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Williams & Novak’s John Hancock Multifactor Mid Cap ETF JHMM Stock Holding History

Williams & Novak’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
-4,868
Closed -$293K – 134
2024
Q3 		$293K Buy
4,868
+549
+13% +$31.4K 0.27% 86
2024
Q2 		$238K Buy
+4,319
New +$239K 0.22% 93

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

Williams & Novak's JHMM Position: Q4 2024 in Review

Williams & Novak sold out of John Hancock Multifactor Mid Cap ETF (JHMM) in Q4 2024, closing a stake of 4,868 shares — an estimated $293K sold.

Williams & Novak first reported a position in JHMM in Q2 2024 and held it in 2 quarters. The position peaked at $293K in Q3 2024. 248 funds tracked by Wall St. Rank hold JHMM as of Q4 2024.

  • Williams & Novak reported no remaining John Hancock Multifactor Mid Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Williams & Novak sold 4,868 John Hancock Multifactor Mid Cap ETF shares in Q4 2024, an estimated $293K.
  • Williams & Novak first reported a position in John Hancock Multifactor Mid Cap ETF in Q2 2024 and held it in 2 quarters.
  • Williams & Novak's John Hancock Multifactor Mid Cap ETF position peaked at $293K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held John Hancock Multifactor Mid Cap ETF as of Q4 2024.

Based on Williams & Novak's 13F filing for Q4 2024, filed 23 Jan 2025.