Independent Advisor Alliance’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Independent Advisor Alliance’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	–	Sell	-36,010	Closed	-$2.42M	–	1393
2026 Q1	$2.42M	Buy	+36,010	New	+$2.48M	0.03%	501
2025 Q1	–	Sell	-67,736	Closed	-$4.05M	–	1122
2024 Q4	$4.05M	Buy	67,736 +59,634	+736%	+$3.68M	0.05%	317
2024 Q3	$488K	Hold	8,102	–	–	0.02%	465
2024 Q2	$446K	Buy	8,102 +1,061	+15%	+$58.8K	0.02%	489
2024 Q1	$404K	Buy	7,041 +364	+5%	+$19.6K	0.01%	498
2023 Q4	$352K	Buy	+6,677	New	+$322K	0.01%	511
2020 Q1	–	Sell	-36,209	Closed	-$1.42M	–	656
2019 Q4	$1.42M	Buy	36,209 +18,139	+100%	+$686K	0.06%	299
2019 Q3	$684K	Buy	+18,070	New	+$659K	0.08%	205

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

Independent Advisor Alliance's JHMM Position: Q2 2026 in Review

Independent Advisor Alliance sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q2 2026, closing a stake of 36,010 shares — an estimated $2.42M sold.

Independent Advisor Alliance first reported a position in JHMM in Q3 2019 and held it in 8 quarters. The position peaked at $4.05M in Q4 2024. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

Independent Advisor Alliance reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 36,010 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $2.42M.
Independent Advisor Alliance first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2019 and held it in 8 quarters.
Independent Advisor Alliance's John Hancock Multifactor Mid Cap ETF position peaked at $4.05M in Q4 2024.
296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.