Valley National Advisers’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Valley National Advisers’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	$26K	Hold	400	–	–	﹤0.01%	468
2025 Q4	$26K	Hold	400	–	–	﹤0.01%	469
2025 Q3	$25K	Hold	400	–	–	﹤0.01%	445
2025 Q2	$24K	Buy	+400	New	+$23.1K	﹤0.01%	464
2020 Q4	–	Sell	-2	Closed	–	–	832
2020 Q3	$0	Hold	2	–	–	﹤0.01%	804
2020 Q2	$0	Hold	2	–	–	﹤0.01%	813
2020 Q1	$0	Hold	2	–	–	﹤0.01%	795
2019 Q4	$0	Hold	2	–	–	﹤0.01%	787
2019 Q3	$0	Buy	+2	New	+$73	﹤0.01%	790

Other funds holding JHMM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 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