Synergy Asset Management’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Synergy Asset 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	$525K	Buy	7,010 +754	+12%	+$54.4K	0.05%	155
2026 Q1	$420K	Hold	6,256	–	–	0.04%	171
2025 Q4	$410K	Sell	6,256 -12,512	-67%	-$813K	0.04%	142
2025 Q3	$1.22M	Buy	18,768 +12,512	+200%	+$791K	0.04%	162
2025 Q2	$382K	Hold	6,256	–	–	0.04%	138
2025 Q1	$358K	Sell	6,256 -6,256	-50%	-$376K	0.05%	130
2024 Q4	$750K	Buy	12,512 +6,256	+100%	+$386K	0.06%	133
2024 Q3	$377K	Hold	6,256	–	–	0.06%	106
2024 Q2	$344K	Hold	6,256	–	–	0.05%	101
2024 Q1	$359K	Hold	6,256	–	–	0.06%	98
2023 Q4	$329K	Hold	6,256	–	–	0.06%	104
2023 Q3	$296K	Buy	+6,256	New	+$310K	0.06%	103

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

Synergy Asset Management's JHMM Position: Q2 2026 in Review

Synergy Asset Management increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 12% in Q2 2026, buying an estimated $54.4K and bringing the position to 7,010 shares worth $525K. The position accounts for 0.05% of the portfolio, ranked #155.

Synergy Asset Management first reported a position in JHMM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.22M in Q3 2025. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

Synergy Asset Management held 7,010 shares of John Hancock Multifactor Mid Cap ETF worth $525K as of Q2 2026.
Synergy Asset Management bought 754 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $54.4K.
John Hancock Multifactor Mid Cap ETF made up 0.05% of Synergy Asset Management's portfolio in Q2 2026, its #155 holding.
Synergy Asset Management first reported a position in John Hancock Multifactor Mid Cap ETF in Q3 2023 and has held it in 12 quarters since.
Synergy Asset Management's John Hancock Multifactor Mid Cap ETF position peaked at $1.22M in Q3 2025.
296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.