CA
JHMM icon

Crewe Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Crewe Advisors’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 		$58.5K Hold
871
– – 0.01% 362
2025
Q4 		$57K Hold
871
– – 0.01% 350
2025
Q3 		$56.3K Sell
871
-94
-10% -$5.94K 0.01% 366
2025
Q2 		$59K Hold
965
– – 0.01% 274
2025
Q1 		$55.3K Hold
965
– – 0.01% 258
2024
Q4 		$57.6K Hold
965
– – 0.01% 270
2024
Q3 		$58.1K Hold
965
– – 0.01% 283
2024
Q2 		$53.1K Hold
965
– – 0.01% 360
2024
Q1 		$55.4K Hold
965
– – 0.01% 353
2023
Q4 		$50.8K Sell
965
-76
-7% -$3.67K 0.01% 126
2023
Q3 		$49.3K Sell
1,041
-118
-10% -$5.85K 0.01% 142
2023
Q2 		$57.6K Sell
1,159
-1,259
-52% -$59.8K 0.01% 258
2023
Q1 		$116K Sell
2,418
-991
-29% -$48.2K 0.02% 213
2022
Q4 		$159K Sell
3,409
-2,793
-45% -$130K 0.03% 178
2022
Q3 		$264K Buy
6,202
+523
+9% +$24.5K 0.05% 115
2022
Q2 		$251K Buy
5,679
+556
+11% +$26.9K 0.06% 104
2022
Q1 		$270K Buy
+5,123
New +$267K 0.05% 87

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