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Legacy Capital Wealth Partners’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Legacy Capital Wealth Partners’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 		$282K Sell
4,196
-48
-1% -$3.3K 0.06% 310
2025
Q4 		$278K Sell
4,244
-46
-1% -$2.99K 0.06% 313
2025
Q3 		$278K Hold
4,290
– – 0.06% 325
2025
Q2 		$262K Hold
4,290
– – 0.06% 320
2025
Q1 		$246K Hold
4,290
– – 0.06% 316
2024
Q4 		$256K Hold
4,290
– – 0.06% 296
2024
Q3 		$258K Buy
4,290
+600
+16% +$34.3K 0.05% 297
2024
Q2 		$203K Buy
+3,690
New +$204K 0.05% 293
2024
Q1 		– Sell
-4,290
Closed -$226K – 230
2023
Q4 		$226K Hold
4,290
– – 0.06% 261
2023
Q3 		$203K Buy
+4,290
New +$213K 0.06% 267

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