Marshall Investment Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Marshall Investment 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	$928K	Hold	13,823	–	–	0.45%	50
2025 Q4	$905K	Sell	13,823 -9	-0.1%	-$585	0.45%	49
2025 Q3	$895K	Buy	13,832 +2,759	+25%	+$174K	0.47%	46
2025 Q2	$677K	Buy	11,073 +8,178	+282%	+$471K	3.22%	10
2025 Q1	$166K	Sell	2,895 -6	-0.2%	-$361	0.1%	75
2024 Q4	$175K	Buy	+2,901	New	+$179K	0.1%	70

Other funds holding JHMM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Marshall Investment Management's JHMM Position: Q1 2026 in Review

Marshall Investment Management held its John Hancock Multifactor Mid Cap ETF (JHMM) position steady in Q1 2026 at 13,823 shares worth $928K. The position accounts for 0.45% of the portfolio, ranked #50.

Marshall Investment Management first reported a position in JHMM in Q4 2024 and has held it in 6 quarters since. 280 funds tracked by Wall St. Rank hold JHMM as of Q1 2026.

Marshall Investment Management held 13,823 shares of John Hancock Multifactor Mid Cap ETF worth $928K as of Q1 2026.
Marshall Investment Management left its John Hancock Multifactor Mid Cap ETF share count unchanged in Q1 2026.
John Hancock Multifactor Mid Cap ETF made up 0.45% of Marshall Investment Management's portfolio in Q1 2026, its #50 holding.
Marshall Investment Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2024 and has held it in 6 quarters since.
280 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.