Rossmore Private Capital’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Rossmore Private Capital’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	$1.73M	Sell	22,050 -1,500	-6%	-$121K	0.15%	104
2025 Q4	$1.88M	Sell	23,550 -200	-0.8%	-$15.8K	0.17%	96
2025 Q3	$1.86M	Hold	23,750	–	–	0.2%	90
2025 Q2	$1.74M	Sell	23,750 -2,000	-8%	-$137K	0.2%	90
2025 Q1	$1.74M	Hold	25,750	–	–	0.21%	84
2024 Q4	$1.79M	Hold	25,750	–	–	0.22%	85
2024 Q3	$1.79M	Hold	25,750	–	–	0.22%	83
2024 Q2	$1.67M	Hold	25,750	–	–	0.22%	85
2024 Q1	$1.67M	Hold	25,750	–	–	0.22%	89
2023 Q4	$1.51M	Buy	25,750 +1,000	+4%	+$55K	0.21%	90
2023 Q3	$1.31M	Hold	24,750	–	–	0.2%	93
2023 Q2	$1.36M	Hold	24,750	–	–	0.2%	94
2023 Q1	$1.28M	Hold	24,750	–	–	0.2%	93
2022 Q4	$1.22M	Hold	24,750	–	–	0.2%	90
2022 Q3	$1.12M	Sell	24,750 -100	-0.4%	-$5.01K	0.2%	90
2022 Q2	$1.19M	Hold	24,850	–	–	0.21%	94
2022 Q1	$1.41M	Sell	24,850 -250	-1%	-$14K	0.22%	90
2021 Q4	$1.49M	Sell	25,100 -500	-2%	-$28.9K	0.23%	90
2021 Q3	$1.39M	Hold	25,600	–	–	0.24%	89
2021 Q2	$1.39M	Hold	25,600	–	–	0.24%	89
2021 Q1	$1.3M	Sell	25,600 -4,000	-14%	-$197K	0.24%	89
2020 Q4	$1.4M	Hold	29,600	–	–	0.28%	87
2020 Q3	$1.24M	Hold	29,600	–	–	0.29%	85
2020 Q2	$1.14M	Buy	29,600 +500	+2%	+$18.2K	0.31%	70
2020 Q1	$934K	Buy	+29,100	New	+$1.13M	0.32%	73

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

Rossmore Private Capital's JHML Position: Q1 2026 in Review

Rossmore Private Capital reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 6.4% in Q1 2026, selling an estimated $121K and leaving 22,050 shares worth $1.73M. The position accounts for 0.15% of the portfolio, ranked #104.

Rossmore Private Capital first reported a position in JHML in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.88M in Q4 2025. 108 funds tracked by Wall St. Rank hold JHML as of Q1 2026.

Rossmore Private Capital held 22,050 shares of John Hancock Multifactor Large Cap ETF worth $1.73M as of Q1 2026.
Rossmore Private Capital sold 1,500 John Hancock Multifactor Large Cap ETF shares in Q1 2026, an estimated $121K.
John Hancock Multifactor Large Cap ETF made up 0.15% of Rossmore Private Capital's portfolio in Q1 2026, its #104 holding.
Rossmore Private Capital first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2020 and has held it in 25 quarters since.
Rossmore Private Capital's John Hancock Multifactor Large Cap ETF position peaked at $1.88M in Q4 2025.
108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2026.

Based on Rossmore Private Capital's 13F filing for Q1 2026, filed 1 May 2026.