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Amplius Wealth Advisors’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Amplius Wealth Advisors’s Portfolio JHML Stock Details JHML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Hold
11,750
– – 0.08% 76
2026
Q1 		$920K Sell
11,750
-618
-5% -$50K 0.08% 74
2025
Q4 		$988K Hold
12,368
– – 0.08% 69
2025
Q3 		$969K Sell
12,368
-9,655
-44% -$731K 0.08% 70
2025
Q2 		$1.62M Buy
22,023
+1
+0% +$68 0.15% 64
2025
Q1 		$1.48M Hold
22,022
– – 0.15% 61
2024
Q4 		$1.53M Buy
22,022
+1
+0% +$71 0.16% 61
2024
Q3 		$1.53M Hold
22,021
– – 0.17% 60
2024
Q2 		$1.43M Sell
22,021
-723
-3% -$46.2K 0.16% 63
2024
Q1 		$1.47M Sell
22,744
-364
-2% -$22.3K 0.17% 60
2023
Q4 		$1.36M Sell
23,108
-1,068
-4% -$58.7K 0.16% 57
2023
Q3 		$1.28M Sell
24,176
-2,156
-8% -$119K 0.17% 58
2023
Q2 		$1.45M Sell
26,332
-1,043
-4% -$54.7K 0.19% 56
2023
Q1 		$1.42M Sell
27,375
-538
-2% -$27.5K 0.2% 58
2022
Q4 		$1.37M Sell
27,913
-2,324
-8% -$115K 0.22% 54
2022
Q3 		$1.37M Sell
30,237
-8
-0% -$401 0.25% 51
2022
Q2 		$1.44M Sell
30,245
-3,544
-10% -$184K 0.23% 53
2022
Q1 		$1.92M Hold
33,789
– – 0.29% 41
2021
Q4 		$2.01M Buy
+33,789
New +$1.95M 0.28% 44

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $231M AUM 22.2% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Amplius Wealth Advisors's JHML Position: Q2 2026 in Review

Amplius Wealth Advisors held its John Hancock Multifactor Large Cap ETF (JHML) position steady in Q2 2026 at 11,750 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #76.

Amplius Wealth Advisors first reported a position in JHML in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.01M in Q4 2021. 30 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

  • Amplius Wealth Advisors held 11,750 shares of John Hancock Multifactor Large Cap ETF worth $1.05M as of Q2 2026.
  • Amplius Wealth Advisors left its John Hancock Multifactor Large Cap ETF share count unchanged in Q2 2026.
  • John Hancock Multifactor Large Cap ETF made up 0.08% of Amplius Wealth Advisors's portfolio in Q2 2026, its #76 holding.
  • Amplius Wealth Advisors first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's John Hancock Multifactor Large Cap ETF position peaked at $2.01M in Q4 2021.
  • 30 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.