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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
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

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
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
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 $666B 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

Root Financial Partners's JHMM Position: Q1 2026 in Review

Root Financial Partners reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 10% in Q1 2026, selling an estimated $13.3K and leaving 1,739 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #510.

Root Financial Partners first reported a position in JHMM in Q3 2025 and has held it in 3 quarters since. The position peaked at $127K in Q4 2025. 280 funds tracked by Wall St. Rank hold JHMM as of Q1 2026.

  • Root Financial Partners held 1,739 shares of John Hancock Multifactor Mid Cap ETF worth $117K as of Q1 2026.
  • Root Financial Partners sold 194 John Hancock Multifactor Mid Cap ETF shares in Q1 2026, an estimated $13.3K.
  • John Hancock Multifactor Mid Cap ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #510 holding.
  • Root Financial Partners first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's John Hancock Multifactor Mid Cap ETF position peaked at $127K in Q4 2025.
  • 280 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.