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

Eldridge Investment 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 		$12.4M Sell
185,100
-11,444
-6% -$787K 2.72% 9
2025
Q4 		$12.9M Buy
196,544
+12,401
+7% +$806K 2.83% 6
2025
Q3 		$11.9M Buy
184,143
+9,578
+5% +$605K 2.71% 5
2025
Q2 		$10.7M Sell
174,565
-11,110
-6% -$640K 2.23% 10
2025
Q1 		$10.6M Buy
185,675
+71,762
+63% +$4.32M 2.45% 7
2024
Q4 		$6.8M Buy
113,913
+81,921
+256% +$5.05M 1.58% 18
2024
Q3 		$1.93M Sell
31,992
-15
-0% -$858 0.45% 51
2024
Q2 		$1.76M Buy
32,007
+1,950
+6% +$108K 0.44% 51
2024
Q1 		$1.73M Hold
30,057
– – 0.44% 54
2023
Q4 		$1.58M Buy
30,057
+55
+0.2% +$2.65K 0.41% 53
2023
Q3 		$1.42M Sell
30,002
-160
-0.5% -$7.94K 0.47% 44
2023
Q2 		$1.5M Sell
30,162
-100
-0.3% -$4.75K 0.49% 40
2023
Q1 		$1.45M Buy
30,262
+50
+0.2% +$2.43K 0.5% 45
2022
Q4 		$1.41M Sell
30,212
-230
-0.8% -$10.7K 0.49% 44
2022
Q3 		$1.3M Hold
30,442
– – 0.5% 40
2022
Q2 		$1.34M Sell
30,442
-1,350
-4% -$65.3K 0.51% 37
2022
Q1 		$1.67M Sell
31,792
-385
-1% -$20K 0.57% 35
2021
Q4 		$1.79M Sell
32,177
-134
-0.4% -$7.31K 0.59% 30
2021
Q3 		$1.67M Hold
32,311
– – 0.59% 33
2021
Q2 		$1.68M Hold
32,311
– – 0.61% 34
2021
Q1 		$1.59M Buy
32,311
+50
+0.2% +$2.38K 0.61% 32
2020
Q4 		$1.45M Sell
32,261
-740
-2% -$30.9K 0.61% 30
2020
Q3 		$1.24M Sell
33,001
-200
-0.6% -$7.45K 0.58% 30
2020
Q2 		$1.17M Sell
33,201
-1,043
-3% -$34.3K 0.58% 29
2020
Q1 		$973K Sell
34,244
-1,300
-4% -$46.8K 0.55% 32
2019
Q4 		$1.39M Sell
35,544
-510
-1% -$19.3K 0.68% 29
2019
Q3 		$1.33M Sell
36,054
-4,634
-11% -$169K 0.69% 27
2019
Q2 		$1.49M Sell
40,688
-630
-2% -$22.6K 0.79% 21
2019
Q1 		$1.45M Buy
41,318
+1,220
+3% +$41.3K 0.78% 24
2018
Q4 		$1.22M Sell
40,098
-315
-0.8% -$10.5K 0.75% 26
2018
Q3 		$1.48M Sell
40,413
-2,373
-6% -$85.8K 0.94% 20
2018
Q2 		$1.49M Sell
42,786
-3,022
-7% -$105K 1.05% 18
2018
Q1 		$1.57M Sell
45,808
-5,196
-10% -$181K 1.18% 17
2017
Q4 		$1.75M Buy
+51,004
New +$1.7M 1.35% 17

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 $79.5B AUM 27.1% 1-Year Est. Return

Eldridge Investment Advisors's JHMM Position: Q1 2026 in Review

Eldridge Investment Advisors reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 5.8% in Q1 2026, selling an estimated $787K and leaving 185,100 shares worth $12.4M. The position accounts for 2.72% of the portfolio, ranked #9.

Eldridge Investment Advisors first reported a position in JHMM in Q4 2017 and has held it in 34 quarters since. The position peaked at $12.9M in Q4 2025. 280 funds tracked by Wall St. Rank hold JHMM as of Q1 2026.

  • Eldridge Investment Advisors held 185,100 shares of John Hancock Multifactor Mid Cap ETF worth $12.4M as of Q1 2026.
  • Eldridge Investment Advisors sold 11,444 John Hancock Multifactor Mid Cap ETF shares in Q1 2026, an estimated $787K.
  • John Hancock Multifactor Mid Cap ETF made up 2.72% of Eldridge Investment Advisors's portfolio in Q1 2026, its #9 holding.
  • Eldridge Investment Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Eldridge Investment Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $12.9M in Q4 2025.
  • 280 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.