Root Financial Partners
JHMM icon

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
Q3 		$117K Buy
+1,633
New +$121K ﹤0.01% 665
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

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Private Advisor Group
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Financial Management Professionals
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Garrett Wealth Advisory Group
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Thrivent Financial for Lutherans
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Amplius Wealth Advisors
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Nvest Wealth Strategies
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Root Financial Partners's JHMM Position: Q3 2026 in Review

Root Financial Partners opened a new position in John Hancock Multifactor Mid Cap ETF (JHMM) in Q3 2026: 1,633 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in JHMM as recently as Q1 2026.

Root Financial Partners first reported a position in JHMM in Q3 2025 and has held it in 4 quarters since. The position peaked at $127K in Q4 2025. 206 funds tracked by Wall St. Rank hold JHMM as of Q3 2026.

  • Root Financial Partners held 1,633 shares of John Hancock Multifactor Mid Cap ETF worth $117K as of Q3 2026.
  • John Hancock Multifactor Mid Cap ETF was a new Root Financial Partners position in Q3 2026.
  • John Hancock Multifactor Mid Cap ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #665 holding.
  • Root Financial Partners first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's John Hancock Multifactor Mid Cap ETF position peaked at $127K in Q4 2025.
  • 206 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.