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

Simplicity Wealth’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	$13.2M	Buy	168,408 +39,828	+31%	+$3.22M	0.75%	22
2025 Q4	$10.3M	Buy	128,580 +2,259	+2%	+$179K	0.61%	31
2025 Q3	$9.9M	Sell	126,321 -56,303	-31%	-$4.26M	0.57%	32
2025 Q2	$13.4M	Buy	182,624 +136,635	+297%	+$9.35M	0.56%	35
2025 Q1	$3.1M	Buy	+45,989	New	+$3.23M	0.24%	100
2024 Q3	–	Sell	-9,335	Closed	-$607K	–	853
2024 Q2	$607K	Buy	9,335 +5,086	+120%	+$325K	0.01%	681
2024 Q1	$275K	Buy	4,249 +27	+0.6%	+$1.65K	0.01%	950
2023 Q4	$248K	Buy	+4,222	New	+$232K	0.1%	154

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

Simplicity Wealth's JHML Position: Q1 2026 in Review

Simplicity Wealth increased its John Hancock Multifactor Large Cap ETF (JHML) stake by 31% in Q1 2026, buying an estimated $3.22M and bringing the position to 168,408 shares worth $13.2M. The position accounts for 0.75% of the portfolio, ranked #22.

Simplicity Wealth first reported a position in JHML in Q4 2023 and has held it in 8 quarters since. The position peaked at $13.4M in Q2 2025. 108 funds tracked by Wall St. Rank hold JHML as of Q1 2026.

Simplicity Wealth held 168,408 shares of John Hancock Multifactor Large Cap ETF worth $13.2M as of Q1 2026.
Simplicity Wealth bought 39,828 John Hancock Multifactor Large Cap ETF shares in Q1 2026, an estimated $3.22M.
John Hancock Multifactor Large Cap ETF made up 0.75% of Simplicity Wealth's portfolio in Q1 2026, its #22 holding.
Simplicity Wealth first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2023 and has held it in 8 quarters since.
Simplicity Wealth's John Hancock Multifactor Large Cap ETF position peaked at $13.4M in Q2 2025.
108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.