Concurrent Investment Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Concurrent Investment 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 Q2	$3.53M	Buy	47,101 +625	+1%	+$45.1K	0.03%	533
2026 Q1	$3.12M	Buy	46,476 +785	+2%	+$54K	0.03%	477
2025 Q4	$2.99M	Buy	45,691 +7,969	+21%	+$518K	0.03%	461
2025 Q3	$2.44M	Buy	37,722 +4,032	+12%	+$255K	0.04%	414
2025 Q2	$2.06M	Buy	33,690 +7,780	+30%	+$449K	0.04%	426
2025 Q1	$1.48M	Buy	25,910 +3,732	+17%	+$224K	0.04%	436
2024 Q4	$1.32M	Buy	+22,178	New	+$1.37M	0.04%	421

Other funds holding JHMM

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Concurrent Investment Advisors's JHMM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 1.3% in Q2 2026, buying an estimated $45.1K and bringing the position to 47,101 shares worth $3.53M. The position accounts for 0.03% of the portfolio, ranked #533.

Concurrent Investment Advisors first reported a position in JHMM in Q4 2024 and has held it in 7 quarters since. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

Concurrent Investment Advisors held 47,101 shares of John Hancock Multifactor Mid Cap ETF worth $3.53M as of Q2 2026.
Concurrent Investment Advisors bought 625 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $45.1K.
John Hancock Multifactor Mid Cap ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #533 holding.
Concurrent Investment Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.