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 Q3	$41M	Buy	573,987 +1,628	+0.3%	+$121K	6.23%	5
2026 Q2	$42.9M	Buy	572,359 +9,534	+2%	+$688K	6.6%	5
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	$9.7M	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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Garrett Wealth Advisory Group's JHMM Position: Q3 2026 in Review

Garrett Wealth Advisory Group increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 0.28% in Q3 2026, buying an estimated $121K and bringing the position to 573,987 shares worth $41M. The position accounts for 6.23% of the portfolio, ranked #5.

Garrett Wealth Advisory Group first reported a position in JHMM in Q3 2021 and has held it in 21 quarters since. The position peaked at $42.9M in Q2 2026. 267 funds tracked by Wall St. Rank hold JHMM as of Q3 2026.

Garrett Wealth Advisory Group held 573,987 shares of John Hancock Multifactor Mid Cap ETF worth $41M as of Q3 2026.
Garrett Wealth Advisory Group bought 1,628 John Hancock Multifactor Mid Cap ETF shares in Q3 2026, an estimated $121K.
John Hancock Multifactor Mid Cap ETF made up 6.23% of Garrett Wealth Advisory Group's portfolio in Q3 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 21 quarters since.
Garrett Wealth Advisory Group's John Hancock Multifactor Mid Cap ETF position peaked at $42.9M in Q2 2026.
267 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.