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Institute for Wealth Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Institute for Wealth Management’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
-14,897
Closed -$1.17M – 567
2025
Q3 		$1.17M Hold
14,897
– – 0.12% 171
2025
Q2 		$1.09M Buy
14,897
+110
+0.7% +$7.53K 0.12% 178
2025
Q1 		$997K Buy
14,787
+49
+0.3% +$3.45K 0.13% 183
2024
Q4 		$1.03M Buy
14,738
+49
+0.3% +$3.48K 0.13% 170
2024
Q3 		$1.02M Buy
14,689
+94
+0.6% +$6.26K 0.13% 171
2024
Q2 		$949K Sell
14,595
-980
-6% -$62.6K 0.13% 172
2024
Q1 		$1.01M Sell
15,575
-192
-1% -$11.7K 0.13% 170
2023
Q4 		$927K Buy
15,767
+5
+0% +$275 0.15% 163
2023
Q3 		$836K Buy
15,762
+363
+2% +$20K 0.15% 166
2023
Q2 		$845K Buy
15,399
+1,084
+8% +$56.9K 0.14% 174
2023
Q1 		$741K Buy
14,315
+1,322
+10% +$67.6K 0.14% 187
2022
Q4 		$640K Buy
+12,993
New +$641K 0.13% 210

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

Institute for Wealth Management's JHML Position: Q4 2025 in Review

Institute for Wealth Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q4 2025, closing a stake of 14,897 shares — an estimated $1.17M sold.

Institute for Wealth Management first reported a position in JHML in Q4 2022 and held it in 12 quarters. The position peaked at $1.17M in Q3 2025. 101 funds tracked by Wall St. Rank hold JHML as of Q4 2025.

  • Institute for Wealth Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 14,897 John Hancock Multifactor Large Cap ETF shares in Q4 2025, an estimated $1.17M.
  • Institute for Wealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2022 and held it in 12 quarters.
  • Institute for Wealth Management's John Hancock Multifactor Large Cap ETF position peaked at $1.17M in Q3 2025.
  • 101 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q4 2025.

Based on Institute for Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.