Total Investment Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Total Investment 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
2025 Q3	–	Sell	-1,965	Closed	-$144K	–	476
2025 Q2	$144K	Buy	+1,965	New	+$135K	0.02%	97
2017 Q3	–	Sell	-1,244,004	Closed	-$39.3M	–	40
2017 Q2	$39.3M	Sell	1,244,004 -11,550	-0.9%	-$361K	13.01%	4
2017 Q1	$38.7M	Buy	1,255,554 +49,380	+4%	+$1.5M	12.96%	5
2016 Q4	$35.1M	Buy	+1,206,174	New	+$34.3M	11.42%	6

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Total Investment Management's JHML Position: Q3 2025 in Review

Total Investment Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q3 2025, closing a stake of 1,965 shares — an estimated $144K sold.

Total Investment Management first reported a position in JHML in Q4 2016 and held it in 4 quarters. The position peaked at $39.3M in Q2 2017. 105 funds tracked by Wall St. Rank hold JHML as of Q3 2025.

Total Investment Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q3 2025 after selling out during the quarter.
Total Investment Management sold 1,965 John Hancock Multifactor Large Cap ETF shares in Q3 2025, an estimated $144K.
Total Investment Management first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2016 and held it in 4 quarters.
Total Investment Management's John Hancock Multifactor Large Cap ETF position peaked at $39.3M in Q2 2017.
105 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q3 2025.

Based on Total Investment Management's 13F filing for Q3 2025, filed 13 Nov 2025.