OneAscent Family Office’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

OneAscent Family Office’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	$245K	Hold	3,134	–	–	0.17%	146
2025 Q4	$250K	Hold	3,134	–	–	0.17%	134
2025 Q3	$246K	Hold	3,134	–	–	0.2%	126
2025 Q2	$230K	Hold	3,134	–	–	0.22%	115
2025 Q1	$211K	Hold	3,134	–	–	0.2%	115
2024 Q4	$218K	Buy	+3,134	New	+$223K	0.4%	69

Other funds holding JHML

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

OneAscent Family Office's JHML Position: Q1 2026 in Review

OneAscent Family Office held its John Hancock Multifactor Large Cap ETF (JHML) position steady in Q1 2026 at 3,134 shares worth $245K. The position accounts for 0.17% of the portfolio, ranked #146.

OneAscent Family Office first reported a position in JHML in Q4 2024 and has held it in 6 quarters since. The position peaked at $250K in Q4 2025. 108 funds tracked by Wall St. Rank hold JHML as of Q1 2026.

OneAscent Family Office held 3,134 shares of John Hancock Multifactor Large Cap ETF worth $245K as of Q1 2026.
OneAscent Family Office left its John Hancock Multifactor Large Cap ETF share count unchanged in Q1 2026.
John Hancock Multifactor Large Cap ETF made up 0.17% of OneAscent Family Office's portfolio in Q1 2026, its #146 holding.
OneAscent Family Office first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2024 and has held it in 6 quarters since.
OneAscent Family Office's John Hancock Multifactor Large Cap ETF position peaked at $250K in Q4 2025.
108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.