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 Q2	$16.1K	Buy	+215	New	+$15.5K	﹤0.01%	751
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

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

Cape Investment Advisory's JHMM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in John Hancock Multifactor Mid Cap ETF (JHMM) in Q2 2026: 215 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in JHMM as recently as Q4 2025.

Cape Investment Advisory first reported a position in JHMM in Q1 2023 and has held it in 13 quarters since. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

Cape Investment Advisory held 215 shares of John Hancock Multifactor Mid Cap ETF worth $16.1K as of Q2 2026.
John Hancock Multifactor Mid Cap ETF was a new Cape Investment Advisory position in Q2 2026.
John Hancock Multifactor Mid Cap ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #751 holding.
Cape Investment Advisory first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2023 and has held it in 13 quarters since.
296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.