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 Q2	$279K	Hold	3,134	–	–	0.14%	165
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 $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 22.9% 1-Year Est. Return

KAS

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

OneAscent Family Office's JHML Position: Q2 2026 in Review

OneAscent Family Office held its John Hancock Multifactor Large Cap ETF (JHML) position steady in Q2 2026 at 3,134 shares worth $279K. The position accounts for 0.14% of the portfolio, ranked #165.

OneAscent Family Office first reported a position in JHML in Q4 2024 and has held it in 7 quarters since. 108 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

OneAscent Family Office held 3,134 shares of John Hancock Multifactor Large Cap ETF worth $279K as of Q2 2026.
OneAscent Family Office left its John Hancock Multifactor Large Cap ETF share count unchanged in Q2 2026.
John Hancock Multifactor Large Cap ETF made up 0.14% of OneAscent Family Office's portfolio in Q2 2026, its #165 holding.
OneAscent Family Office first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2024 and has held it in 7 quarters since.
108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.