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JHML — JOHN HANCOCK MULTI FACT LRG

Reported value held$150.09M
Funds holding (latest)9
Sector—
Funds holding (Q2 2026)7
Institutional value$149.02M · 1.67M sh
New / Add / Cut / Exit2 / 0 / 1 / 0
Top-5 / Top-10 concentration98.9% / 100.0%
Institutional holdings change Accumulating +2.3% (+37.64K sh)
Institutional value change Up +16.6%

As of Q2 2026, 7 SEC-registered investment managers reported holding JHML (JOHN HANCOCK MULTI FACT LRG) in their latest 13F filings, with a combined reported value of $149.02M across 1.67M shares. That is +2.3% by share count (+37.64K shares) versus the previous quarter, while reported value moved +16.6%. Ownership is concentrated: the five largest holders account for 98.9% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 opened new positions, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 7 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 834.42K $74.41M 0.01% Hold
Morgan Stanley history 422.59K $37.69M 0.00% Hold
Bank of America Corp history 281.65K $25.12M 0.00% Hold
UBS Group AG history 92.41K $8.24M 0.00% Reduce
Goldman Sachs Group history 20.71K $1.85M 0.00% New
JPMorgan Chase & Co history 15.77K $1.40M 0.00% New
Fidelity Management & Research (FMR) history 3.52K $313.97K 0.00% Hold

Q1 2026 — 5 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 830.64K $65.01M 0.01% Reduce
Morgan Stanley history 422.85K $33.10M 0.00% Hold
Bank of America Corp history 281.90K $22.06M 0.00% Hold
UBS Group AG history 94.50K $7.40M 0.00% Reduce
Fidelity Management & Research (FMR) history 3.54K $276.82K 0.00% Add

Q4 2025 — 7 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 935.65K $74.71M 0.01% Reduce
Morgan Stanley history 421.66K $33.67M 0.00% Reduce
Bank of America Corp history 281.44K $22.47M 0.00% Reduce
UBS Group AG history 162.73K $12.99M 0.00% Reduce
Citadel Advisors history 13.13K $1.05M 0.00% Add
JPMorgan Chase & Co history 10.84K $865.41K 0.00% Reduce
Fidelity Management & Research (FMR) history 2.30K $183.45K 0.00% Reduce

Q3 2025 — 9 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 943.07K $73.91M 0.01% Add
Morgan Stanley history 442.62K $34.69M 0.00% Reduce
Bank of America Corp history 286.82K $22.48M 0.00% Reduce
UBS Group AG history 166.22K $13.03M 0.00% Reduce
JPMorgan Chase & Co history 13.03K $1.02M 0.00% Add
Goldman Sachs Group history 10.74K $841.85K 0.00% New
Citadel Advisors history 7.36K $576.41K 0.00% Add
Fidelity Management & Research (FMR) history 2.40K $188.19K 0.00% Hold
PNC Financial Services history 329 $25.78K 0.00% New

Q2 2025 — 7 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 916.34K $67.22M 0.01% Add
Morgan Stanley history 469.07K $34.41M 0.00% Hold
Bank of America Corp history 295.07K $21.64M 0.00% Reduce
UBS Group AG history 228.35K $16.75M 0.00% Reduce
JPMorgan Chase & Co history 8.33K $610.88K 0.00% Add
Citadel Advisors history 4.18K $306.69K 0.00% Add
Fidelity Management & Research (FMR) history 2.40K $176.15K 0.00% Add

Q1 2025 — 7 funds

FundSharesValuePortfolio WeightChange
Wells Fargo & Co history 865.62K $58.36M 0.01% Add
Morgan Stanley history 470.63K $31.73M 0.00% Add
Bank of America Corp history 416.70K $28.09M 0.00% Hold
UBS Group AG history 253.13K $17.07M 0.00% Reduce
JPMorgan Chase & Co history 7.67K $516.84K 0.00% Reduce
Citadel Advisors history 3.83K $258.08K 0.00% New
Fidelity Management & Research (FMR) history 2.32K $156.45K 0.00% Reduce

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 9 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Wells Fargo & Co 834.42K 830.64K 935.65K 943.07K 916.34K 865.62K 844.20K 831.79K 826.31K 821.81K 843.24K 810.26K 850.60K 859.15K 874.52K 923.57K 946.65K 902.91K 877.81K 782.31K
Morgan Stanley 422.59K 422.85K 421.66K 442.62K 469.07K 470.63K 434.25K 433.23K 603.37K 606.57K 594.69K 601.88K 602.36K 666.63K 733.22K 738.03K 749.08K 746.03K 776.41K 813.85K
Bank of America Corp 281.65K 281.90K 281.44K 286.82K 295.07K 416.70K 415.72K 420.46K 394.65K 403.24K 420.19K 429.42K 451.42K 464.75K 727.46K 718.12K 711.92K 746.80K 748.23K 734.18K
UBS Group AG 92.41K 94.50K 162.73K 166.22K 228.35K 253.13K 313.12K 316.14K 311.40K 316.45K 325.96K 328.11K 334.15K 235.58K 234.85K 213.50K 189.03K 200.00K 230.51K 215.67K
Goldman Sachs Group 20.71K — — 10.74K — — — — — 14.15K 11.59K — 29.37K 5.82K 5.82K — 7.16K 3.92K — —
JPMorgan Chase & Co 15.77K — 10.84K 13.03K 8.33K 7.67K 9.93K 8.37K 5.31K 5.30K 5.36K 4.28K 4.08K 4.08K 4.08K — — — — —
Fidelity Management & Research (FMR) 3.52K 3.54K 2.30K 2.40K 2.40K 2.32K 3.30K 2.24K 2.06K 1.93K 1.91K 1.93K 1.96K 3.65K 3.16K 1.40K 1.34K 995 223 238
Citadel Advisors — — 13.13K 7.36K 4.18K 3.83K — — 5.57K — — — 19.24K 15.81K 24.33K 21.13K — — — —
PNC Financial Services — — — 329 — — — — — — — — — — — — — — — —

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