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

EP Wealth 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
Q2 		$37.7M Buy
502,751
+480,302
+2,140% +$34.6M 0.14% 114
2026
Q1 		$1.51M Buy
22,449
+5,124
+30% +$352K 0.01% 548
2025
Q4 		$1.13M Buy
+17,325
New +$1.13M 0.01% 590

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

EP Wealth Advisors's JHMM Position: Q2 2026 in Review

EP Wealth Advisors increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 2,140% in Q2 2026, buying an estimated $34.6M and bringing the position to 502,751 shares worth $37.7M. The position accounts for 0.14% of the portfolio, ranked #114.

EP Wealth Advisors first reported a position in JHMM in Q4 2025 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

  • EP Wealth Advisors held 502,751 shares of John Hancock Multifactor Mid Cap ETF worth $37.7M as of Q2 2026.
  • EP Wealth Advisors bought 480,302 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $34.6M.
  • John Hancock Multifactor Mid Cap ETF made up 0.14% of EP Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • EP Wealth Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.