CFG
JHMM icon

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

Cooper Financial Group’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 		– Sell
-4,610
Closed -$309K – 473
2026
Q1 		$309K Sell
4,610
-634
-12% -$43.6K 0.03% 323
2025
Q4 		$343K Sell
5,244
-26,195
-83% -$1.7M 0.04% 280
2025
Q3 		$2.03M Sell
31,439
-808
-3% -$51.1K 0.23% 74
2025
Q2 		$1.97M Sell
32,247
-1,003
-3% -$57.8K 0.23% 83
2025
Q1 		$1.91M Sell
33,250
-2,259
-6% -$136K 0.25% 84
2024
Q4 		$2.12M Sell
35,509
-2,072
-6% -$128K 0.26% 69
2024
Q3 		$2.26M Sell
37,581
-2,808
-7% -$161K 0.29% 65
2024
Q2 		$2.22M Buy
40,389
+4,159
+11% +$230K 0.33% 59
2024
Q1 		$2.08M Buy
36,230
+20,195
+126% +$1.08M 0.34% 55
2023
Q4 		$844K Buy
16,035
+1,755
+12% +$84.7K 0.15% 123
2023
Q3 		$676K Buy
+14,280
New +$708K 0.16% 144

Other funds holding JHMM

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $159M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return