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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
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

FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CWA
Choice Wealth Advisors Waterville, Maine $285M AUM 19.08% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
FWM
FMA Wealth Management Duxbury, Massachusetts $156M AUM 15.22% 1-Year Est. Return

Steph & Co's JHMM Position: Q2 2026 in Review

Steph & Co held its John Hancock Multifactor Mid Cap ETF (JHMM) position steady in Q2 2026 at 274 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #232.

Steph & Co first reported a position in JHMM in Q4 2019 and has held it in 18 quarters since. The position peaked at $514K in Q4 2019. 44 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

  • Steph & Co held 274 shares of John Hancock Multifactor Mid Cap ETF worth $20.5K as of Q2 2026.
  • Steph & Co left its John Hancock Multifactor Mid Cap ETF share count unchanged in Q2 2026.
  • John Hancock Multifactor Mid Cap ETF made up 0.01% of Steph & Co's portfolio in Q2 2026, its #232 holding.
  • Steph & Co first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2019 and has held it in 18 quarters since.
  • Steph & Co's John Hancock Multifactor Mid Cap ETF position peaked at $514K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.