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Foundry Financial Group’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Foundry Financial Group’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 		$1.5M Sell
19,219
-10,588
-36% -$857K 0.75% 28
2025
Q4 		$2.38M Sell
29,807
-10,669
-26% -$845K 1.19% 22
2025
Q3 		$3.17M Sell
40,476
-101,733
-72% -$7.7M 1.67% 19
2025
Q2 		$10.4M Buy
142,209
+792
+0.6% +$54.2K 5.94% 5
2025
Q1 		$9.53M Buy
141,417
+829
+0.6% +$58.3K 5.87% 4
2024
Q4 		$9.79M Sell
140,588
-1,009
-0.7% -$71.7K 6.06% 3
2024
Q3 		$9.83M Buy
141,597
+183
+0.1% +$12.2K 6.14% 3
2024
Q2 		$9.19M Buy
141,414
+2,372
+2% +$151K 6.33% 3
2024
Q1 		$9M Buy
139,042
+11,913
+9% +$728K 6.43% 3
2023
Q4 		$7.48M Buy
+127,129
New +$6.99M 6.34% 2

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
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Envestnet Asset Management
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

Foundry Financial Group's JHML Position: Q1 2026 in Review

Foundry Financial Group reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 36% in Q1 2026, selling an estimated $857K and leaving 19,219 shares worth $1.5M. The position accounts for 0.75% of the portfolio, ranked #28.

Foundry Financial Group first reported a position in JHML in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.4M in Q2 2025. 108 funds tracked by Wall St. Rank hold JHML as of Q1 2026.

  • Foundry Financial Group held 19,219 shares of John Hancock Multifactor Large Cap ETF worth $1.5M as of Q1 2026.
  • Foundry Financial Group sold 10,588 John Hancock Multifactor Large Cap ETF shares in Q1 2026, an estimated $857K.
  • John Hancock Multifactor Large Cap ETF made up 0.75% of Foundry Financial Group's portfolio in Q1 2026, its #28 holding.
  • Foundry Financial Group first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Foundry Financial Group's John Hancock Multifactor Large Cap ETF position peaked at $10.4M in Q2 2025.
  • 108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.