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

Congress 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
2025 Q2	$976K	Buy	15,971 +8,493	+114%	+$490K	0.01%	712
2025 Q1	$430K	Buy	+7,478	New	+$450K	0.01%	854

Other funds holding JHMM

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Congress Wealth Management's JHMM Position: Q2 2025 in Review

Congress Wealth Management increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 114% in Q2 2025, buying an estimated $490K and bringing the position to 15,971 shares worth $976K. The position accounts for 0.01% of the portfolio, ranked #712.

Congress Wealth Management first reported a position in JHMM in Q1 2025 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold JHMM as of Q2 2025.

Congress Wealth Management held 15,971 shares of John Hancock Multifactor Mid Cap ETF worth $976K as of Q2 2025.
Congress Wealth Management bought 8,493 John Hancock Multifactor Mid Cap ETF shares in Q2 2025, an estimated $490K.
John Hancock Multifactor Mid Cap ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #712 holding.
Congress Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2025 and has held it in 2 quarters since.
250 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.