PTC
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Private Trust Company’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Private Trust Company’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 		$218K Buy
3,250
+320
+11% +$22K 0.02% 740
2025
Q4 		$192K Sell
2,930
-517
-15% -$33.6K 0.02% 780
2025
Q3 		$223K Sell
3,447
-835
-20% -$52.8K 0.02% 716
2025
Q2 		$262K Sell
4,282
-105
-2% -$6.05K 0.02% 626
2025
Q1 		$251K Buy
4,387
+540
+14% +$32.5K 0.03% 628
2024
Q4 		$230K Buy
3,847
+1,019
+36% +$62.9K 0.02% 639
2024
Q3 		$170K Buy
2,828
+423
+18% +$24.2K 0.02% 753
2024
Q2 		$132K Sell
2,405
-71
-3% -$3.93K 0.01% 786
2024
Q1 		$142K Sell
2,476
-819
-25% -$44K 0.02% 751
2023
Q4 		$174K Sell
3,295
-396
-11% -$19.1K 0.02% 653
2023
Q3 		$175K Buy
3,691
+452
+14% +$22.4K 0.02% 610
2023
Q2 		$161K Sell
3,239
-110
-3% -$5.23K 0.02% 633
2023
Q1 		$160K Sell
3,349
-308
-8% -$15K 0.02% 615
2022
Q4 		$170K Buy
3,657
+668
+22% +$31K 0.03% 559
2022
Q3 		$127K Sell
2,989
-1,111
-27% -$52.1K 0.02% 596
2022
Q2 		$181K Buy
+4,100
New +$198K 0.03% 513

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return