Palo Alto Wealth Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Palo Alto 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
2025 Q3	$7.54M	Sell	115,901 -4,471	-4%	-$283K	2.2%	10
2025 Q2	$7.36M	Sell	120,372 -55,133	-31%	-$3.18M	2.78%	10
2025 Q1	$10.5M	Sell	175,505 -10,536	-6%	-$634K	4.1%	6
2024 Q4	$11.1M	Buy	186,041 +8,881	+5%	+$548K	3.9%	6
2024 Q3	$10.8M	Buy	177,160 +14,923	+9%	+$853K	4.46%	6
2024 Q2	$8.93M	Buy	162,237 +8,840	+6%	+$490K	6.17%	6
2024 Q1	$8.8M	Buy	153,397 +17,354	+13%	+$932K	6.21%	7
2023 Q4	$7.16M	Sell	136,043 -9,781	-7%	-$472K	5.42%	7
2023 Q3	$6.9M	Sell	145,824 -1,450	-1%	-$71.9K	5.76%	8
2023 Q2	$7.32M	Buy	147,274 +11,564	+9%	+$549K	5.84%	7
2023 Q1	$6.5M	Buy	135,710 +16,098	+13%	+$782K	5.21%	8
2022 Q4	$5.57M	Buy	+119,612	New	+$5.56M	4.74%	10

Other funds holding JHMM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Palo Alto Wealth Advisors's JHMM Position: Q3 2025 in Review

Palo Alto Wealth Advisors reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 3.7% in Q3 2025, selling an estimated $283K and leaving 115,901 shares worth $7.54M. The position accounts for 2.2% of the portfolio, ranked #10.

Palo Alto Wealth Advisors first reported a position in JHMM in Q4 2022 and has held it in 12 quarters since. The position peaked at $11.1M in Q4 2024. 251 funds tracked by Wall St. Rank hold JHMM as of Q3 2025.

Palo Alto Wealth Advisors held 115,901 shares of John Hancock Multifactor Mid Cap ETF worth $7.54M as of Q3 2025.
Palo Alto Wealth Advisors sold 4,471 John Hancock Multifactor Mid Cap ETF shares in Q3 2025, an estimated $283K.
John Hancock Multifactor Mid Cap ETF made up 2.2% of Palo Alto Wealth Advisors's portfolio in Q3 2025, its #10 holding.
Palo Alto Wealth Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2022 and has held it in 12 quarters since.
Palo Alto Wealth Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $11.1M in Q4 2024.
251 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2025.

Based on Palo Alto Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.