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Independent Advisor Alliance’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Independent Advisor Alliance’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 		– Sell
-4,671
Closed -$366K – 1392
2026
Q1 		$366K Buy
+4,671
New +$378K ﹤0.01% 1244
2025
Q1 		– Sell
-4,585
Closed -$319K – 1121
2024
Q4 		$319K Buy
+4,585
New +$326K ﹤0.01% 1117

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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

Independent Advisor Alliance's JHML Position: Q2 2026 in Review

Independent Advisor Alliance sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q2 2026, closing a stake of 4,671 shares — an estimated $366K sold.

Independent Advisor Alliance first reported a position in JHML in Q4 2024 and held it in 2 quarters. The position peaked at $366K in Q1 2026. 109 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

  • Independent Advisor Alliance reported no remaining John Hancock Multifactor Large Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,671 John Hancock Multifactor Large Cap ETF shares in Q2 2026, an estimated $366K.
  • Independent Advisor Alliance first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's John Hancock Multifactor Large Cap ETF position peaked at $366K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.