Grimes & Company
JHML icon

Grimes & Company’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Grimes & Company’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
Q3 		$117M Sell
1,312,514
-202,705
-13% -$18.2M 2.74% 8
2026
Q2 		$135M Sell
1,515,219
-40,948
-3% -$3.52M 2.92% 9
2026
Q1 		$122M Sell
1,556,167
-26,960
-2% -$2.18M 3.37% 6
2025
Q4 		$126M Sell
1,583,127
-25,130
-2% -$1.99M 3.02% 9
2025
Q3 		$126M Sell
1,608,257
-27,994
-2% -$2.12M 3.11% 9
2025
Q2 		$120M Sell
1,636,251
-16,231
-1% -$1.11M 3.27% 9
2025
Q1 		$111M Sell
1,652,482
-34,009
-2% -$2.39M 3.44% 7
2024
Q4 		$117M Sell
1,686,491
-22,528
-1% -$1.6M 3.38% 7
2024
Q3 		$119M Buy
1,709,019
+16,179
+1% +$1.08M 3.21% 8
2024
Q2 		$110M Sell
1,692,840
-18,035
-1% -$1.15M 3.29% 7
2024
Q1 		$111M Buy
1,710,875
+9,320
+0.5% +$570K 3.41% 6
2023
Q4 		$100M Buy
1,701,555
+11,354
+0.7% +$624K 3.31% 7
2023
Q3 		$89.6M Buy
1,690,201
+30,843
+2% +$1.7M 3.47% 5
2023
Q2 		$91.1M Buy
1,659,358
+30,543
+2% +$1.6M 3.23% 7
2023
Q1 		$84.4M Buy
1,628,815
+3,109
+0.2% +$159K 3.46% 6
2022
Q4 		$80.1M Sell
1,625,706
-65,936
-4% -$3.25M 3.38% 4
2022
Q3 		$76.9M Buy
1,691,642
+1,090
+0.1% +$54.7K 4.01% 4
2022
Q2 		$80.6M Buy
1,690,552
+4,822
+0.3% +$250K 4.06% 4
2022
Q1 		$95.6M Buy
1,685,730
+11,238
+0.7% +$628K 4.99% 2
2021
Q4 		$100M Buy
1,674,492
+18,169
+1% +$1.05M 4.56% 4
2021
Q3 		$90.1M Buy
1,656,323
+15,145
+0.9% +$844K 3.92% 6
2021
Q2 		$89.3M Buy
1,641,178
+5,149
+0.3% +$275K 3.88% 6
2021
Q1 		$83.2M Buy
1,636,029
+38,878
+2% +$1.91M 4% 6
2020
Q4 		$75.7M Buy
1,597,151
+1,135,331
+246% +$50.9M 3.93% 6
2020
Q3 		$19.3M Buy
461,820
+66,846
+17% +$2.75M 1.23% 17
2020
Q2 		$15.2M Buy
394,974
+114,216
+41% +$4.17M 1.05% 22
2020
Q1 		$9.01M Buy
+280,758
New +$10.9M 0.82% 26

Other funds holding JHML

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Schneider Downs Wealth Management Advisors
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

Grimes & Company's JHML Position: Q3 2026 in Review

Grimes & Company reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 13% in Q3 2026, selling an estimated $18.2M and leaving 1,312,514 shares worth $117M. The position accounts for 2.74% of the portfolio, ranked #8.

Grimes & Company first reported a position in JHML in Q1 2020 and has held it in 27 quarters since. The position peaked at $135M in Q2 2026. 67 funds tracked by Wall St. Rank hold JHML as of Q3 2026.

  • Grimes & Company held 1,312,514 shares of John Hancock Multifactor Large Cap ETF worth $117M as of Q3 2026.
  • Grimes & Company sold 202,705 John Hancock Multifactor Large Cap ETF shares in Q3 2026, an estimated $18.2M.
  • John Hancock Multifactor Large Cap ETF made up 2.74% of Grimes & Company's portfolio in Q3 2026, its #8 holding.
  • Grimes & Company first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • Grimes & Company's John Hancock Multifactor Large Cap ETF position peaked at $135M in Q2 2026.
  • 67 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.