Sovereign Financial Group’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Sovereign Financial Group’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	$1.01M	Hold	13,486	–	–	0.15%	121
2026 Q1	$905K	Sell	13,486 -73	-0.5%	-$5.02K	0.16%	125
2025 Q4	$888K	Buy	13,559 +78	+0.6%	+$5.07K	0.15%	124
2025 Q3	$872K	Hold	13,481	–	–	0.16%	119
2025 Q2	$824K	Hold	13,481	–	–	0.17%	115
2025 Q1	$772K	Buy	13,481 +32	+0.2%	+$1.93K	0.18%	108
2024 Q4	$803K	Hold	13,449	–	–	0.18%	110
2024 Q3	$810K	Sell	13,449 -74	-0.5%	-$4.23K	0.19%	104
2024 Q2	$744K	Buy	13,523 +101	+0.8%	+$5.59K	0.19%	110
2024 Q1	$770K	Buy	13,422 +100	+0.8%	+$5.37K	0.2%	99
2023 Q4	$702K	Buy	13,322 +74	+0.6%	+$3.57K	0.21%	89
2023 Q3	$627K	Buy	13,248 +1	+0%	+$50	0.22%	94
2023 Q2	$658K	Hold	13,247	–	–	0.21%	110
2023 Q1	$634K	Buy	13,247 +1	+0%	+$49	0.24%	105
2022 Q4	$616K	Sell	13,246 -227	-2%	-$10.6K	0.24%	107
2022 Q3	$574K	Hold	13,473	–	–	0.23%	99
2022 Q2	$595K	Sell	13,473 -114	-0.8%	-$5.51K	0.23%	95
2022 Q1	$714K	Hold	13,587	–	–	0.26%	93
2021 Q4	$755K	Hold	13,587	–	–	0.3%	83
2021 Q3	$702K	Buy	13,587 +19	+0.1%	+$999	0.4%	58
2021 Q2	$667K	Hold	13,568	–	–	0.4%	59
2021 Q1	$667K	Buy	13,568 +5,290	+64%	+$252K	0.42%	57
2020 Q4	$372K	Buy	+8,278	New	+$346K	0.27%	75

Other funds holding JHMM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sovereign Financial Group's JHMM Position: Q2 2026 in Review

Sovereign Financial Group held its John Hancock Multifactor Mid Cap ETF (JHMM) position steady in Q2 2026 at 13,486 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #121.

Sovereign Financial Group first reported a position in JHMM in Q4 2020 and has held it in 23 quarters since. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

Sovereign Financial Group held 13,486 shares of John Hancock Multifactor Mid Cap ETF worth $1.01M as of Q2 2026.
Sovereign Financial Group left its John Hancock Multifactor Mid Cap ETF share count unchanged in Q2 2026.
John Hancock Multifactor Mid Cap ETF made up 0.15% of Sovereign Financial Group's portfolio in Q2 2026, its #121 holding.
Sovereign Financial Group first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2020 and has held it in 23 quarters since.
296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.