SWM
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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
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

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return