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

Sterling 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	$407K	Hold	5,429	–	–	0.1%	82
2026 Q1	$364K	Sell	5,429 -11	-0.2%	-$756	0.1%	80
2025 Q4	$356K	Hold	5,440	–	–	0.1%	76
2025 Q3	$352K	Hold	5,440	–	–	0.11%	76
2025 Q2	$333K	Buy	+5,440	New	+$314K	0.11%	79
2024 Q4	$325K	Hold	5,440	–	–	0.12%	83
2024 Q3	$327K	Sell	5,440 -1,871	-26%	-$107K	0.12%	88
2024 Q2	$402K	Buy	7,311 +969	+15%	+$53.7K	0.19%	66
2024 Q1	$364K	Sell	6,342 -1,831	-22%	-$98.4K	0.18%	69
2023 Q4	$430K	Buy	+8,173	New	+$394K	0.24%	57

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

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

Sterling Wealth Management held its John Hancock Multifactor Mid Cap ETF (JHMM) position steady in Q2 2026 at 5,429 shares worth $407K. The position accounts for 0.1% of the portfolio, ranked #82.

Sterling Wealth Management first reported a position in JHMM in Q4 2023 and has held it in 10 quarters since. The position peaked at $430K in Q4 2023. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

Sterling Wealth Management held 5,429 shares of John Hancock Multifactor Mid Cap ETF worth $407K as of Q2 2026.
Sterling Wealth Management left its John Hancock Multifactor Mid Cap ETF share count unchanged in Q2 2026.
John Hancock Multifactor Mid Cap ETF made up 0.1% of Sterling Wealth Management's portfolio in Q2 2026, its #82 holding.
Sterling Wealth Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2023 and has held it in 10 quarters since.
Sterling Wealth Management's John Hancock Multifactor Mid Cap ETF position peaked at $430K in Q4 2023.
296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.