CAPTRUST Financial Advisors
JHMM icon

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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
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