CAPTRUST Financial Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

CAPTRUST Financial Advisors’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	-72,772	Closed	-$4.77M	–	3092
2025 Q4	$4.77M	Sell	72,772 -1,547	-2%	-$101K	0.01%	687
2025 Q3	$4.81M	Sell	74,319 -20,466	-22%	-$1.29M	0.01%	651
2025 Q2	$5.79M	Sell	94,785 -3,878	-4%	-$224K	0.01%	582
2025 Q1	$5.65M	Sell	98,663 -8,112	-8%	-$488K	0.01%	552
2024 Q4	$6.38M	Sell	106,775 -10,089	-9%	-$622K	0.02%	473
2024 Q3	$7.04M	Buy	116,864 +600	+0.5%	+$34.3K	0.02%	446
2024 Q2	$6.4M	Sell	116,264 -1,452	-1%	-$80.4K	0.02%	451
2024 Q1	$6.75M	Sell	117,716 -463,108	-80%	-$24.9M	0.02%	425
2023 Q4	$30.6M	Buy	+580,824	New	+$28M	0.11%	168

Other funds holding JHMM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CAPTRUST Financial Advisors's JHMM Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q1 2026, closing a stake of 72,772 shares — an estimated $4.77M sold.

CAPTRUST Financial Advisors first reported a position in JHMM in Q4 2023 and held it in 9 quarters. The position peaked at $30.6M in Q4 2023. 280 funds tracked by Wall St. Rank hold JHMM as of Q1 2026.

CAPTRUST Financial Advisors reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q1 2026 after selling out during the quarter.
CAPTRUST Financial Advisors sold 72,772 John Hancock Multifactor Mid Cap ETF shares in Q1 2026, an estimated $4.77M.
CAPTRUST Financial Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2023 and held it in 9 quarters.
CAPTRUST Financial Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $30.6M in Q4 2023.
280 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.