026 in Review

Caldwell Trust reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 67% in Q2 2026, selling an estimated $28.1K and leaving 195 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Caldwell Trust first reported a position in JHMM in Q1 2025 and has held it in 6 quarters since. The position peaked at $51.1K in Q4 2025. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

Caldwell Trust held 195 shares of John Hancock Multifactor Mid Cap ETF worth $14.6K as of Q2 2026.
Caldwell Trust sold 390 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $28.1K.
John Hancock Multifactor Mid Cap ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #640 holding.
Caldwell Trust first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2025 and has held it in 6 quarters since.
Caldwell Trust's John Hancock Multifactor Mid Cap ETF position peaked at $51.1K in Q4 2025.
296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.