Columbia Advisory Partners’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Columbia Advisory Partners’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	$621K	Sell	7,933 -742	-9%	-$60.1K	0.4%	43
2025 Q4	$693K	Sell	8,675 -1,458	-14%	-$116K	0.47%	38
2025 Q3	$794K	Sell	10,133 -501	-5%	-$37.9K	0.55%	35
2025 Q2	$780K	Sell	10,634 -667	-6%	-$45.7K	0.59%	31
2025 Q1	$762K	Sell	11,301 -128	-1%	-$9K	0.66%	29
2024 Q4	$796K	Buy	11,429 +162	+1%	+$11.5K	0.74%	30
2024 Q3	$782K	Sell	11,267 -1,220	-10%	-$81.2K	0.74%	24
2024 Q2	$812K	Sell	12,487 -13,612	-52%	-$869K	0.79%	24
2024 Q1	$1.69M	Sell	26,099 -1,131	-4%	-$69.2K	1.71%	11
2023 Q4	$1.6M	Sell	27,230 -7,136	-21%	-$392K	1.65%	11
2023 Q3	$1.82M	Sell	34,366 -3,345	-9%	-$184K	1.99%	10
2023 Q2	$2.07M	Sell	37,711 -21,115	-36%	-$1.11M	2.21%	7
2023 Q1	$3.05M	Sell	58,826 -195,045	-77%	-$9.97M	2.87%	11
2022 Q4	$12.5M	Buy	253,871 +26,803	+12%	+$1.32M	11.91%	3
2022 Q3	$10.3M	Sell	227,068 -1,969	-0.9%	-$98.7K	12.58%	4
2022 Q2	$10.9M	Sell	229,037 -3,428	-1%	-$178K	12.5%	4
2022 Q1	$13.2M	Buy	232,465 +35	+0%	+$1.96K	13.23%	3
2021 Q4	$13.8M	Buy	+232,430	New	+$13.4M	13.78%	3

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

Columbia Advisory Partners's JHML Position: Q1 2026 in Review

Columbia Advisory Partners reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 8.6% in Q1 2026, selling an estimated $60.1K and leaving 7,933 shares worth $621K. The position accounts for 0.4% of the portfolio, ranked #43.

Columbia Advisory Partners first reported a position in JHML in Q4 2021 and has held it in 18 quarters since. The position peaked at $13.8M in Q4 2021. 108 funds tracked by Wall St. Rank hold JHML as of Q1 2026.

Columbia Advisory Partners held 7,933 shares of John Hancock Multifactor Large Cap ETF worth $621K as of Q1 2026.
Columbia Advisory Partners sold 742 John Hancock Multifactor Large Cap ETF shares in Q1 2026, an estimated $60.1K.
John Hancock Multifactor Large Cap ETF made up 0.4% of Columbia Advisory Partners's portfolio in Q1 2026, its #43 holding.
Columbia Advisory Partners first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2021 and has held it in 18 quarters since.
Columbia Advisory Partners's John Hancock Multifactor Large Cap ETF position peaked at $13.8M in Q4 2021.
108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2026.

Based on Columbia Advisory Partners's 13F filing for Q1 2026, filed 23 Apr 2026.