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Nvest Wealth Strategies’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Nvest Wealth Strategies’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 		$31.7M Buy
423,460
+6,865
+2% +$495K 19.84% 1
2026
Q1 		$28M Sell
416,595
-14,999
-3% -$1.03M 19.57% 1
2025
Q4 		$28.3M Buy
+431,594
New +$28.1M 20.74% 1

Other funds holding JHMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Nvest Wealth Strategies's JHMM Position: Q2 2026 in Review

Nvest Wealth Strategies increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 1.6% in Q2 2026, buying an estimated $495K and bringing the position to 423,460 shares worth $31.7M. The position accounts for 19.84% of the portfolio, ranked #1.

Nvest Wealth Strategies first reported a position in JHMM in Q4 2025 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

  • Nvest Wealth Strategies held 423,460 shares of John Hancock Multifactor Mid Cap ETF worth $31.7M as of Q2 2026.
  • Nvest Wealth Strategies bought 6,865 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $495K.
  • John Hancock Multifactor Mid Cap ETF made up 19.84% of Nvest Wealth Strategies's portfolio in Q2 2026, its #1 holding.
  • Nvest Wealth Strategies first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.