Bellevue Asset Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Bellevue Asset Management’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	$52.9K	Hold	593	–	–	0.02%	163
2026 Q1	$46.4K	Hold	593	–	–	0.02%	170
2025 Q4	$47.4K	Hold	593	–	–	0.02%	162
2025 Q3	$46.5K	Sell	593 -322	-35%	-$24.4K	0.02%	166
2025 Q2	$67.1K	Sell	915 -68	-7%	-$4.66K	0.03%	131
2025 Q1	$66.3K	Hold	983	–	–	0.04%	128
2024 Q4	$68.5K	Hold	983	–	–	0.04%	125
2024 Q3	$68.3K	Hold	983	–	–	0.04%	130
2024 Q2	$63.9K	Hold	983	–	–	0.04%	125
2024 Q1	$63.7K	Hold	983	–	–	0.04%	125
2023 Q4	$57.8K	Hold	983	–	–	0.05%	133
2023 Q3	$52.1K	Hold	983	–	–	0.04%	134
2023 Q2	$54K	Hold	983	–	–	0.03%	138
2023 Q1	$50.9K	Hold	983	–	–	0.03%	144
2022 Q4	$48K	Hold	983	–	–	0.04%	152
2022 Q3	$46K	Hold	983	–	–	0.04%	159
2022 Q2	$47K	Hold	983	–	–	0.03%	162
2022 Q1	$56K	Hold	983	–	–	0.03%	160
2021 Q4	$58K	Sell	983 -67	-6%	-$3.87K	0.03%	162
2021 Q3	$58K	Hold	1,050	–	–	0.04%	165
2021 Q2	$57K	Hold	1,050	–	–	0.03%	164
2021 Q1	$53K	Hold	1,050	–	–	0.03%	167
2020 Q4	$51K	Hold	1,050	–	–	0.03%	168
2020 Q3	$44K	Hold	1,050	–	–	0.03%	169
2020 Q2	$40K	Sell	1,050 -298	-22%	-$10.9K	0.04%	181
2020 Q1	$48K	Hold	1,348	–	–	0.05%	168
2019 Q4	$56K	Buy	+1,348	New	+$53.6K	0.04%	141

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bellevue Asset Management's JHML Position: Q2 2026 in Review

Bellevue Asset Management held its John Hancock Multifactor Large Cap ETF (JHML) position steady in Q2 2026 at 593 shares worth $52.9K. The position accounts for 0.02% of the portfolio, ranked #163.

Bellevue Asset Management first reported a position in JHML in Q4 2019 and has held it in 27 quarters since. The position peaked at $68.5K in Q4 2024. 109 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

Bellevue Asset Management held 593 shares of John Hancock Multifactor Large Cap ETF worth $52.9K as of Q2 2026.
Bellevue Asset Management left its John Hancock Multifactor Large Cap ETF share count unchanged in Q2 2026.
John Hancock Multifactor Large Cap ETF made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #163 holding.
Bellevue Asset Management first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's John Hancock Multifactor Large Cap ETF position peaked at $68.5K in Q4 2024.
109 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.