Forge Financial Services’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Forge Financial Services’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	$7.08M	Sell	94,501 -1,906	-2%	-$137K	0.61%	10
2026 Q1	$6.47M	Sell	96,407 -1,302	-1%	-$89.5K	0.66%	10
2025 Q4	$6.4M	Sell	97,709 -489	-0.5%	-$31.8K	2.74%	9
2025 Q3	$6.38M	Buy	98,198 +2,781	+3%	+$176K	2.99%	8
2025 Q2	$5.84M	Buy	95,417 +2,011	+2%	+$116K	4.38%	7
2025 Q1	$5.35M	Sell	93,406 -1,018	-1%	-$61.2K	4.73%	7
2024 Q4	$5.87M	Buy	+94,424	New	+$5.82M	4.93%	7

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

Forge Financial Services's JHMM Position: Q2 2026 in Review

Forge Financial Services reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 2% in Q2 2026, selling an estimated $137K and leaving 94,501 shares worth $7.08M. The position accounts for 0.61% of the portfolio, ranked #10.

Forge Financial Services first reported a position in JHMM in Q4 2024 and has held it in 7 quarters since. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

Forge Financial Services held 94,501 shares of John Hancock Multifactor Mid Cap ETF worth $7.08M as of Q2 2026.
Forge Financial Services sold 1,906 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $137K.
John Hancock Multifactor Mid Cap ETF made up 0.61% of Forge Financial Services's portfolio in Q2 2026, its #10 holding.
Forge Financial Services first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Forge Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.