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Cozad Asset Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Cozad Asset 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 		$470K Sell
7,007
-992
-12% -$68.2K 0.04% 305
2025
Q4 		$524K Sell
7,999
-861
-10% -$56K 0.04% 290
2025
Q3 		$573K Hold
8,860
– – 0.05% 282
2025
Q2 		$542K Hold
8,860
– – 0.05% 276
2025
Q1 		$508K Hold
8,860
– – 0.05% 271
2024
Q4 		$529K Sell
8,860
-850
-9% -$52.4K 0.05% 262
2024
Q3 		$585K Buy
9,710
+220
+2% +$12.6K 0.06% 248
2024
Q2 		$522K Sell
9,490
-1,280
-12% -$70.9K 0.05% 255
2024
Q1 		$618K Buy
10,770
+1,960
+22% +$105K 0.06% 232
2023
Q4 		$464K Buy
8,810
+1,685
+24% +$81.3K 0.05% 262
2023
Q3 		$337K Buy
7,125
+1,520
+27% +$75.4K 0.04% 284
2023
Q2 		$279K Buy
+5,605
New +$266K 0.03% 318

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