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

IAM Advisory’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 Q2	$14.3M	Sell	160,632 -897	-0.6%	-$77.2K	2.79%	10
2026 Q1	$12.6M	Sell	161,529 -922	-0.6%	-$74.6K	2.83%	9
2025 Q4	$13M	Sell	162,451 -162,502	-50%	-$12.9M	2.88%	9
2025 Q3	$25.5M	Sell	324,953 -285	-0.1%	-$21.6K	5.73%	5
2025 Q2	$23.9M	Buy	325,238 +755	+0.2%	+$51.7K	5.73%	5
2025 Q1	$21.9M	Sell	324,483 -8,709	-3%	-$612K	5.68%	4
2024 Q4	$23.2M	Sell	333,192 -2,942	-0.9%	-$209K	5.88%	4
2024 Q3	$23.3M	Sell	336,134 -1,744	-0.5%	-$116K	5.9%	4
2024 Q2	$22M	Sell	337,878 -1,703	-0.5%	-$109K	5.95%	4
2024 Q1	$22M	Sell	339,581 -6,219	-2%	-$380K	6.02%	4
2023 Q4	$20.3M	Sell	345,800 -2,977	-0.9%	-$164K	6.39%	2
2023 Q3	$18.5M	Sell	348,777 -11,442	-3%	-$630K	6.46%	2
2023 Q2	$19.8M	Sell	360,219 -2,309	-0.6%	-$121K	6.74%	3
2023 Q1	$18.8M	Sell	362,528 -7,235	-2%	-$370K	6.49%	3
2022 Q4	$18.2M	Sell	369,763 -10,278	-3%	-$507K	6.69%	4
2022 Q3	$17.3M	Sell	380,041 -1,272	-0.3%	-$63.8K	7.3%	3
2022 Q2	$18.2M	Buy	381,313 +6,752	+2%	+$350K	7.47%	3
2022 Q1	$21.2M	Sell	374,561 -2,718	-0.7%	-$152K	8.63%	3
2021 Q4	$22M	Buy	377,279 +543	+0.1%	+$31.4K	8.69%	2
2021 Q3	$20.8M	Buy	+376,736	New	+$21M	8.82%	2
2021 Q2	–	Sell	-390,024	Closed	-$20.9M	–	69
2021 Q1	$20.9M	Buy	390,024 +625	+0.2%	+$30.7K	9.11%	2
2020 Q4	$18.8M	Buy	+389,399	New	+$17.4M	9.45%	2

Other funds holding JHML

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IAM Advisory's JHML Position: Q2 2026 in Review

IAM Advisory reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 0.56% in Q2 2026, selling an estimated $77.2K and leaving 160,632 shares worth $14.3M. The position accounts for 2.79% of the portfolio, ranked #10.

IAM Advisory first reported a position in JHML in Q4 2020 and has held it in 22 quarters since. The position peaked at $25.5M in Q3 2025. 109 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

IAM Advisory held 160,632 shares of John Hancock Multifactor Large Cap ETF worth $14.3M as of Q2 2026.
IAM Advisory sold 897 John Hancock Multifactor Large Cap ETF shares in Q2 2026, an estimated $77.2K.
John Hancock Multifactor Large Cap ETF made up 2.79% of IAM Advisory's portfolio in Q2 2026, its #10 holding.
IAM Advisory first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2020 and has held it in 22 quarters since.
IAM Advisory's John Hancock Multifactor Large Cap ETF position peaked at $25.5M in Q3 2025.
109 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.