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

EPG Wealth Management’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	$651K	Buy	8,681 +2	+0%	+$144	0.16%	128
2026 Q1	$583K	Hold	8,679	–	–	0.16%	138
2025 Q4	$568K	Buy	8,679 +3	+0%	+$195	0.15%	138
2025 Q3	$561K	Hold	8,676	–	–	0.15%	136
2025 Q2	$530K	Sell	8,676 -1,214	-12%	-$70K	0.16%	139
2025 Q1	$567K	Sell	9,890 -3,345	-25%	-$201K	0.16%	151
2024 Q4	$791K	Sell	13,235 -196	-1%	-$12.1K	0.21%	125
2024 Q3	$809K	Buy	+13,431	New	+$768K	0.2%	128
2024 Q2	–	Sell	-15,443	Closed	-$855K	–	127
2024 Q1	$886K	Hold	15,443	–	–	0.22%	123
2023 Q4	$811K	Buy	15,443 +21	+0.1%	+$1.01K	0.21%	124
2023 Q3	$730K	Buy	15,422 +191	+1%	+$9.48K	0.22%	116
2023 Q2	$757K	Buy	15,231 +58	+0.4%	+$2.76K	0.22%	109
2023 Q1	$726K	Sell	15,173 -206	-1%	-$10K	0.23%	103
2022 Q4	$716K	Sell	15,379 -986	-6%	-$45.8K	0.27%	84
2022 Q3	$697K	Sell	16,365 -1,145	-7%	-$53.7K	0.29%	79
2022 Q2	$774K	Sell	17,510 -1,022	-6%	-$49.4K	0.33%	71
2022 Q1	$974K	Buy	18,532 +882	+5%	+$45.9K	0.34%	64
2021 Q4	$981K	Buy	17,650 +61	+0.3%	+$3.33K	0.35%	67
2021 Q3	$908K	Sell	17,589 -537	-3%	-$28.2K	0.36%	60
2021 Q2	$940K	Buy	18,126 +2,797	+18%	+$144K	0.4%	56
2021 Q1	$753K	Sell	15,329 -411	-3%	-$19.5K	0.37%	61
2020 Q4	$708K	Sell	15,740 -881	-5%	-$36.8K	0.43%	53
2020 Q3	$625K	Hold	16,621	–	–	0.46%	48
2020 Q2	$584K	Sell	16,621 -2,584	-13%	-$85K	0.41%	58
2020 Q1	$546K	Buy	19,205 +529	+3%	+$19.1K	0.4%	55
2019 Q4	$731K	Buy	+18,676	New	+$706K	0.54%	41

Other funds holding JHMM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

EPG Wealth Management's JHMM Position: Q2 2026 in Review

EPG Wealth Management increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 0.02% in Q2 2026, buying an estimated $144 and bringing the position to 8,681 shares worth $651K. The position accounts for 0.16% of the portfolio, ranked #128.

EPG Wealth Management first reported a position in JHMM in Q4 2019 and has held it in 26 quarters since. The position peaked at $981K in Q4 2021. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

EPG Wealth Management held 8,681 shares of John Hancock Multifactor Mid Cap ETF worth $651K as of Q2 2026.
EPG Wealth Management bought 2 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $144.
John Hancock Multifactor Mid Cap ETF made up 0.16% of EPG Wealth Management's portfolio in Q2 2026, its #128 holding.
EPG Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2019 and has held it in 26 quarters since.
EPG Wealth Management's John Hancock Multifactor Mid Cap ETF position peaked at $981K in Q4 2021.
296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.