Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Carson Wealth (CWM LLC)’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 		$544K Buy
8,110
+918
+13% +$63.1K ﹤0.01% 1950
2025
Q4 		$471K Buy
7,192
+21
+0.3% +$1.36K ﹤0.01% 1958
2025
Q3 		$464K Sell
7,171
-495
-6% -$31.3K ﹤0.01% 1849
2025
Q2 		$469K Buy
7,666
+134
+2% +$7.72K ﹤0.01% 1625
2025
Q1 		$432K Sell
7,532
-641
-8% -$38.6K ﹤0.01% 1510
2024
Q4 		$488K Buy
8,173
+4,928
+152% +$304K ﹤0.01% 1387
2024
Q3 		$195K Buy
3,245
+1,033
+47% +$59.1K ﹤0.01% 1768
2024
Q2 		$122K Buy
2,212
+256
+13% +$14.2K ﹤0.01% 1852
2024
Q1 		$112K Sell
1,956
-1,085
-36% -$58.3K ﹤0.01% 1808
2023
Q4 		$160K Buy
3,041
+245
+9% +$11.8K ﹤0.01% 1518
2023
Q3 		$132K Sell
2,796
-356
-11% -$17.7K ﹤0.01% 1484
2023
Q2 		$157K Sell
3,152
-1,424
-31% -$67.7K ﹤0.01% 1347
2023
Q1 		$219K Buy
4,576
+4,349
+1,916% +$211K ﹤0.01% 1162
2022
Q4 		$11K Hold
227
– – ﹤0.01% 2753
2022
Q3 		$10K Hold
227
– – ﹤0.01% 2681
2022
Q2 		$10K Hold
227
– – ﹤0.01% 2586
2022
Q1 		$12K Sell
227
-410
-64% -$21.3K ﹤0.01% 2375
2021
Q4 		$35K Buy
+637
New +$34.7K ﹤0.01% 1723
2021
Q2 		$33K Hold
637
– – ﹤0.01% 1571
2021
Q1 		$33K Hold
637
– – ﹤0.01% 1571
2020
Q4 		$33K Hold
637
– – ﹤0.01% 1571
2020
Q3 		$33K Hold
637
– – ﹤0.01% 1571
2020
Q2 		$33K Hold
637
– – ﹤0.01% 1571
2020
Q1 		$33K Hold
637
– – ﹤0.01% 1571
2019
Q4 		$33K Hold
637
– – ﹤0.01% 1571
2019
Q3 		$33K Hold
637
– – ﹤0.01% 1571
2019
Q2 		$33K Hold
637
– – ﹤0.01% 1571
2019
Q1 		$33K Buy
+637
New +$21.6K ﹤0.01% 1571

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Wealth (CWM LLC)'s JHMM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 13% in Q1 2026, buying an estimated $63.1K and bringing the position to 8,110 shares worth $544K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Carson Wealth (CWM LLC) first reported a position in JHMM in Q1 2019 and has held it in 28 quarters since. 280 funds tracked by Wall St. Rank hold JHMM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,110 shares of John Hancock Multifactor Mid Cap ETF worth $544K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 918 John Hancock Multifactor Mid Cap ETF shares in Q1 2026, an estimated $63.1K.
  • John Hancock Multifactor Mid Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1950 holding.
  • Carson Wealth (CWM LLC) first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • 280 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.