Mount Yale Investment Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Mount Yale Investment 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	$15.9M	Sell	212,619 -20,787	-9%	-$1.5M	0.3%	76
2026 Q1	$15.7M	Buy	233,406 +191,679	+459%	+$13.2M	0.36%	56
2025 Q4	$2.73M	Buy	41,727 +3,136	+8%	+$204K	0.13%	158
2025 Q3	$2.5M	Buy	+38,591	New	+$2.44M	0.17%	136

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

Mount Yale Investment Advisors's JHMM Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 8.9% in Q2 2026, selling an estimated $1.5M and leaving 212,619 shares worth $15.9M. The position accounts for 0.3% of the portfolio, ranked #76.

Mount Yale Investment Advisors first reported a position in JHMM in Q3 2025 and has held it in 4 quarters since. 298 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

Mount Yale Investment Advisors held 212,619 shares of John Hancock Multifactor Mid Cap ETF worth $15.9M as of Q2 2026.
Mount Yale Investment Advisors sold 20,787 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $1.5M.
John Hancock Multifactor Mid Cap ETF made up 0.3% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #76 holding.
Mount Yale Investment Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
298 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.