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D.B. Root & Company’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

D.B. Root & Company’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 		$419K Sell
6,249
-1,640
-21% -$113K 0.1% 130
2025
Q4 		$517K Sell
7,889
-10,291
-57% -$669K 0.13% 104
2025
Q3 		$1.18M Sell
18,180
-2,899
-14% -$183K 0.3% 53
2025
Q2 		$1.29M Sell
21,079
-3,737
-15% -$215K 0.38% 47
2025
Q1 		$1.42M Sell
24,816
-6,480
-21% -$390K 0.46% 38
2024
Q4 		$1.87M Sell
31,296
-83,177
-73% -$5.13M 0.59% 30
2024
Q3 		$6.89M Sell
114,473
-62
-0.1% -$3.55K 2.27% 6
2024
Q2 		$6.3M Buy
114,535
+12,057
+12% +$668K 2.15% 6
2024
Q1 		$5.88M Buy
102,478
+6,408
+7% +$344K 1.99% 8
2023
Q4 		$5.06M Buy
96,070
+6,966
+8% +$336K 1.83% 9
2023
Q3 		$4.22M Buy
89,104
+2,340
+3% +$116K 1.64% 10
2023
Q2 		$4.31M Buy
86,764
+2,994
+4% +$142K 1.63% 10
2023
Q1 		$4.01M Buy
83,770
+5,543
+7% +$269K 1.58% 11
2022
Q4 		$3.64M Buy
78,227
+8,289
+12% +$385K 1.54% 11
2022
Q3 		$2.98M Buy
69,938
+2,872
+4% +$135K 1.36% 14
2022
Q2 		$2.96M Buy
67,066
+3,989
+6% +$193K 1.27% 15
2022
Q1 		$3.31M Buy
63,077
+9,091
+17% +$473K 1.23% 16
2021
Q4 		$3M Buy
53,986
+9,472
+21% +$517K 1.08% 21
2021
Q3 		$2.3M Buy
+44,514
New +$2.34M 0.9% 21
2019
Q2 		– Sell
-8,671
Closed -$305K – 200
2019
Q1 		$305K Buy
8,671
+388
+5% +$13.1K 0.13% 175
2018
Q4 		$252K Buy
+8,283
New +$276K 0.13% 167

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B 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

D.B. Root & Company's JHMM Position: Q1 2026 in Review

D.B. Root & Company reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 21% in Q1 2026, selling an estimated $113K and leaving 6,249 shares worth $419K. The position accounts for 0.1% of the portfolio, ranked #130.

D.B. Root & Company first reported a position in JHMM in Q4 2018 and has held it in 21 quarters since. The position peaked at $6.89M in Q3 2024. 280 funds tracked by Wall St. Rank hold JHMM as of Q1 2026.

  • D.B. Root & Company held 6,249 shares of John Hancock Multifactor Mid Cap ETF worth $419K as of Q1 2026.
  • D.B. Root & Company sold 1,640 John Hancock Multifactor Mid Cap ETF shares in Q1 2026, an estimated $113K.
  • John Hancock Multifactor Mid Cap ETF made up 0.1% of D.B. Root & Company's portfolio in Q1 2026, its #130 holding.
  • D.B. Root & Company first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2018 and has held it in 21 quarters since.
  • D.B. Root & Company's John Hancock Multifactor Mid Cap ETF position peaked at $6.89M in Q3 2024.
  • 280 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.