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

OneAscent 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
2026 Q1	$312K	Hold	3,987	–	–	0.1%	110
2025 Q4	$318K	Hold	3,987	–	–	0.11%	106
2025 Q3	$312K	Sell	3,987 -510	-11%	-$38.6K	0.11%	120
2025 Q2	$330K	Sell	4,497 -95	-2%	-$6.5K	0.12%	101
2025 Q1	$310K	Sell	4,592 -688	-13%	-$48.4K	0.13%	97
2024 Q4	$368K	Hold	5,280	–	–	0.15%	82
2024 Q3	$367K	Sell	5,280 -1	-0%	-$67	0.14%	104
2024 Q2	$343K	Sell	5,281 -990	-16%	-$63.2K	0.18%	55
2024 Q1	$406K	Sell	6,271 -278	-4%	-$17K	0.16%	93
2023 Q4	$385K	Sell	6,549 -4,003	-38%	-$220K	0.15%	88
2023 Q3	$559K	Sell	10,552 -4,646	-31%	-$256K	0.25%	51
2023 Q2	$834K	Sell	15,198 -3,420	-18%	-$179K	0.39%	20
2023 Q1	$964K	Sell	18,618 -4,482	-19%	-$229K	0.38%	32
2022 Q4	$1.14M	Sell	23,100 -2,931	-11%	-$145K	0.53%	17
2022 Q3	$1.18M	Sell	26,031 -5,274	-17%	-$264K	0.62%	14
2022 Q2	$1.49M	Sell	31,305 -3,129	-9%	-$162K	0.76%	12
2022 Q1	$1.95M	Buy	+34,434	New	+$1.92M	0.97%	13
2021 Q4	–	Sell	-24,717	Closed	-$1.34M	–	103
2021 Q3	$1.34M	Buy	+24,717	New	+$1.38M	1.53%	5

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 $377B AUM 19.32% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

OneAscent Wealth Management's JHML Position: Q1 2026 in Review

OneAscent Wealth Management held its John Hancock Multifactor Large Cap ETF (JHML) position steady in Q1 2026 at 3,987 shares worth $312K. The position accounts for 0.1% of the portfolio, ranked #110.

OneAscent Wealth Management first reported a position in JHML in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.95M in Q1 2022. 108 funds tracked by Wall St. Rank hold JHML as of Q1 2026.

OneAscent Wealth Management held 3,987 shares of John Hancock Multifactor Large Cap ETF worth $312K as of Q1 2026.
OneAscent Wealth Management left its John Hancock Multifactor Large Cap ETF share count unchanged in Q1 2026.
John Hancock Multifactor Large Cap ETF made up 0.1% of OneAscent Wealth Management's portfolio in Q1 2026, its #110 holding.
OneAscent Wealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q3 2021 and has held it in 18 quarters since.
OneAscent Wealth Management's John Hancock Multifactor Large Cap ETF position peaked at $1.95M in Q1 2022.
108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2026.

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