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 Q3	$1.27M	Sell	14,200 -7,350	-34%	-$662K	0.1%	138
2026 Q2	$1.92M	Sell	21,550 -500	-2%	-$43K	0.16%	104
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	$1.18M	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

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.08B AUM 10.9% 1-Year Est. Return

Parsons Capital Management Providence, Rhode Island $2.29B AUM 21.99% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Rossmore Private Capital's JHML Position: Q3 2026 in Review

Rossmore Private Capital reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 34% in Q3 2026, selling an estimated $662K and leaving 14,200 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #138.

Rossmore Private Capital first reported a position in JHML in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.92M in Q2 2026. 39 funds tracked by Wall St. Rank hold JHML as of Q3 2026.

Rossmore Private Capital held 14,200 shares of John Hancock Multifactor Large Cap ETF worth $1.27M as of Q3 2026.
Rossmore Private Capital sold 7,350 John Hancock Multifactor Large Cap ETF shares in Q3 2026, an estimated $662K.
John Hancock Multifactor Large Cap ETF made up 0.1% of Rossmore Private Capital's portfolio in Q3 2026, its #138 holding.
Rossmore Private Capital first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2020 and has held it in 27 quarters since.
Rossmore Private Capital's John Hancock Multifactor Large Cap ETF position peaked at $1.92M in Q2 2026.
39 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2026.

Based on Rossmore Private Capital's 13F filing for Q3 2026, filed 27 Oct 2026.