SpringVest Wealth Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

SpringVest Wealth Management’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	$1.77M	Buy	23,551 +1,119	+5%	+$80.7K	1.11%	20
2026 Q1	$1.51M	Buy	22,432 +994	+5%	+$68.3K	1.03%	19
2025 Q4	$1.4M	Sell	21,438 -919	-4%	-$59.7K	0.98%	19
2025 Q3	$1.45M	Buy	22,357 +978	+5%	+$61.8K	1.06%	19
2025 Q2	$1.31M	Sell	21,379 -4,027	-16%	-$232K	1.06%	18
2025 Q1	$1.46M	Buy	25,406 +1,037	+4%	+$62.4K	1.21%	19
2024 Q4	$1.46M	Buy	+24,369	New	+$1.5M	1.25%	17

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

SpringVest Wealth Management's JHMM Position: Q2 2026 in Review

SpringVest Wealth Management increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 5% in Q2 2026, buying an estimated $80.7K and bringing the position to 23,551 shares worth $1.77M. The position accounts for 1.11% of the portfolio, ranked #20.

SpringVest Wealth Management first reported a position in JHMM in Q4 2024 and has held it in 7 quarters since. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

SpringVest Wealth Management held 23,551 shares of John Hancock Multifactor Mid Cap ETF worth $1.77M as of Q2 2026.
SpringVest Wealth Management bought 1,119 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $80.7K.
John Hancock Multifactor Mid Cap ETF made up 1.11% of SpringVest Wealth Management's portfolio in Q2 2026, its #20 holding.
SpringVest Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2024 and has held it in 7 quarters since.
296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.