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

Westside 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
2026 Q2	–	Sell	-104	Closed	-$8.14K	–	1477
2026 Q1	$8.14K	Hold	104	–	–	﹤0.01%	1160
2025 Q4	$8.3K	Hold	104	–	–	﹤0.01%	1130
2025 Q3	$8.15K	Hold	104	–	–	﹤0.01%	1158
2025 Q2	$7.63K	Hold	104	–	–	﹤0.01%	1049
2025 Q1	$7.01K	Hold	104	–	–	﹤0.01%	737
2024 Q4	$7.24K	Hold	104	–	–	﹤0.01%	732
2024 Q3	$7.22K	Hold	104	–	–	﹤0.01%	730
2024 Q2	$6.76K	Hold	104	–	–	﹤0.01%	718
2024 Q1	$6.74K	Hold	104	–	–	﹤0.01%	689
2023 Q4	$6.12K	Hold	104	–	–	﹤0.01%	673
2023 Q3	$5.51K	Hold	104	–	–	﹤0.01%	680
2023 Q2	$5.71K	Hold	104	–	–	﹤0.01%	684
2023 Q1	$5.39K	Hold	104	–	–	﹤0.01%	687
2022 Q4	$5	Hold	104	–	–	﹤0.01%	696
2022 Q3	$4	Hold	104	–	–	﹤0.01%	705
2022 Q2	$4	Hold	104	–	–	﹤0.01%	710
2022 Q1	$5	Hold	104	–	–	﹤0.01%	683
2021 Q4	$6	Hold	104	–	–	﹤0.01%	642
2021 Q3	$5	Hold	104	–	–	﹤0.01%	652
2021 Q2	$5	Hold	104	–	–	﹤0.01%	641
2021 Q1	$5	Buy	+104	New	+$5.11K	﹤0.01%	624

Other funds holding JHML

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWMG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Westside Investment Management's JHML Position: Q2 2026 in Review

Westside Investment Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q2 2026, closing a stake of 104 shares — an estimated $8.14K sold.

Westside Investment Management first reported a position in JHML in Q1 2021 and held it in 21 quarters. The position peaked at $8.3K in Q4 2025. 109 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

Westside Investment Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q2 2026 after selling out during the quarter.
Westside Investment Management sold 104 John Hancock Multifactor Large Cap ETF shares in Q2 2026, an estimated $8.14K.
Westside Investment Management first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2021 and held it in 21 quarters.
Westside Investment Management's John Hancock Multifactor Large Cap ETF position peaked at $8.3K in Q4 2025.
109 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.