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Root Financial Partners’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Root Financial Partners’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 		– Sell
-1,739
Closed -$117K – 1843
2026
Q1 		$117K Sell
1,739
-194
-10% -$13.3K 0.01% 510
2025
Q4 		$127K Buy
1,933
+655
+51% +$42.6K 0.01% 388
2025
Q3 		$82.7K Buy
+1,278
New +$80.8K 0.01% 507

Other funds holding JHMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Root Financial Partners's JHMM Position: Q2 2026 in Review

Root Financial Partners sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q2 2026, closing a stake of 1,739 shares — an estimated $117K sold.

Root Financial Partners first reported a position in JHMM in Q3 2025 and held it in 3 quarters. The position peaked at $127K in Q4 2025. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

  • Root Financial Partners reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,739 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $117K.
  • Root Financial Partners first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's John Hancock Multifactor Mid Cap ETF position peaked at $127K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.