HZ
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Hixon Zuercher’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Hixon Zuercher’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 		$6.41M Sell
89,628
-63,201
-41% -$4.7M 1.85% 18
2026
Q2 		$11.5M Buy
152,829
+5,240
+4% +$378K 3.36% 4
2026
Q1 		$9.91M Buy
147,589
+2,734
+2% +$188K 3.08% 4
2025
Q4 		$9.49M Buy
144,855
+396
+0.3% +$25.7K 2.88% 5
2025
Q3 		$9.35M Buy
144,459
+10,374
+8% +$656K 2.84% 6
2025
Q2 		$8.2M Buy
134,085
+11,459
+9% +$661K 2.65% 8
2025
Q1 		$7.03M Buy
+122,626
New +$7.38M 2.48% 10

Other funds holding JHMM

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BWM
BankPlus Wealth Management Jackson, Mississippi $229M AUM 13.58% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return

Hixon Zuercher's JHMM Position: Q3 2026 in Review

Hixon Zuercher reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 41% in Q3 2026, selling an estimated $4.7M and leaving 89,628 shares worth $6.41M. The position accounts for 1.85% of the portfolio, ranked #18.

Hixon Zuercher first reported a position in JHMM in Q1 2025 and has held it in 7 quarters since. The position peaked at $11.5M in Q2 2026. 22 funds tracked by Wall St. Rank hold JHMM as of Q3 2026.

  • Hixon Zuercher held 89,628 shares of John Hancock Multifactor Mid Cap ETF worth $6.41M as of Q3 2026.
  • Hixon Zuercher sold 63,201 John Hancock Multifactor Mid Cap ETF shares in Q3 2026, an estimated $4.7M.
  • John Hancock Multifactor Mid Cap ETF made up 1.85% of Hixon Zuercher's portfolio in Q3 2026, its #18 holding.
  • Hixon Zuercher first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • Hixon Zuercher's John Hancock Multifactor Mid Cap ETF position peaked at $11.5M in Q2 2026.
  • 22 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2026.

Based on Hixon Zuercher's 13F filing for Q3 2026, filed 13 Oct 2026.