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Key Client Fiduciary Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Key Client Fiduciary Advisors’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 		$482K Sell
6,432
-93
-1% -$6.71K 0.14% 135
2026
Q1 		$438K Buy
6,525
+136
+2% +$9.35K 0.15% 132
2025
Q4 		$418K Sell
6,389
-1,995
-24% -$130K 0.14% 123
2025
Q3 		$542K Sell
8,384
-457
-5% -$28.9K 0.18% 108
2025
Q2 		$540K Sell
8,841
-1,153
-12% -$66.5K 0.22% 104
2025
Q1 		$573K Sell
9,994
-2,046
-17% -$123K 0.26% 91
2024
Q4 		$719K Sell
12,040
-2,584
-18% -$159K 0.32% 75
2024
Q3 		$880K Buy
14,624
+2
+0% +$114 0.39% 60
2024
Q2 		$805K Sell
14,622
-187
-1% -$10.4K 0.4% 60
2024
Q1 		$850K Sell
14,809
-106
-0.7% -$5.7K 0.45% 52
2023
Q4 		$785K Sell
14,915
-489
-3% -$23.6K 0.46% 48
2023
Q3 		$729K Buy
15,404
+1,086
+8% +$53.9K 0.45% 49
2023
Q2 		$711K Buy
14,318
+1,001
+8% +$47.6K 0.41% 54
2023
Q1 		$638K Buy
13,317
+41
+0.3% +$1.99K 0.4% 56
2022
Q4 		$618K Buy
13,276
+107
+0.8% +$4.97K 0.42% 54
2022
Q3 		$561K Buy
13,169
+91
+0.7% +$4.27K 0.51% 42
2022
Q2 		$578K Buy
13,078
+426
+3% +$20.6K 0.56% 39
2022
Q1 		$665K Buy
12,652
+852
+7% +$44.3K 0.53% 47
2021
Q4 		$656K Buy
+11,800
New +$643K 0.54% 47

Other funds holding JHMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Key Client Fiduciary Advisors's JHMM Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 1.4% in Q2 2026, selling an estimated $6.71K and leaving 6,432 shares worth $482K. The position accounts for 0.14% of the portfolio, ranked #135.

Key Client Fiduciary Advisors first reported a position in JHMM in Q4 2021 and has held it in 19 quarters since. The position peaked at $880K in Q3 2024. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

  • Key Client Fiduciary Advisors held 6,432 shares of John Hancock Multifactor Mid Cap ETF worth $482K as of Q2 2026.
  • Key Client Fiduciary Advisors sold 93 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $6.71K.
  • John Hancock Multifactor Mid Cap ETF made up 0.14% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #135 holding.
  • Key Client Fiduciary Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Key Client Fiduciary Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $880K in Q3 2024.
  • 296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.