LDB
JHMM icon

Lee, Danner & Bass’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-650
Closed -$38.8K – 485
2024
Q4 		$38.8K Buy
+650
New +$40.1K ﹤0.01% 374

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lee, Danner & Bass's JHMM Position: Q1 2025 in Review

Lee, Danner & Bass sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q1 2025, closing a stake of 650 shares — an estimated $38.8K sold.

Lee, Danner & Bass first reported a position in JHMM in Q4 2024 and held it in 1 quarter. The position peaked at $38.8K in Q4 2024. 241 funds tracked by Wall St. Rank hold JHMM as of Q1 2025.

  • Lee, Danner & Bass reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 650 John Hancock Multifactor Mid Cap ETF shares in Q1 2025, an estimated $38.8K.
  • Lee, Danner & Bass first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's John Hancock Multifactor Mid Cap ETF position peaked at $38.8K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.