Capital Investment Advisory Services’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Capital Investment Advisory Services’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 Q1	$4.94M	Buy	63,093 +101	+0.2%	+$8.17K	0.36%	61
2025 Q4	$5.03M	Buy	62,992 +718	+1%	+$56.9K	0.36%	67
2025 Q3	$4.88M	Buy	62,274 +174	+0.3%	+$13.2K	0.39%	62
2025 Q2	$4.56M	Buy	62,100 +196	+0.3%	+$13.4K	0.37%	64
2025 Q1	$4.17M	Buy	61,904 +62	+0.1%	+$4.36K	0.37%	63
2024 Q4	$4.31M	Buy	61,842 +3,020	+5%	+$215K	0.41%	59
2024 Q3	$4.08M	Buy	58,822 +3,620	+7%	+$241K	0.39%	66
2024 Q2	$3.59M	Buy	55,202 +224	+0.4%	+$14.3K	0.37%	64
2024 Q1	$3.56M	Buy	54,978 +99	+0.2%	+$6.05K	0.38%	60
2023 Q4	$3.23M	Buy	54,879 +20	+0%	+$1.1K	0.3%	63
2023 Q3	$2.91M	Buy	54,859 +389	+0.7%	+$21.4K	0.28%	64
2023 Q2	$2.99M	Buy	54,470 +607	+1%	+$31.8K	0.3%	63
2023 Q1	$2.79M	Buy	53,863 +7	+0%	+$358	0.33%	63
2022 Q4	$2.65M	Buy	53,856 +2,429	+5%	+$120K	0.31%	67
2022 Q3	$2.34M	Buy	51,427 +3,735	+8%	+$187K	0.3%	64
2022 Q2	$2.27M	Buy	47,692 +4,204	+10%	+$218K	0.28%	75
2022 Q1	$2.47M	Buy	43,488 +182	+0.4%	+$10.2K	0.27%	75
2021 Q4	$2.58M	Buy	+43,306	New	+$2.5M	0.31%	71

Other funds holding JHML

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Capital Investment Advisory Services's JHML Position: Q1 2026 in Review

Capital Investment Advisory Services increased its John Hancock Multifactor Large Cap ETF (JHML) stake by 0.16% in Q1 2026, buying an estimated $8.17K and bringing the position to 63,093 shares worth $4.94M. The position accounts for 0.36% of the portfolio, ranked #61.

Capital Investment Advisory Services first reported a position in JHML in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.03M in Q4 2025. 108 funds tracked by Wall St. Rank hold JHML as of Q1 2026.

Capital Investment Advisory Services held 63,093 shares of John Hancock Multifactor Large Cap ETF worth $4.94M as of Q1 2026.
Capital Investment Advisory Services bought 101 John Hancock Multifactor Large Cap ETF shares in Q1 2026, an estimated $8.17K.
John Hancock Multifactor Large Cap ETF made up 0.36% of Capital Investment Advisory Services's portfolio in Q1 2026, its #61 holding.
Capital Investment Advisory Services first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2021 and has held it in 18 quarters since.
Capital Investment Advisory Services's John Hancock Multifactor Large Cap ETF position peaked at $5.03M in Q4 2025.
108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.