Amplius Wealth Advisors, LLC JHMM holdings history
JOHN HANCOCK MULTI FACT MID · CUSIP 47804J206 · CIK 1900584
As of 2026-06-30, Amplius Wealth Advisors, LLC reported 685.86K JHMM (shares), valued at $51.41M, or 3.77% of its reported non-derivative portfolio. Filed 2026-07-17.
Verify history & sources →Shares increased 2.23%; reported value increased 14.17%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.77% | 685,861 | SEC filing ↗Filed Jul 17, 2026 |
| Q1 2026 | 3.75% | 670,909 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 3.70% | 672,760 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 3.68% | 658,647 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 3.57% | 628,519 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 3.68% | 616,916 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 3.43% | 560,266 | SEC filing ↗Filed Jan 16, 2025 |
| Q3 2024 | 3.82% | 581,659 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 4.00% | 653,823 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 4.15% | 645,803 | SEC filing ↗Filed Apr 17, 2024 |
| Q4 2023 | 4.11% | 645,794 | SEC filing ↗Filed Jan 10, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 4.11% | 645,794 | $34.00M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 10, 2024 |
| Q1 2024 | 4.15% | 645,803 | $37.06M | Shares increased 0.00%; reported value increased 8.98%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2024 |
| Q2 2024 | 4.00% | 653,823 | $35.99M | Shares increased 1.24%; reported value decreased 2.88%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 3.82% | 581,659 | $35.01M | Shares decreased 11.04%; reported value decreased 2.71%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 3.43% | 560,266 | $33.46M | Shares decreased 3.68%; reported value decreased 4.42%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2025 |
| Q1 2025 | 3.68% | 616,916 | $35.35M | Shares increased 10.11%; reported value increased 5.63%, and weight changed +0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 3.57% | 628,519 | $38.42M | Shares increased 1.88%; reported value increased 8.68%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 3.68% | 658,647 | $42.61M | Shares increased 4.79%; reported value increased 10.90%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 3.70% | 672,760 | $44.05M | Shares increased 2.14%; reported value increased 3.39%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 3.75% | 670,909 | $45.03M | Shares decreased 0.28%; reported value increased 2.22%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 3.77% | 685,861 | $51.41M | Shares increased 2.23%; reported value increased 14.17%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2026 |
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