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 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Convergence Financial's JHMM Position: Q1 2026 in Review

Convergence Financial reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 79% in Q1 2026, selling an estimated $1.13M and leaving 4,350 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #188.

Convergence Financial first reported a position in JHMM in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.36M in Q4 2025. 280 funds tracked by Wall St. Rank hold JHMM as of Q1 2026.

Convergence Financial held 4,350 shares of John Hancock Multifactor Mid Cap ETF worth $292K as of Q1 2026.
Convergence Financial sold 16,442 John Hancock Multifactor Mid Cap ETF shares in Q1 2026, an estimated $1.13M.
John Hancock Multifactor Mid Cap ETF made up 0.03% of Convergence Financial's portfolio in Q1 2026, its #188 holding.
Convergence Financial first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
Convergence Financial's John Hancock Multifactor Mid Cap ETF position peaked at $1.36M in Q4 2025.
280 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.