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Sun Financial’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Sun Financial’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 		$1.14M Sell
15,794
-552
-3% -$38K 0.57% 59
2025
Q4 		$1.07M Buy
+16,346
New +$1.06M 0.6% 58

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B 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 $79.5B AUM 27.1% 1-Year Est. Return

Sun Financial's JHMM Position: Q1 2026 in Review

Sun Financial reduced its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 3.4% in Q1 2026, selling an estimated $38K and leaving 15,794 shares worth $1.14M. The position accounts for 0.57% of the portfolio, ranked #59.

Sun Financial first reported a position in JHMM in Q4 2025 and has held it in 2 quarters since. 280 funds tracked by Wall St. Rank hold JHMM as of Q1 2026.

  • Sun Financial held 15,794 shares of John Hancock Multifactor Mid Cap ETF worth $1.14M as of Q1 2026.
  • Sun Financial sold 552 John Hancock Multifactor Mid Cap ETF shares in Q1 2026, an estimated $38K.
  • John Hancock Multifactor Mid Cap ETF made up 0.57% of Sun Financial's portfolio in Q1 2026, its #59 holding.
  • Sun Financial first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 280 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.