Capstone Triton Financial Group’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Capstone Triton Financial Group’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	$307K	Buy	+4,632	New	+$318K	0.54%	39
2024 Q4	–	Sell	-3,329	Closed	-$200K	–	110
2024 Q3	$200K	Buy	+3,329	New	+$190K	0.13%	110
2023 Q1	–	Sell	-4,375	Closed	-$204K	–	104
2022 Q4	$204K	Sell	4,375 -407	-9%	-$18.9K	0.16%	97
2022 Q3	$204K	Hold	4,782	–	–	0.17%	92
2022 Q2	$224K	Hold	4,782	–	–	0.17%	92
2022 Q1	$236K	Sell	4,782 -200	-4%	-$10.4K	0.16%	94
2021 Q4	$276K	Hold	4,982	–	–	0.56%	63
2021 Q3	$274K	Hold	4,982	–	–	0.17%	100
2021 Q2	$258K	Sell	4,982 -82	-2%	-$4.21K	0.16%	103
2021 Q1	$249K	Buy	5,064 +1,177	+30%	+$56K	0.16%	97
2020 Q4	$175K	Buy	+3,887	New	+$163K	0.11%	126

Other funds holding JHMM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 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