SC
JHMM icon

Steph & Co’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Steph & 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
Q3 		$18.8K Sell
263
-11
-4% -$818 ﹤0.01% 235
2026
Q2 		$20.5K Hold
274
– – 0.01% 232
2026
Q1 		$18.4K Sell
274
-31
-10% -$2.13K 0.01% 253
2025
Q4 		$20K Sell
305
-161
-35% -$10.5K 0.01% 253
2025
Q3 		$30.1K Hold
466
– – 0.01% 223
2025
Q2 		$28.5K Buy
466
+54
+13% +$3.11K 0.01% 220
2025
Q1 		$23.6K Hold
412
– – 0.01% 194
2024
Q4 		$24.6K Sell
412
-71
-15% -$4.38K 0.01% 200
2024
Q3 		$29.1K Sell
483
-7
-1% -$400 0.01% 199
2024
Q2 		$27K Sell
490
-26
-5% -$1.44K 0.01% 192
2024
Q1 		$29.6K Hold
516
– – 0.01% 193
2023
Q4 		$27.2K Sell
516
-25
-5% -$1.21K 0.01% 182
2023
Q3 		$25.6K Sell
541
-29
-5% -$1.44K 0.01% 193
2023
Q2 		$28.3K Sell
570
-81
-12% -$3.85K 0.02% 177
2023
Q1 		$31.2K Sell
651
-42
-6% -$2.04K 0.02% 171
2022
Q4 		$32K Hold
693
– – 0.02% 176
2022
Q3 		$30K Buy
+693
New +$32.5K 0.02% 165
2020
Q3 		– Sell
-2,800
Closed -$98K – 237
2020
Q2 		$98K Buy
+2,800
New +$92.1K 0.1% 122
2020
Q1 		– Sell
-13,133
Closed -$514K – 265
2019
Q4 		$514K Buy
+13,133
New +$497K 0.44% 36

Other funds holding JHMM

Amplius Wealth Advisors
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.46B AUM 12.23% 1-Year Est. Return
NWS
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
CWA
Choice Wealth Advisors Waterville, Maine $289M AUM 13.37% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
HZ
Hixon Zuercher Findlay, Ohio $347M AUM 22.96% 1-Year Est. Return
Patriot Financial Group Insurance Agency
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

Steph & Co's JHMM Position: Q3 2026 in Review

Steph & Co reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 4% in Q3 2026, selling an estimated $818 and leaving 263 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Steph & Co first reported a position in JHMM in Q4 2019 and has held it in 19 quarters since. The position peaked at $514K in Q4 2019. 51 funds tracked by Wall St. Rank hold JHMM as of Q3 2026.

  • Steph & Co held 263 shares of John Hancock Multifactor Mid Cap ETF worth $18.8K as of Q3 2026.
  • Steph & Co sold 11 John Hancock Multifactor Mid Cap ETF shares in Q3 2026, an estimated $818.
  • John Hancock Multifactor Mid Cap ETF made up ﹤0.01% of Steph & Co's portfolio in Q3 2026, its #235 holding.
  • Steph & Co first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2019 and has held it in 19 quarters since.
  • Steph & Co's John Hancock Multifactor Mid Cap ETF position peaked at $514K in Q4 2019.
  • 51 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.