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Atria Investments’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Atria Investments’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
2025
Q3 		– Sell
-11,714
Closed -$859K – 2096
2025
Q2 		$859K Sell
11,714
-14,705
-56% -$1.01M 0.01% 1121
2025
Q1 		$1.78M Sell
26,419
-1,105
-4% -$77.7K 0.02% 751
2024
Q4 		$1.92M Sell
27,524
-643
-2% -$45.7K 0.02% 694
2024
Q3 		$1.96M Sell
28,167
-866
-3% -$57.6K 0.02% 679
2024
Q2 		$1.89M Sell
29,033
-3,379
-10% -$216K 0.02% 668
2024
Q1 		$2.1M Buy
32,412
+4,354
+16% +$266K 0.03% 630
2023
Q4 		$1.65M Buy
28,058
+6,441
+30% +$354K 0.03% 669
2023
Q3 		$1.15M Buy
21,617
+692
+3% +$38.1K 0.02% 784
2023
Q2 		$1.15M Sell
20,925
-3,511
-14% -$184K 0.02% 775
2023
Q1 		$1.27M Buy
24,436
+1,161
+5% +$59.3K 0.02% 716
2022
Q4 		$1.15M Buy
23,275
+443
+2% +$21.9K 0.02% 712
2022
Q3 		$1.04M Sell
22,832
-42
-0.2% -$2.11K 0.02% 710
2022
Q2 		$1.09M Buy
22,874
+134
+0.6% +$6.95K 0.02% 722
2022
Q1 		$1.29M Sell
22,740
-100
-0.4% -$5.59K 0.02% 740
2021
Q4 		$1.36M Buy
22,840
+1,640
+8% +$94.8K 0.02% 713
2021
Q3 		$1.15M Buy
21,200
+170
+0.8% +$9.48K 0.02% 729
2021
Q2 		$1.15M Buy
21,030
+968
+5% +$51.7K 0.02% 711
2021
Q1 		$1.02M Sell
20,062
-4,202
-17% -$207K 0.02% 696
2020
Q4 		$1.15M Sell
24,264
-862
-3% -$38.6K 0.03% 624
2020
Q3 		$1.05M Buy
+25,126
New +$1.03M 0.03% 554
2020
Q2 		– Sell
-34,842
Closed -$1.12M – 668
2020
Q1 		$1.12M Buy
34,842
+16,393
+89% +$634K 0.09% 213
2019
Q4 		$760K Buy
+18,449
New +$733K 0.02% 631

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Atria Investments's JHML Position: Q3 2025 in Review

Atria Investments sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2025, closing a stake of 11,714 shares — an estimated $859K sold.

Atria Investments first reported a position in JHML in Q4 2019 and held it in 22 quarters. The position peaked at $2.1M in Q1 2024. 105 funds tracked by Wall St. Rank hold JHML as of Q3 2025.

  • Atria Investments reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 11,714 John Hancock Multifactor Large Cap ETF shares in Q3 2025, an estimated $859K.
  • Atria Investments first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2019 and held it in 22 quarters.
  • Atria Investments's John Hancock Multifactor Large Cap ETF position peaked at $2.1M in Q1 2024.
  • 105 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.