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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
Q3 		$12.9M Sell
176,848
-279
-0.2% -$20.8K 3.87% 9
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

Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
HZ
Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Enzi Wealth's JHMM Position: Q3 2026 in Review

Enzi Wealth reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 0.16% in Q3 2026, selling an estimated $20.8K and leaving 176,848 shares worth $12.9M. The position accounts for 3.87% of the portfolio, ranked #9.

Enzi Wealth first reported a position in JHMM in Q3 2022 and has held it in 17 quarters since. The position peaked at $38.5M in Q3 2025. 52 funds tracked by Wall St. Rank hold JHMM as of Q3 2026.

  • Enzi Wealth held 176,848 shares of John Hancock Multifactor Mid Cap ETF worth $12.9M as of Q3 2026.
  • Enzi Wealth sold 279 John Hancock Multifactor Mid Cap ETF shares in Q3 2026, an estimated $20.8K.
  • John Hancock Multifactor Mid Cap ETF made up 3.87% of Enzi Wealth's portfolio in Q3 2026, its #9 holding.
  • Enzi Wealth first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2022 and has held it in 17 quarters since.
  • Enzi Wealth's John Hancock Multifactor Mid Cap ETF position peaked at $38.5M in Q3 2025.
  • 52 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.