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 Q2	$973K	Sell	12,976 -847	-6%	-$61.1K	0.4%	53
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Marshall Investment Management's JHMM Position: Q2 2026 in Review

Marshall Investment Management reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 6.1% in Q2 2026, selling an estimated $61.1K and leaving 12,976 shares worth $973K. The position accounts for 0.4% of the portfolio, ranked #53.

Marshall Investment Management first reported a position in JHMM in Q4 2024 and has held it in 7 quarters since. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

Marshall Investment Management held 12,976 shares of John Hancock Multifactor Mid Cap ETF worth $973K as of Q2 2026.
Marshall Investment Management sold 847 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $61.1K.
John Hancock Multifactor Mid Cap ETF made up 0.4% of Marshall Investment Management's portfolio in Q2 2026, its #53 holding.
Marshall Investment Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.