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Ethos Financial Group’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Ethos Financial Group’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
2024
Q4 		– Sell
-3,456
Closed -$208K – 411
2024
Q3 		$208K Buy
+3,456
New +$198K 0.03% 266

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ethos Financial Group's JHMM Position: Q4 2024 in Review

Ethos Financial Group sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q4 2024, closing a stake of 3,456 shares — an estimated $208K sold.

Ethos Financial Group first reported a position in JHMM in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 248 funds tracked by Wall St. Rank hold JHMM as of Q4 2024.

  • Ethos Financial Group reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Ethos Financial Group sold 3,456 John Hancock Multifactor Mid Cap ETF shares in Q4 2024, an estimated $208K.
  • Ethos Financial Group first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2024 and held it in 1 quarter.
  • Ethos Financial Group's John Hancock Multifactor Mid Cap ETF position peaked at $208K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2024.

Based on Ethos Financial Group's 13F filing for Q4 2024, filed 6 Feb 2025.