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

Perennial 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 Q1	$403K	Sell	6,003 -208	-3%	-$14.3K	0.03%	325
2025 Q4	$407K	Buy	6,211 +800	+15%	+$52K	0.03%	312
2025 Q3	$350K	Hold	5,411	–	–	0.03%	332
2025 Q2	$331K	Hold	5,411	–	–	0.03%	326
2025 Q1	$310K	Buy	5,411 +500	+10%	+$30.1K	0.03%	317
2024 Q4	$293K	Sell	4,911 -20	-0.4%	-$1.23K	0.03%	301
2024 Q3	$297K	Buy	4,931 +50	+1%	+$2.86K	0.04%	288
2024 Q2	$269K	Sell	4,881 -50	-1%	-$2.77K	0.04%	293
2024 Q1	$283K	Sell	4,931 -40	-0.8%	-$2.15K	0.04%	267
2023 Q4	$262K	Buy	4,971 +100	+2%	+$4.83K	0.04%	269
2023 Q3	$230K	Hold	4,871	–	–	0.04%	281
2023 Q2	$242K	Sell	4,871 -60	-1%	-$2.85K	0.04%	287
2023 Q1	$236K	Hold	4,931	–	–	0.04%	281
2022 Q4	$229K	Hold	4,931	–	–	0.09%	184
2022 Q3	$210K	Hold	4,931	–	–	0.1%	177
2022 Q2	$220K	Hold	4,931	–	–	0.09%	171
2022 Q1	$258K	Hold	4,931	–	–	0.08%	173
2021 Q4	$273K	Buy	+4,931	New	+$269K	0.09%	184

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

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Perennial Investment Advisors's JHMM Position: Q1 2026 in Review

Perennial Investment Advisors reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 3.3% in Q1 2026, selling an estimated $14.3K and leaving 6,003 shares worth $403K. The position accounts for 0.03% of the portfolio, ranked #325.

Perennial Investment Advisors first reported a position in JHMM in Q4 2021 and has held it in 18 quarters since. The position peaked at $407K in Q4 2025. 280 funds tracked by Wall St. Rank hold JHMM as of Q1 2026.

Perennial Investment Advisors held 6,003 shares of John Hancock Multifactor Mid Cap ETF worth $403K as of Q1 2026.
Perennial Investment Advisors sold 208 John Hancock Multifactor Mid Cap ETF shares in Q1 2026, an estimated $14.3K.
John Hancock Multifactor Mid Cap ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #325 holding.
Perennial Investment Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2021 and has held it in 18 quarters since.
Perennial Investment Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $407K in Q4 2025.
280 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.