CWM
JHMM icon

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

Cornerstone 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
2026
Q1 		$1.36M Buy
20,335
+2,959
+17% +$203K 0.07% 252
2025
Q4 		$1.14M Buy
17,376
+2,019
+13% +$131K 0.06% 270
2025
Q3 		$993K Sell
15,357
-48
-0.3% -$3.03K 0.05% 284
2025
Q2 		$942K Sell
15,405
-1,453
-9% -$83.8K 0.06% 276
2025
Q1 		$966K Sell
16,858
-1,626
-9% -$97.8K 0.07% 250
2024
Q4 		$1.1M Buy
18,484
+7,838
+74% +$483K 0.07% 219
2024
Q3 		$641K Sell
10,646
-225
-2% -$12.9K 0.05% 302
2024
Q2 		$598K Buy
10,871
+1,630
+18% +$90.3K 0.05% 296
2024
Q1 		$530K Buy
9,241
+3
+0% +$161 0.04% 327
2023
Q4 		$486K Buy
9,238
+1,978
+27% +$95.4K 0.04% 326
2023
Q3 		$344K Buy
7,260
+1,220
+20% +$60.5K 0.03% 392
2023
Q2 		$300K Buy
6,040
+1,165
+24% +$55.4K 0.03% 401
2023
Q1 		$233K Buy
+4,875
New +$237K 0.02% 417

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return