Elevation Wealth Partners’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Elevation Wealth Partners’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 Q3	$1.96M	Hold	27,355	–	–	0.55%	36
2026 Q2	$2.05M	Buy	27,355 +101	+0.4%	+$7.29K	0.61%	33
2026 Q1	$1.83M	Sell	27,254 -58	-0.2%	-$3.99K	0.66%	32
2025 Q4	$1.79M	Sell	27,312 -3,284	-11%	-$213K	0.63%	33
2025 Q3	$1.98M	Sell	30,596 -238	-0.8%	-$15K	0.71%	32
2025 Q2	$1.88M	Buy	30,834 +7,823	+34%	+$451K	0.74%	32
2025 Q1	$1.32M	Buy	23,011 +786	+4%	+$47.3K	0.57%	34
2024 Q4	$1.33M	Buy	22,225 +126	+0.6%	+$7.77K	0.56%	35
2024 Q3	$1.33M	Hold	22,099	–	–	0.57%	37
2024 Q2	$1.22M	Buy	22,099 +809	+4%	+$44.8K	0.58%	38
2024 Q1	$1.22M	Sell	21,290 -21	-0.1%	-$1.13K	0.61%	34
2023 Q4	$1.01M	Hold	21,311	–	–	0.6%	34
2023 Q3	$1.01M	Buy	21,311 +2,703	+15%	+$134K	0.87%	23
2023 Q2	$925K	Hold	18,608	–	–	0.78%	24
2023 Q1	$891K	Buy	+18,608	New	+$904K	0.82%	22

Other funds holding JHMM

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

KPP Advisory Services Louisville, Kentucky $594M AUM 20.44% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Elevation Wealth Partners's JHMM Position: Q3 2026 in Review

Elevation Wealth Partners held its John Hancock Multifactor Mid Cap ETF (JHMM) position steady in Q3 2026 at 27,355 shares worth $1.96M. The position accounts for 0.55% of the portfolio, ranked #36.

Elevation Wealth Partners first reported a position in JHMM in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.05M in Q2 2026. 95 funds tracked by Wall St. Rank hold JHMM as of Q3 2026.

Elevation Wealth Partners held 27,355 shares of John Hancock Multifactor Mid Cap ETF worth $1.96M as of Q3 2026.
Elevation Wealth Partners left its John Hancock Multifactor Mid Cap ETF share count unchanged in Q3 2026.
John Hancock Multifactor Mid Cap ETF made up 0.55% of Elevation Wealth Partners's portfolio in Q3 2026, its #36 holding.
Elevation Wealth Partners first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's John Hancock Multifactor Mid Cap ETF position peaked at $2.05M in Q2 2026.
95 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.