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

Trilogy Capital’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
2024
Q4 		– Sell
-4,881
Closed -$294K – 338
2024
Q3 		$294K Hold
4,881
– – 0.01% 277
2024
Q2 		$269K Sell
4,881
-1,219
-20% -$67.5K 0.01% 283
2024
Q1 		$350K Sell
6,100
-9,060
-60% -$487K 0.02% 236
2023
Q4 		$798K Buy
+15,160
New +$731K 0.05% 158
2023
Q1 		– Sell
-6,128
Closed -$285K – 257
2022
Q4 		$285K Buy
+6,128
New +$285K 0.02% 211
2021
Q2 		– Sell
-8,851
Closed -$435K – 174
2021
Q1 		$435K Hold
8,851
– – 0.03% 128
2020
Q4 		$398K Hold
8,851
– – 0.03% 120
2020
Q3 		$333K Buy
8,851
+3,011
+52% +$112K 0.03% 117
2020
Q2 		$213K Buy
+5,840
New +$192K 0.02% 109
2020
Q1 		– Sell
-5,840
Closed -$229K – 128
2019
Q4 		$229K Sell
5,840
-130
-2% -$4.92K 0.02% 110
2019
Q3 		$217K Hold
5,970
– – 0.02% 108
2019
Q2 		$220K Hold
5,970
– – 0.02% 109
2019
Q1 		$210K Buy
+5,970
New +$202K 0.03% 116
2018
Q4 		– Sell
-302,817
Closed -$11.1M – 362
2018
Q3 		$11.1M Buy
302,817
+7,430
+3% +$269K 1.37% 25
2018
Q2 		$10.3M Buy
295,387
+19,188
+7% +$668K 1.38% 25
2018
Q1 		$9.47M Buy
276,199
+41,487
+18% +$1.44M 1.37% 25
2017
Q4 		$8.01M Buy
+234,712
New +$7.82M 1.3% 25

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trilogy Capital's JHMM Position: Q4 2024 in Review

Trilogy Capital sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q4 2024, closing a stake of 4,881 shares — an estimated $294K sold.

Trilogy Capital first reported a position in JHMM in Q4 2017 and held it in 17 quarters. The position peaked at $11.1M in Q3 2018. 248 funds tracked by Wall St. Rank hold JHMM as of Q4 2024.

  • Trilogy Capital reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Trilogy Capital sold 4,881 John Hancock Multifactor Mid Cap ETF shares in Q4 2024, an estimated $294K.
  • Trilogy Capital first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2017 and held it in 17 quarters.
  • Trilogy Capital's John Hancock Multifactor Mid Cap ETF position peaked at $11.1M in Q3 2018.
  • 248 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2024.

Based on Trilogy Capital's 13F filing for Q4 2024, filed 27 Jan 2025.