Perigon Wealth Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Perigon Wealth Management’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	$1.14M	Sell	17,009 -6,644	-28%	-$457K	0.02%	495
2025 Q4	$1.55M	Sell	23,653 -220	-0.9%	-$14.3K	0.03%	429
2025 Q3	$1.54M	Sell	23,873 -509	-2%	-$32.2K	0.03%	408
2025 Q2	$1.49M	Buy	24,382 +1,324	+6%	+$76.3K	0.03%	393
2025 Q1	$1.32M	Sell	23,058 -278,003	-92%	-$16.7M	0.03%	388
2024 Q4	$18.6M	Sell	301,061 -5,744	-2%	-$354K	0.46%	40
2024 Q3	$18.5M	Buy	306,805 +3,948	+1%	+$226K	0.49%	37
2024 Q2	$16.7M	Buy	302,857 +290,333	+2,318%	+$16.1M	0.48%	40
2024 Q1	$719K	Buy	+12,524	New	+$673K	0.02%	450

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 $71.6B AUM 21.08% 1-Year Est. Return

Perigon Wealth Management's JHMM Position: Q1 2026 in Review

Perigon Wealth Management reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 28% in Q1 2026, selling an estimated $457K and leaving 17,009 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #495.

Perigon Wealth Management first reported a position in JHMM in Q1 2024 and has held it in 9 quarters since. The position peaked at $18.6M in Q4 2024. 280 funds tracked by Wall St. Rank hold JHMM as of Q1 2026.

Perigon Wealth Management held 17,009 shares of John Hancock Multifactor Mid Cap ETF worth $1.14M as of Q1 2026.
Perigon Wealth Management sold 6,644 John Hancock Multifactor Mid Cap ETF shares in Q1 2026, an estimated $457K.
John Hancock Multifactor Mid Cap ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #495 holding.
Perigon Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q1 2024 and has held it in 9 quarters since.
Perigon Wealth Management's John Hancock Multifactor Mid Cap ETF position peaked at $18.6M in Q4 2024.
280 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.