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Garrett Wealth Advisory Group’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Garrett Wealth Advisory 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
2026
Q1 		$37.8M Buy
562,825
+3,467
+0.6% +$238K 6.72% 5
2025
Q4 		$36.6M Buy
559,358
+24,681
+5% +$1.6M 6.92% 5
2025
Q3 		$34.6M Buy
534,677
+16,504
+3% +$1.04M 6.74% 5
2025
Q2 		$31.7M Buy
518,173
+29,515
+6% +$1.7M 6.7% 5
2025
Q1 		$28M Buy
488,658
+27,583
+6% +$1.66M 6.26% 6
2024
Q4 		$27.5M Buy
461,075
+74,291
+19% +$4.58M 6.27% 5
2024
Q3 		$23.3M Buy
386,784
+241,444
+166% +$13.8M 5.75% 6
2024
Q2 		$8M Sell
145,340
-1,608
-1% -$89.1K 2.93% 13
2024
Q1 		$8.43M Sell
146,948
-1,168
-0.8% -$62.8K 3.45% 10
2023
Q4 		$7.8M Sell
148,116
-167,565
-53% -$8.09M 3.25% 11
2023
Q3 		$14.9M Buy
315,681
+10,672
+3% +$529K 6.8% 7
2023
Q2 		$15.2M Buy
305,009
+6,705
+2% +$319K 6.72% 7
2023
Q1 		$14.3M Buy
298,304
+5,134
+2% +$250K 6.97% 7
2022
Q4 		$13.6M Buy
293,170
+7,311
+3% +$340K 7.01% 7
2022
Q3 		$12.2M Buy
285,859
+28,536
+11% +$1.34M 6.8% 7
2022
Q2 		$11.4M Buy
257,323
+73,575
+40% +$3.56M 6.19% 8
2022
Q1 		$9.66M Sell
183,748
-19,730
-10% -$1.03M 4.95% 8
2021
Q4 		$11.3M Buy
203,478
+190,298
+1,444% +$10.4M 5.49% 8
2021
Q3 		$681K Buy
+13,180
New +$693K 0.44% 25

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Garrett Wealth Advisory Group's JHMM Position: Q1 2026 in Review

Garrett Wealth Advisory Group increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 0.62% in Q1 2026, buying an estimated $238K and bringing the position to 562,825 shares worth $37.8M. The position accounts for 6.72% of the portfolio, ranked #5.

Garrett Wealth Advisory Group first reported a position in JHMM in Q3 2021 and has held it in 19 quarters since. 280 funds tracked by Wall St. Rank hold JHMM as of Q1 2026.

  • Garrett Wealth Advisory Group held 562,825 shares of John Hancock Multifactor Mid Cap ETF worth $37.8M as of Q1 2026.
  • Garrett Wealth Advisory Group bought 3,467 John Hancock Multifactor Mid Cap ETF shares in Q1 2026, an estimated $238K.
  • John Hancock Multifactor Mid Cap ETF made up 6.72% of Garrett Wealth Advisory Group's portfolio in Q1 2026, its #5 holding.
  • Garrett Wealth Advisory Group first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • 280 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q1 2026, filed 27 Apr 2026.