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

HB 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	$719K	Sell	9,596 -381	-4%	-$27.5K	﹤0.01%	925
2026 Q1	$670K	Sell	9,977 -392	-4%	-$27K	﹤0.01%	834
2025 Q4	$679K	Hold	10,369	–	–	﹤0.01%	765
2025 Q3	$671K	Sell	10,369 -70	-0.7%	-$4.42K	﹤0.01%	733
2025 Q2	$638K	Sell	10,439 -610	-6%	-$35.2K	0.01%	666
2025 Q1	$633K	Hold	11,049	–	–	0.01%	692
2024 Q4	$660K	Hold	11,049	–	–	0.01%	532
2024 Q3	$665K	Buy	11,049 +88	+0.8%	+$5.03K	0.01%	492
2024 Q2	$603K	Hold	10,961	–	–	0.01%	486
2024 Q1	$629K	Hold	10,961	–	–	0.01%	439
2023 Q4	$577K	Sell	10,961 -470	-4%	-$22.7K	0.01%	418
2023 Q3	$541K	Hold	11,431	–	–	0.01%	411
2023 Q2	$568K	Sell	11,431 -290	-2%	-$13.8K	0.01%	387
2023 Q1	$561K	Buy	11,721 +693	+6%	+$33.7K	0.01%	388
2022 Q4	$513K	Hold	11,028	–	–	0.01%	388
2022 Q3	$470K	Sell	11,028 -120	-1%	-$5.63K	0.01%	347
2022 Q2	$493K	Sell	11,148 -632	-5%	-$30.6K	0.01%	344
2022 Q1	$619K	Buy	+11,780	New	+$613K	0.01%	315

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

HB Wealth Management's JHMM Position: Q2 2026 in Review

HB Wealth Management reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 3.8% in Q2 2026, selling an estimated $27.5K and leaving 9,596 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

HB Wealth Management first reported a position in JHMM in Q1 2022 and has held it in 18 quarters since. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

HB Wealth Management held 9,596 shares of John Hancock Multifactor Mid Cap ETF worth $719K as of Q2 2026.
HB Wealth Management sold 381 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $27.5K.
John Hancock Multifactor Mid Cap ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #925 holding.
HB Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2022 and has held it in 18 quarters since.
296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.