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Capital Advisors Ltd’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Capital Advisors Ltd’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 		$4.33M Buy
57,762
+1,416
+3% +$102K 0.44% 41
2026
Q1 		$3.78M Buy
56,346
+711
+1% +$48.9K 0.43% 39
2025
Q4 		$3.64M Sell
55,635
-738
-1% -$48K 0.41% 43
2025
Q3 		$3.65M Sell
56,373
-1,512
-3% -$95.5K 0.41% 39
2025
Q2 		$3.54M Buy
57,885
+7
+0% +$404 0.44% 37
2025
Q1 		$3.32M Hold
57,878
– – 0.44% 38
2024
Q4 		$3.46M Buy
57,878
+272
+0.5% +$16.8K 0.44% 38
2024
Q3 		$3.47M Buy
57,606
+16
+0% +$915 0.43% 40
2024
Q2 		$3.17M Sell
57,590
-1,233
-2% -$68.3K 0.41% 41
2024
Q1 		$3.38M Sell
58,823
-809
-1% -$43.5K 0.44% 40
2023
Q4 		$3.14M Sell
59,632
-394
-0.7% -$19K 0.44% 41
2023
Q3 		$2.84M Sell
60,026
-2,202
-4% -$109K 0.44% 43
2023
Q2 		$3.09M Sell
62,228
-927
-1% -$44K 0.46% 40
2023
Q1 		$3.02M Sell
63,155
-387
-0.6% -$18.8K 0.5% 39
2022
Q4 		$2.96M Sell
63,542
-1,298
-2% -$60.3K 0.51% 40
2022
Q3 		$2.76M Sell
64,840
-574
-0.9% -$26.9K 0.54% 40
2022
Q2 		$2.89M Sell
65,414
-1,121
-2% -$54.2K 0.54% 40
2022
Q1 		$3.5M Buy
66,535
+1,008
+2% +$52.5K 0.58% 37
2021
Q4 		$3.64M Buy
65,527
+1,280
+2% +$69.8K 0.59% 36
2021
Q3 		$3.32M Buy
64,247
+280
+0.4% +$14.7K 0.59% 36
2021
Q2 		$3.32M Buy
63,967
+2,721
+4% +$140K 0.6% 37
2021
Q1 		$3.01M Buy
61,246
+7,833
+15% +$373K 0.55% 37
2020
Q4 		$2.4M Buy
53,413
+7,227
+16% +$302K 0.53% 40
2020
Q3 		$1.74M Buy
46,186
+4,042
+10% +$151K 0.43% 45
2020
Q2 		$1.48M Buy
42,144
+6,223
+17% +$205K 0.39% 52
2020
Q1 		$1.02M Sell
35,921
-1,900
-5% -$68.5K 0.32% 56
2019
Q4 		$1.48M Buy
37,821
+2,996
+9% +$113K 0.38% 46
2019
Q3 		$1.28M Buy
34,825
+3,610
+12% +$132K 0.35% 60
2019
Q2 		$1.14M Sell
31,215
-2,177
-7% -$78K 0.32% 55
2019
Q1 		$1.17M Sell
33,392
-3,612
-10% -$122K 0.32% 53
2018
Q4 		$1.13M Buy
37,004
+35,842
+3,085% +$1.19M 0.33% 53
2018
Q3 		$42K Buy
1,162
+562
+94% +$20.3K 0.01% 322
2018
Q2 		$21K Buy
+600
New +$20.9K 0.01% 280

Other funds holding JHMM

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Capital Advisors Ltd's JHMM Position: Q2 2026 in Review

Capital Advisors Ltd increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 2.5% in Q2 2026, buying an estimated $102K and bringing the position to 57,762 shares worth $4.33M. The position accounts for 0.44% of the portfolio, ranked #41.

Capital Advisors Ltd first reported a position in JHMM in Q2 2018 and has held it in 33 quarters since. 42 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

  • Capital Advisors Ltd held 57,762 shares of John Hancock Multifactor Mid Cap ETF worth $4.33M as of Q2 2026.
  • Capital Advisors Ltd bought 1,416 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $102K.
  • John Hancock Multifactor Mid Cap ETF made up 0.44% of Capital Advisors Ltd's portfolio in Q2 2026, its #41 holding.
  • Capital Advisors Ltd first reported a position in John Hancock Multifactor Mid Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • 42 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.