Convergence Financial’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Convergence Financial’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	$584K	Buy	7,796 +3,446	+79%	+$249K	0.05%	158
2026 Q1	$292K	Sell	4,350 -16,442	-79%	-$1.13M	0.03%	188
2025 Q4	$1.36M	Sell	20,792 -221	-1%	-$14.4K	0.2%	68
2025 Q3	$1.36M	Buy	+21,013	New	+$1.33M	0.2%	68

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

Convergence Financial's JHMM Position: Q2 2026 in Review

Convergence Financial increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 79% in Q2 2026, buying an estimated $249K and bringing the position to 7,796 shares worth $584K. The position accounts for 0.05% of the portfolio, ranked #158.

Convergence Financial first reported a position in JHMM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.36M in Q4 2025. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

Convergence Financial held 7,796 shares of John Hancock Multifactor Mid Cap ETF worth $584K as of Q2 2026.
Convergence Financial bought 3,446 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $249K.
John Hancock Multifactor Mid Cap ETF made up 0.05% of Convergence Financial's portfolio in Q2 2026, its #158 holding.
Convergence Financial first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
Convergence Financial's John Hancock Multifactor Mid Cap ETF position peaked at $1.36M in Q4 2025.
296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.