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RFG Advisory’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

RFG Advisory’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
2024
Q4 		– Sell
-4,183
Closed -$252K – 791
2024
Q3 		$252K Sell
4,183
-393
-9% -$22.5K 0.01% 661
2024
Q2 		$252K Sell
4,576
-662
-13% -$36.7K 0.01% 637
2024
Q1 		$301K Sell
5,238
-603
-10% -$32.4K 0.01% 606
2023
Q4 		$308K Sell
5,841
-269
-4% -$13K 0.01% 547
2023
Q3 		$289K Buy
6,110
+31
+0.5% +$1.54K 0.01% 522
2023
Q2 		$302K Sell
6,079
-63
-1% -$2.99K 0.01% 525
2023
Q1 		$294K Buy
6,142
+263
+4% +$12.8K 0.01% 515
2022
Q4 		$301K Buy
5,879
+1,244
+27% +$57.8K 0.02% 513
2022
Q3 		$215K Sell
4,635
-32
-0.7% -$1.5K 0.01% 571
2022
Q2 		$226K Buy
4,667
+60
+1% +$2.9K 0.01% 514
2022
Q1 		$242K Buy
4,607
+638
+16% +$33.2K 0.02% 451
2021
Q4 		$221K Buy
3,969
+2
+0.1% +$109 0.02% 449
2021
Q3 		$205K Buy
+3,967
New +$209K 0.02% 405
2020
Q2 		– Sell
-14,390
Closed -$409K – 402
2020
Q1 		$409K Buy
14,390
+665
+5% +$24K 0.08% 208
2019
Q4 		$537K Buy
13,725
+165
+1% +$6.24K 0.09% 189
2019
Q3 		$499K Buy
+13,560
New +$495K 0.1% 170

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RFG Advisory's JHMM Position: Q4 2024 in Review

RFG Advisory sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q4 2024, closing a stake of 4,183 shares — an estimated $252K sold.

RFG Advisory first reported a position in JHMM in Q3 2019 and held it in 16 quarters. The position peaked at $537K in Q4 2019. 248 funds tracked by Wall St. Rank hold JHMM as of Q4 2024.

  • RFG Advisory reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • RFG Advisory sold 4,183 John Hancock Multifactor Mid Cap ETF shares in Q4 2024, an estimated $252K.
  • RFG Advisory first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2019 and held it in 16 quarters.
  • RFG Advisory's John Hancock Multifactor Mid Cap ETF position peaked at $537K in Q4 2019.
  • 248 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2024.

Based on RFG Advisory's 13F filing for Q4 2024, filed 21 Jan 2025.