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

Kingsview 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
Q1 		$6.44M Buy
95,970
+50,846
+113% +$3.5M 0.09% 243
2025
Q4 		$2.95M Buy
45,124
+6,366
+16% +$414K 0.04% 397
2025
Q3 		$2.51M Sell
38,758
-6,417
-14% -$406K 0.04% 413
2025
Q2 		$2.76M Buy
45,175
+11,836
+36% +$682K 0.05% 374
2025
Q1 		$1.91M Buy
33,339
+14,388
+76% +$865K 0.04% 397
2024
Q4 		$1.13M Buy
18,951
+902
+5% +$55.6K 0.02% 513
2024
Q3 		$1.09M Buy
+18,049
New +$1.03M 0.02% 510
2023
Q2 		– Sell
-25,886
Closed -$1.24M – 948
2023
Q1 		$1.24M Buy
+25,886
New +$1.26M 0.05% 342

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