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

Perennial 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
Q2 		$885K Sell
9,925
-328
-3% -$28.2K 0.06% 234
2026
Q1 		$802K Sell
10,253
-487
-5% -$39.4K 0.06% 221
2025
Q4 		$858K Sell
10,740
-920
-8% -$72.9K 0.07% 203
2025
Q3 		$914K Sell
11,660
-1,675
-13% -$127K 0.08% 192
2025
Q2 		$978K Sell
13,335
-1,122
-8% -$76.8K 0.09% 180
2025
Q1 		$975K Sell
14,457
-428
-3% -$30.1K 0.11% 164
2024
Q4 		$1.04M Sell
14,885
-169
-1% -$12K 0.12% 144
2024
Q3 		$1.05M Sell
15,054
-2,917
-16% -$194K 0.14% 130
2024
Q2 		$1.17M Sell
17,971
-628
-3% -$40.1K 0.17% 109
2024
Q1 		$1.2M Sell
18,599
-1,302
-7% -$79.6K 0.18% 95
2023
Q4 		$1.17M Buy
19,901
+40
+0.2% +$2.2K 0.19% 95
2023
Q3 		$1.05M Sell
19,861
-303
-2% -$16.7K 0.19% 97
2023
Q2 		$1.11M Sell
20,164
-5,194
-20% -$272K 0.19% 100
2023
Q1 		$1.31M Buy
+25,358
New +$1.3M 0.24% 88

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $1.89T AUM 35.08% 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

Perennial Investment Advisors's JHML Position: Q2 2026 in Review

Perennial Investment Advisors reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 3.2% in Q2 2026, selling an estimated $28.2K and leaving 9,925 shares worth $885K. The position accounts for 0.06% of the portfolio, ranked #234.

Perennial Investment Advisors first reported a position in JHML in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.31M in Q1 2023. 109 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

  • Perennial Investment Advisors held 9,925 shares of John Hancock Multifactor Large Cap ETF worth $885K as of Q2 2026.
  • Perennial Investment Advisors sold 328 John Hancock Multifactor Large Cap ETF shares in Q2 2026, an estimated $28.2K.
  • John Hancock Multifactor Large Cap ETF made up 0.06% of Perennial Investment Advisors's portfolio in Q2 2026, its #234 holding.
  • Perennial Investment Advisors first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Perennial Investment Advisors's John Hancock Multifactor Large Cap ETF position peaked at $1.31M in Q1 2023.
  • 109 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.