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Cassady Schiller Wealth Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$127K Hold
2,120
– – 0.05% 147
2024
Q3 		$128K Buy
+2,120
New +$121K 0.05% 146

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cassady Schiller Wealth Management's JHMM Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its John Hancock Multifactor Mid Cap ETF (JHMM) position steady in Q4 2024 at 2,120 shares worth $127K. The position accounts for 0.05% of the portfolio, ranked #147.

Cassady Schiller Wealth Management first reported a position in JHMM in Q3 2024 and has held it in 2 quarters since. The position peaked at $128K in Q3 2024. 248 funds tracked by Wall St. Rank hold JHMM as of Q4 2024.

  • Cassady Schiller Wealth Management held 2,120 shares of John Hancock Multifactor Mid Cap ETF worth $127K as of Q4 2024.
  • Cassady Schiller Wealth Management left its John Hancock Multifactor Mid Cap ETF share count unchanged in Q4 2024.
  • John Hancock Multifactor Mid Cap ETF made up 0.05% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #147 holding.
  • Cassady Schiller Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2024 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's John Hancock Multifactor Mid Cap ETF position peaked at $128K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.