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

FMA 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	$6.1M	Sell	81,410 -1,871	-2%	-$135K	3.91%	10
2026 Q1	$5.59M	Sell	83,281 -226	-0.3%	-$15.5K	3.72%	10
2025 Q4	$5.47M	Buy	83,507 +23	+0%	+$1.5K	3.54%	10
2025 Q3	$5.4M	Sell	83,484 -180	-0.2%	-$11.4K	3.71%	9
2025 Q2	$5.11M	Buy	83,664 +211	+0.3%	+$12.2K	3.78%	9
2025 Q1	$5.03M	Sell	83,453 -809	-1%	-$48.7K	3.86%	7
2024 Q4	$5.03M	Sell	84,262 -35	-0%	-$2.16K	3.75%	9
2024 Q3	$5.07M	Buy	84,297 +38,832	+85%	+$2.22M	3.68%	8
2024 Q2	$2.5M	Buy	45,465 +814	+2%	+$45.1K	2.02%	16
2024 Q1	$2.56M	Buy	44,651 +3,835	+9%	+$206K	2.12%	15
2023 Q4	$2.15M	Buy	+40,816	New	+$1.97M	1.96%	17

Other funds holding JHMM

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return