MYIA
JHML icon

Mount Yale Investment Advisors’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$12.9M Buy
164,836
+104,661
+174% +$8.47M 0.3% 72
2025
Q4 		$4.8M Sell
60,175
-5,633
-9% -$446K 0.23% 94
2025
Q3 		$5.16M Buy
+65,808
New +$4.98M 0.36% 56

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 $571M AUM 21.17% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.66T AUM 25.57% 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

Mount Yale Investment Advisors's JHML Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its John Hancock Multifactor Large Cap ETF (JHML) stake by 174% in Q1 2026, buying an estimated $8.47M and bringing the position to 164,836 shares worth $12.9M. The position accounts for 0.3% of the portfolio, ranked #72.

Mount Yale Investment Advisors first reported a position in JHML in Q3 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold JHML as of Q1 2026.

  • Mount Yale Investment Advisors held 164,836 shares of John Hancock Multifactor Large Cap ETF worth $12.9M as of Q1 2026.
  • Mount Yale Investment Advisors bought 104,661 John Hancock Multifactor Large Cap ETF shares in Q1 2026, an estimated $8.47M.
  • John Hancock Multifactor Large Cap ETF made up 0.3% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #72 holding.
  • Mount Yale Investment Advisors first reported a position in John Hancock Multifactor Large Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.