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

Valmark 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 		$1.66M Sell
24,738
-5,736
-19% -$394K 0.02% 274
2025
Q4 		$2M Sell
30,474
-7,153
-19% -$465K 0.02% 242
2025
Q3 		$2.43M Sell
37,627
-847
-2% -$53.5K 0.03% 205
2025
Q2 		$2.35M Buy
38,474
+816
+2% +$47K 0.03% 201
2025
Q1 		$2.16M Sell
37,658
-1,242
-3% -$74.7K 0.03% 200
2024
Q4 		$2.32M Sell
38,900
-2,154
-5% -$133K 0.04% 186
2024
Q3 		$2.47M Sell
41,054
-181
-0.4% -$10.4K 0.04% 169
2024
Q2 		$2.27M Sell
41,235
-1,055
-2% -$58.4K 0.04% 162
2024
Q1 		$2.43M Buy
42,290
+2,832
+7% +$152K 0.04% 149
2023
Q4 		$2.08M Buy
39,458
+919
+2% +$44.3K 0.04% 161
2023
Q3 		$1.82M Buy
38,539
+32,905
+584% +$1.63M 0.04% 158
2023
Q2 		$280K Buy
+5,634
New +$268K 0.01% 411

Other funds holding JHMM

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $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