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Cape Investment Advisory’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Cape Investment Advisory’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
-215
Closed -$14.1K – 719
2025
Q4 		$14.1K Hold
215
– – ﹤0.01% 681
2025
Q3 		$13.9K Hold
215
– – 0.01% 358
2025
Q2 		$13.1K Hold
215
– – ﹤0.01% 586
2025
Q1 		$12.3K Hold
215
– – ﹤0.01% 565
2024
Q4 		$12.8K Hold
215
– – 0.01% 538
2024
Q3 		$12.9K Hold
215
– – 0.01% 520
2024
Q2 		$11.8K Hold
215
– – 0.01% 495
2024
Q1 		$12.3K Hold
215
– – 0.01% 509
2023
Q4 		$11.3K Hold
215
– – 0.01% 632
2023
Q3 		$10.2K Hold
215
– – 0.01% 547
2023
Q2 		$10.7K Hold
215
– – 0.01% 542
2023
Q1 		$10.3K Buy
+215
New +$10.4K 0.01% 534

Other funds holding JHMM

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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