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Hershey Financial Advisers’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Hershey Financial Advisers’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
2025
Q4 		– Sell
-21,574
Closed -$1.69M – 91
2025
Q3 		$1.69M Buy
+21,574
New +$1.63M 1.45% 26
2024
Q2 		$884K Buy
+13,593
New +$868K 0.79% 34

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hershey Financial Advisers's JHML Position: Q4 2025 in Review

Hershey Financial Advisers sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q4 2025, closing a stake of 21,574 shares — an estimated $1.69M sold.

Hershey Financial Advisers first reported a position in JHML in Q2 2024 and held it in 2 quarters. The position peaked at $1.69M in Q3 2025. 101 funds tracked by Wall St. Rank hold JHML as of Q4 2025.

  • Hershey Financial Advisers reported no remaining John Hancock Multifactor Large Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Hershey Financial Advisers sold 21,574 John Hancock Multifactor Large Cap ETF shares in Q4 2025, an estimated $1.69M.
  • Hershey Financial Advisers first reported a position in John Hancock Multifactor Large Cap ETF in Q2 2024 and held it in 2 quarters.
  • Hershey Financial Advisers's John Hancock Multifactor Large Cap ETF position peaked at $1.69M in Q3 2025.
  • 101 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q4 2025.

Based on Hershey Financial Advisers's 13F filing for Q4 2025, filed 18 Feb 2026.