Transcend Capital Advisors’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Transcend Capital Advisors’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
2025 Q2	–	Sell	-14,596	Closed	-$836K	–	669
2025 Q1	$836K	Buy	14,596 +252	+2%	+$15.2K	0.06%	280
2024 Q4	$857K	Hold	14,344	–	–	0.06%	262
2024 Q3	$864K	Hold	14,344	–	–	0.06%	288
2024 Q2	$789K	Hold	14,344	–	–	0.06%	290
2024 Q1	$823K	Hold	14,344	–	–	0.07%	258
2023 Q4	$755K	Hold	14,344	–	–	0.07%	251
2023 Q3	$679K	Hold	14,344	–	–	0.07%	249
2023 Q2	$713K	Hold	14,344	–	–	0.07%	249
2023 Q1	$687K	Hold	14,344	–	–	0.07%	248
2022 Q4	$668K	Sell	14,344 -48	-0.3%	-$2.23K	0.07%	249
2022 Q3	$613K	Hold	14,392	–	–	0.07%	256
2022 Q2	$636K	Hold	14,392	–	–	0.07%	266
2022 Q1	$756K	Hold	14,392	–	–	0.07%	256
2021 Q4	$800K	Hold	14,392	–	–	0.07%	241
2021 Q3	$787K	Buy	+14,392	New	+$757K	0.07%	240
2021 Q2	–	Sell	-11,246	Closed	-$552K	–	364
2021 Q1	$552K	Buy	11,246 +540	+5%	+$25.7K	0.07%	236
2020 Q4	$481K	Buy	+10,706	New	+$448K	0.06%	238

Other funds holding JHMM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Transcend Capital Advisors's JHMM Position: Q2 2025 in Review

Transcend Capital Advisors sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q2 2025, closing a stake of 14,596 shares — an estimated $836K sold.

Transcend Capital Advisors first reported a position in JHMM in Q4 2020 and held it in 17 quarters. The position peaked at $864K in Q3 2024. 250 funds tracked by Wall St. Rank hold JHMM as of Q2 2025.

Transcend Capital Advisors reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q2 2025 after selling out during the quarter.
Transcend Capital Advisors sold 14,596 John Hancock Multifactor Mid Cap ETF shares in Q2 2025, an estimated $836K.
Transcend Capital Advisors first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2020 and held it in 17 quarters.
Transcend Capital Advisors's John Hancock Multifactor Mid Cap ETF position peaked at $864K in Q3 2024.
250 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2025.

Based on Transcend Capital Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.