Marshall & Sterling Wealth Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Marshall & Sterling Wealth Advisors’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	$80.8K	Hold	1,078	–	–	0.05%	130
2026 Q1	$72.3K	Hold	1,078	–	–	0.05%	128
2025 Q4	$70.6K	Buy	1,078 +1	+0.1%	+$65	0.05%	121
2025 Q3	$69.7K	Sell	1,077 -210	-16%	-$13.3K	0.04%	143
2025 Q2	$78.7K	Buy	1,287 +1	+0.1%	+$58	0.05%	120
2025 Q1	$73.7K	Hold	1,286	–	–	0.05%	122
2024 Q4	$76.8K	Buy	+1,286	New	+$79.3K	0.05%	106

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 & Sterling Wealth Advisors's JHMM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its John Hancock Multifactor Mid Cap ETF (JHMM) position steady in Q2 2026 at 1,078 shares worth $80.8K. The position accounts for 0.05% of the portfolio, ranked #130.

Marshall & Sterling Wealth Advisors 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 & Sterling Wealth Advisors held 1,078 shares of John Hancock Multifactor Mid Cap ETF worth $80.8K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its John Hancock Multifactor Mid Cap ETF share count unchanged in Q2 2026.
John Hancock Multifactor Mid Cap ETF made up 0.05% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #130 holding.
Marshall & Sterling Wealth Advisors 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 & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.