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Steward Partners Investment Advisory’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Steward Partners Investment Advisory’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
2025
Q3 		– Sell
-117
Closed -$8.58K – 4323
2025
Q2 		$8.58K Buy
+117
New +$8.01K ﹤0.01% 3280

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Steward Partners Investment Advisory's JHML Position: Q3 2025 in Review

Steward Partners Investment Advisory sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2025, closing a stake of 117 shares — an estimated $8.58K sold.

Steward Partners Investment Advisory first reported a position in JHML in Q2 2025 and held it in 1 quarter. The position peaked at $8.58K in Q2 2025. 105 funds tracked by Wall St. Rank hold JHML as of Q3 2025.

  • Steward Partners Investment Advisory reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 117 John Hancock Multifactor Large Cap ETF shares in Q3 2025, an estimated $8.58K.
  • Steward Partners Investment Advisory first reported a position in John Hancock Multifactor Large Cap ETF in Q2 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's John Hancock Multifactor Large Cap ETF position peaked at $8.58K in Q2 2025.
  • 105 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.