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

Waterloo 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
2026
Q2 		$1.52M Buy
20,214
+2,202
+12% +$159K 0.09% 195
2026
Q1 		$1.21M Hold
18,012
– – 0.08% 196
2025
Q4 		$1.18M Sell
18,012
-11
-0.1% -$715 0.08% 188
2025
Q3 		$1.17M Sell
18,023
-44
-0.2% -$2.78K 0.09% 174
2025
Q2 		$1.1M Sell
18,067
-5,855
-24% -$338K 0.09% 173
2025
Q1 		$1.37M Sell
23,922
-669
-3% -$40.2K 0.13% 151
2024
Q4 		$1.47M Sell
24,591
-648
-3% -$40K 0.15% 141
2024
Q3 		$1.52M Sell
25,239
-1,308
-5% -$74.8K 0.17% 134
2024
Q2 		$1.46M Sell
26,547
-4,906
-16% -$272K 0.18% 125
2024
Q1 		$1.8M Sell
31,453
-3,690
-10% -$198K 0.23% 99
2023
Q4 		$1.85M Buy
+35,143
New +$1.7M 0.3% 86

Other funds holding JHMM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Waterloo Capital's JHMM Position: Q2 2026 in Review

Waterloo Capital increased its John Hancock Multifactor Mid Cap ETF (JHMM) stake by 12% in Q2 2026, buying an estimated $159K and bringing the position to 20,214 shares worth $1.52M. The position accounts for 0.09% of the portfolio, ranked #195.

Waterloo Capital first reported a position in JHMM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.85M in Q4 2023. 296 funds tracked by Wall St. Rank hold JHMM as of Q2 2026.

  • Waterloo Capital held 20,214 shares of John Hancock Multifactor Mid Cap ETF worth $1.52M as of Q2 2026.
  • Waterloo Capital bought 2,202 John Hancock Multifactor Mid Cap ETF shares in Q2 2026, an estimated $159K.
  • John Hancock Multifactor Mid Cap ETF made up 0.09% of Waterloo Capital's portfolio in Q2 2026, its #195 holding.
  • Waterloo Capital first reported a position in John Hancock Multifactor Mid Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Waterloo Capital's John Hancock Multifactor Mid Cap ETF position peaked at $1.85M in Q4 2023.
  • 296 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.