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Patriot Financial Group Insurance Agency’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Patriot Financial Group Insurance Agency’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 		$6.24M Sell
83,224
-60,074
-42% -$4.33M 0.64% 39
2026
Q1 		$9.62M Buy
143,298
+65,650
+85% +$4.51M 0.54% 44
2025
Q4 		$5.08M Sell
77,648
-7,015
-8% -$456K 0.6% 40
2025
Q3 		$5.48M Sell
84,663
-3,974
-4% -$251K 0.7% 36
2025
Q2 		$5.42M Sell
88,637
-6,183
-7% -$356K 0.62% 32
2025
Q1 		$5.43M Sell
94,820
-12,535
-12% -$754K 0.73% 24
2024
Q4 		$6.41M Sell
107,355
-37,447
-26% -$2.31M 0.86% 20
2024
Q3 		$8.72M Buy
144,802
+7,084
+5% +$405K 1.17% 12
2024
Q2 		$7.58M Sell
137,718
-3,005
-2% -$166K 1.12% 14
2024
Q1 		$8.07M Sell
140,723
-271
-0.2% -$14.6K 1.28% 10
2023
Q4 		$7.42M Buy
140,994
+3,638
+3% +$176K 1.4% 9
2023
Q3 		$6.5M Buy
137,356
+2,183
+2% +$108K 1.34% 9
2023
Q2 		$6.72M Buy
135,173
+210
+0.2% +$9.98K 1.27% 13
2023
Q1 		$6.46M Buy
134,963
+71,624
+113% +$3.48M 1.31% 14
2022
Q4 		$2.95M Buy
63,339
+2,581
+4% +$120K 0.4% 28
2022
Q3 		$2.59M Buy
60,758
+7,357
+14% +$345K 0.63% 29
2022
Q2 		$2.36M Buy
53,401
+8,604
+19% +$416K 0.48% 42
2022
Q1 		$2.35M Buy
44,797
+9,556
+27% +$497K 0.42% 43
2021
Q4 		$1.96M Buy
35,241
+5,944
+20% +$324K 0.33% 56
2021
Q3 		$1.51M Buy
29,297
+6,733
+30% +$354K 0.27% 82
2021
Q2 		$1.17M Buy
22,564
+14,734
+188% +$756K 0.21% 115
2021
Q1 		$385K Buy
7,830
+6,835
+687% +$325K 0.09% 237
2020
Q4 		$45K Buy
995
+365
+58% +$15.3K 0.01% 718
2020
Q3 		$24K Buy
630
+79
+14% +$2.94K 0.01% 742
2020
Q2 		$19K Sell
551
-12,982
-96% -$427K 0.01% 762
2020
Q1 		$384K Buy
13,533
+6,562
+94% +$236K 0.18% 124
2019
Q4 		$273K Buy
6,971
+6,895
+9,072% +$261K 0.1% 179
2019
Q3 		$3K Buy
+76
New +$2.77K ﹤0.01% 1027

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
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's JHMM Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 42% in Q2 2026, selling an estimated $4.33M and leaving 83,224 shares worth $6.24M. The position accounts for 0.64% of the portfolio, ranked #39.

Patriot Financial Group Insurance Agency first reported a position in JHMM in Q3 2019 and has held it in 28 quarters since. The position peaked at $9.62M in Q1 2026. 182 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 83,224 shares of John Hancock Multifactor Mid Cap ETF worth $6.24M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 60,074 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $4.33M.
  • John Hancock Multifactor Mid Cap ETF made up 0.64% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #39 holding.
  • Patriot Financial Group Insurance Agency first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • Patriot Financial Group Insurance Agency's John Hancock Multifactor Mid Cap ETF position peaked at $9.62M in Q1 2026.
  • 182 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.