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Segment Wealth Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Segment Wealth 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
Q2 		$235K Hold
2,630
– – 0.01% 295
2026
Q1 		$206K Sell
2,630
-1,910
-42% -$155K 0.01% 304
2025
Q4 		$363K Buy
+4,540
New +$360K 0.02% 243

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $107M AUM
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Segment Wealth Management's JHML Position: Q2 2026 in Review

Segment Wealth Management held its John Hancock Multifactor Large Cap ETF (JHML) position steady in Q2 2026 at 2,630 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #295.

Segment Wealth Management first reported a position in JHML in Q4 2025 and has held it in 3 quarters since. The position peaked at $363K in Q4 2025. 18 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

  • Segment Wealth Management held 2,630 shares of John Hancock Multifactor Large Cap ETF worth $235K as of Q2 2026.
  • Segment Wealth Management left its John Hancock Multifactor Large Cap ETF share count unchanged in Q2 2026.
  • John Hancock Multifactor Large Cap ETF made up 0.01% of Segment Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Segment Wealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Segment Wealth Management's John Hancock Multifactor Large Cap ETF position peaked at $363K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.