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Castleview Partners’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Castleview Partners’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
2025
Q1 		– Sell
-372
Closed -$22.2K – 381
2024
Q4 		$22.2K Hold
372
– – 0.01% 457
2024
Q3 		$22.4K Buy
+372
New +$21.3K 0.01% 431

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Castleview Partners's JHMM Position: Q1 2025 in Review

Castleview Partners sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q1 2025, closing a stake of 372 shares — an estimated $22.2K sold.

Castleview Partners first reported a position in JHMM in Q3 2024 and held it in 2 quarters. The position peaked at $22.4K in Q3 2024. 241 funds tracked by Wall St. Rank hold JHMM as of Q1 2025.

  • Castleview Partners reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 372 John Hancock Multifactor Mid Cap ETF shares in Q1 2025, an estimated $22.2K.
  • Castleview Partners first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2024 and held it in 2 quarters.
  • Castleview Partners's John Hancock Multifactor Mid Cap ETF position peaked at $22.4K in Q3 2024.
  • 241 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.