Rockefeller Capital Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Rockefeller Capital 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	$2.6M	Sell	33,230 -3,431	-9%	-$278K	﹤0.01%	1189
2025 Q4	$2.93M	Buy	36,661 +3,498	+11%	+$277K	0.01%	1086
2025 Q3	$2.6M	Sell	33,163 -1,682	-5%	-$127K	0.01%	1055
2025 Q2	$2.56M	Sell	34,845 -2,808	-7%	-$192K	0.01%	1023
2025 Q1	$2.54M	Sell	37,653 -587	-2%	-$41.3K	0.01%	944
2024 Q4	$2.66M	Buy	38,240 +4	+0%	+$284	0.01%	911
2024 Q3	$2.66M	Sell	38,236 -1,890	-5%	-$126K	0.01%	897
2024 Q2	$2.61M	Sell	40,126 -323	-0.8%	-$20.6K	0.01%	886
2024 Q1	$2.62M	Sell	40,449 -881	-2%	-$53.9K	0.01%	898
2023 Q4	$2.43M	Sell	41,330 -743	-2%	-$40.8K	0.01%	849
2023 Q3	$2.23M	Buy	42,073 +2,190	+5%	+$121K	0.01%	804
2023 Q2	$2.19M	Buy	39,883 +554	+1%	+$29.1K	0.01%	818
2023 Q1	$2.04M	Sell	39,329 -628	-2%	-$32.1K	0.01%	809
2022 Q4	$1.97M	Buy	39,957 +3,050	+8%	+$150K	0.01%	751
2022 Q3	$1.68M	Buy	36,907 +183	+0.5%	+$9.18K	0.01%	821
2022 Q2	$1.75M	Sell	36,724 -201	-0.5%	-$10.4K	0.01%	811
2022 Q1	$2.09M	Buy	36,925 +1,987	+6%	+$111K	0.01%	787
2021 Q4	$2.08M	Sell	34,938 -356	-1%	-$20.6K	0.01%	780
2021 Q3	$1.92M	Buy	35,294 +2,164	+7%	+$121K	0.01%	766
2021 Q2	$1.8M	Sell	33,130 -389	-1%	-$20.8K	0.01%	746
2021 Q1	$1.71M	Buy	33,519 +2,163	+7%	+$106K	0.01%	629
2020 Q4	$1.49M	Buy	31,356 +1,346	+4%	+$60.3K	0.01%	590
2020 Q3	$1.25M	Buy	30,010 +5,852	+24%	+$240K	0.01%	541
2020 Q2	$927K	Buy	24,158 +3,638	+18%	+$133K	0.01%	559
2020 Q1	$658K	Buy	20,520 +4,844	+31%	+$187K	0.01%	554
2019 Q4	$646K	Sell	15,676 -1,421	-8%	-$56.5K	0.01%	531
2019 Q3	$657K	Buy	17,097 +10,313	+152%	+$392K	0.01%	453
2019 Q2	$256K	Sell	6,784 -6,093	-47%	-$227K	﹤0.01%	538
2019 Q1	$469K	Buy	+12,877	New	+$451K	0.01%	484

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

Rockefeller Capital Management's JHML Position: Q1 2026 in Review

Rockefeller Capital Management reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 9.4% in Q1 2026, selling an estimated $278K and leaving 33,230 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

Rockefeller Capital Management first reported a position in JHML in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.93M in Q4 2025. 108 funds tracked by Wall St. Rank hold JHML as of Q1 2026.

Rockefeller Capital Management held 33,230 shares of John Hancock Multifactor Large Cap ETF worth $2.6M as of Q1 2026.
Rockefeller Capital Management sold 3,431 John Hancock Multifactor Large Cap ETF shares in Q1 2026, an estimated $278K.
John Hancock Multifactor Large Cap ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1189 holding.
Rockefeller Capital Management first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2019 and has held it in 29 quarters since.
Rockefeller Capital Management's John Hancock Multifactor Large Cap ETF position peaked at $2.93M in Q4 2025.
108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.