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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
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

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B 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