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Orion Portfolio Solutions’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Orion Portfolio Solutions’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
Q1 		$513K Sell
7,612
-95
-1% -$6.68K 0.01% 1412
2024
Q4 		$537K Sell
7,707
-942
-11% -$66.9K 0.01% 1316
2024
Q3 		$601K Sell
8,649
-3,786
-30% -$252K 0.01% 1271
2024
Q2 		$808K Sell
12,435
-6,547
-34% -$418K 0.01% 1073
2024
Q1 		$1.23M Sell
18,982
-11,336
-37% -$693K 0.01% 891
2023
Q4 		$1.78M Buy
30,318
+1,866
+7% +$103K 0.02% 694
2023
Q3 		$1.51M Sell
28,452
-28,470
-50% -$1.57M 0.02% 732
2023
Q2 		$3.12M Buy
56,922
+28,364
+99% +$1.49M 0.03% 470
2023
Q1 		$1.48M Buy
+28,558
New +$1.46M 0.02% 720
2022
Q3 		– Sell
-4,226
Closed -$201K – 738
2022
Q2 		$201K Buy
+4,226
New +$219K 0.01% 661
2022
Q1 		– Sell
-15,723
Closed -$935K – 724
2021
Q4 		$935K Sell
15,723
-440
-3% -$25.4K 0.03% 285
2021
Q3 		$879K Buy
16,163
+5,432
+51% +$303K 0.03% 275
2021
Q2 		$584K Buy
10,731
+944
+10% +$50.4K 0.02% 329
2021
Q1 		$498K Buy
9,787
+1,589
+19% +$78.1K 0.02% 323
2020
Q4 		$388K Buy
8,198
+1,438
+21% +$64.4K 0.02% 333
2020
Q3 		$282K Buy
6,760
+5,022
+289% +$206K 0.01% 352
2020
Q2 		$67K Hold
1,738
– – ﹤0.01% 642
2020
Q1 		$56K Buy
+1,738
New +$67.2K ﹤0.01% 564

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Orion Portfolio Solutions's JHML Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 1.2% in Q1 2025, selling an estimated $6.68K and leaving 7,612 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #1412.

Orion Portfolio Solutions first reported a position in JHML in Q1 2020 and has held it in 18 quarters since. The position peaked at $3.12M in Q2 2023. 98 funds tracked by Wall St. Rank hold JHML as of Q1 2025.

  • Orion Portfolio Solutions held 7,612 shares of John Hancock Multifactor Large Cap ETF worth $513K as of Q1 2025.
  • Orion Portfolio Solutions sold 95 John Hancock Multifactor Large Cap ETF shares in Q1 2025, an estimated $6.68K.
  • John Hancock Multifactor Large Cap ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1412 holding.
  • Orion Portfolio Solutions first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2020 and has held it in 18 quarters since.
  • Orion Portfolio Solutions's John Hancock Multifactor Large Cap ETF position peaked at $3.12M in Q2 2023.
  • 98 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.