SMC
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Smith, Moore & Co’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Smith, Moore & Co’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 		– Sell
-6,271
Closed -$411K – 570
2025
Q4 		$411K Sell
6,271
-11,613
-65% -$755K 0.03% 350
2025
Q3 		$1.16M Buy
17,884
+1,278
+8% +$80.8K 0.09% 191
2025
Q2 		$1.02M Buy
16,606
+358
+2% +$20.6K 0.09% 202
2025
Q1 		$931K Buy
16,248
+2,030
+14% +$122K 0.09% 205
2024
Q4 		$849K Buy
14,218
+1,679
+13% +$104K 0.08% 211
2024
Q3 		$755K Buy
12,539
+1,038
+9% +$59.4K 0.07% 223
2024
Q2 		$633K Buy
11,501
+2,002
+21% +$111K 0.07% 229
2024
Q1 		$545K Buy
9,499
+1,050
+12% +$56.4K 0.06% 255
2023
Q4 		$445K Buy
8,449
+1,261
+18% +$60.8K 0.05% 275
2023
Q3 		$340K Buy
7,188
+710
+11% +$35.2K 0.04% 290
2023
Q2 		$322K Buy
6,478
+1,142
+21% +$54.3K 0.04% 304
2023
Q1 		$255K Buy
+5,336
New +$259K 0.03% 321

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