Mascoma Wealth Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Mascoma Wealth 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
2025 Q3	–	Sell	-346	Closed	-$21.2K	–	475
2025 Q2	$21.2K	Hold	346	–	–	﹤0.01%	255
2025 Q1	$19.8K	Hold	346	–	–	﹤0.01%	264
2024 Q4	$20.7K	Hold	346	–	–	0.01%	271
2024 Q3	$20.8K	Hold	346	–	–	0.01%	261
2024 Q2	$19K	Hold	346	–	–	0.01%	275
2024 Q1	$19.9K	Hold	346	–	–	0.01%	261
2023 Q4	$18.2K	Hold	346	–	–	0.01%	274
2023 Q3	$16.4K	Hold	346	–	–	0.01%	289
2023 Q2	$17.5K	Hold	346	–	–	0.01%	276
2023 Q1	$16.5K	Hold	346	–	–	﹤0.01%	359
2022 Q4	$16.1K	Hold	346	–	–	0.01%	356
2022 Q3	$15K	Hold	346	–	–	0.01%	358
2022 Q2	$15K	Hold	346	–	–	0.01%	374
2022 Q1	$18K	Sell	346 -1,151	-77%	-$59.9K	0.01%	382
2021 Q4	$83K	Buy	1,497 +346	+30%	+$18.9K	0.03%	178
2021 Q3	$59K	Buy	+1,151	New	+$60.5K	0.02%	187

Other funds holding JHMM

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mascoma Wealth Management's JHMM Position: Q3 2025 in Review

Mascoma Wealth Management sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q3 2025, closing a stake of 346 shares — an estimated $21.2K sold.

Mascoma Wealth Management first reported a position in JHMM in Q3 2021 and held it in 16 quarters. The position peaked at $83K in Q4 2021. 251 funds tracked by Wall St. Rank hold JHMM as of Q3 2025.

Mascoma Wealth Management reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q3 2025 after selling out during the quarter.
Mascoma Wealth Management sold 346 John Hancock Multifactor Mid Cap ETF shares in Q3 2025, an estimated $21.2K.
Mascoma Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2021 and held it in 16 quarters.
Mascoma Wealth Management's John Hancock Multifactor Mid Cap ETF position peaked at $83K in Q4 2021.
251 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2025.

Based on Mascoma Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.