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

Enzi Wealth’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
Q2 		$13.1M Sell
177,127
-6,372
-3% -$460K 4.15% 8
2026
Q1 		$12.3M Sell
183,499
-16,984
-8% -$1.17M 4.28% 9
2025
Q4 		$13.7M Sell
200,483
-402,612
-67% -$26.2M 4.85% 9
2025
Q3 		$38.5M Sell
603,095
-3,737
-0.6% -$236K 13.53% 2
2025
Q2 		$37.6M Sell
606,832
-4,480
-0.7% -$258K 13.78% 2
2025
Q1 		$34.1M Buy
611,312
+21,435
+4% +$1.29M 13.81% 1
2024
Q4 		$37.1M Sell
589,877
-9,108
-2% -$562K 14.13% 1
2024
Q3 		$36.6M Sell
598,985
-66,098
-10% -$3.78M 14.3% 1
2024
Q2 		$36.3M Buy
665,083
+3,859
+0.6% +$214K 15.97% 1
2024
Q1 		$35.8M Sell
661,224
-15,521
-2% -$834K 16.81% 1
2023
Q4 		$35.5M Sell
676,745
-54,929
-8% -$2.65M 17.07% 1
2023
Q3 		$34.1M Sell
731,674
-5,007
-0.7% -$248K 18.08% 1
2023
Q2 		$37.6M Buy
736,681
+130,631
+22% +$6.21M 19.13% 1
2023
Q1 		$29.1M Buy
606,050
+252,172
+71% +$12.3M 14.91% 2
2022
Q4 		$17.4M Buy
353,878
+87,499
+33% +$4.07M 8.32% 3
2022
Q3 		$12.9M Buy
+266,379
New +$12.5M 6.33% 5

Other funds holding JHMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Enzi Wealth's JHMM Position: Q2 2026 in Review

Enzi Wealth reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 3.5% in Q2 2026, selling an estimated $460K and leaving 177,127 shares worth $13.1M. The position accounts for 4.15% of the portfolio, ranked #8.

Enzi Wealth first reported a position in JHMM in Q3 2022 and has held it in 16 quarters since. The position peaked at $38.5M in Q3 2025. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

  • Enzi Wealth held 177,127 shares of John Hancock Multifactor Mid Cap ETF worth $13.1M as of Q2 2026.
  • Enzi Wealth sold 6,372 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $460K.
  • John Hancock Multifactor Mid Cap ETF made up 4.15% of Enzi Wealth's portfolio in Q2 2026, its #8 holding.
  • Enzi Wealth first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Enzi Wealth's John Hancock Multifactor Mid Cap ETF position peaked at $38.5M in Q3 2025.
  • 296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.