Transcend Capital Advisors’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Transcend Capital Advisors’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 Q2	–	Sell	-12,010	Closed	-$810K	–	668
2025 Q1	$810K	Hold	12,010	–	–	0.06%	285
2024 Q4	$836K	Buy	12,010 +80	+0.7%	+$5.68K	0.06%	265
2024 Q3	$828K	Hold	11,930	–	–	0.06%	295
2024 Q2	$776K	Hold	11,930	–	–	0.06%	292
2024 Q1	$773K	Hold	11,930	–	–	0.06%	268
2023 Q4	$702K	Hold	11,930	–	–	0.06%	265
2023 Q3	$633K	Hold	11,930	–	–	0.06%	259
2023 Q2	$655K	Hold	11,930	–	–	0.06%	259
2023 Q1	$618K	Hold	11,930	–	–	0.06%	261
2022 Q4	$588K	Sell	11,930 -100	-0.8%	-$4.93K	0.06%	267
2022 Q3	$547K	Hold	12,030	–	–	0.06%	268
2022 Q2	$574K	Hold	12,030	–	–	0.06%	278
2022 Q1	$682K	Hold	12,030	–	–	0.06%	272
2021 Q4	$715K	Hold	12,030	–	–	0.06%	254
2021 Q3	$695K	Buy	+12,030	New	+$671K	0.06%	247
2021 Q2	–	Sell	-8,955	Closed	-$456K	–	363
2021 Q1	$456K	Hold	8,955	–	–	0.05%	259
2020 Q4	$424K	Buy	+8,955	New	+$401K	0.06%	251

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 $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 Waltham, Massachusetts $71.6B AUM 21.08% 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

Transcend Capital Advisors's JHML Position: Q2 2025 in Review

Transcend Capital Advisors sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q2 2025, closing a stake of 12,010 shares — an estimated $810K sold.

Transcend Capital Advisors first reported a position in JHML in Q4 2020 and held it in 17 quarters. The position peaked at $836K in Q4 2024. 106 funds tracked by Wall St. Rank hold JHML as of Q2 2025.

Transcend Capital Advisors reported no remaining John Hancock Multifactor Large Cap ETF position as of Q2 2025 after selling out during the quarter.
Transcend Capital Advisors sold 12,010 John Hancock Multifactor Large Cap ETF shares in Q2 2025, an estimated $810K.
Transcend Capital Advisors first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2020 and held it in 17 quarters.
Transcend Capital Advisors's John Hancock Multifactor Large Cap ETF position peaked at $836K in Q4 2024.
106 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2025.

Based on Transcend Capital Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.