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Beirne Wealth Consulting Services’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Beirne Wealth Consulting Services’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 		$477K Sell
5,345
-484
-8% -$41.7K 0.09% 62
2026
Q1 		$456K Sell
5,829
-1,113
-16% -$90.1K 0.13% 71
2025
Q4 		$554K Sell
6,942
-625
-8% -$49.5K 0.16% 63
2025
Q3 		$593K Sell
7,567
-39
-0.5% -$2.95K 0.14% 90
2025
Q2 		$558K Sell
7,606
-258
-3% -$17.7K 0.18% 59
2025
Q1 		$530K Sell
7,864
-66
-0.8% -$4.64K 0.19% 58
2024
Q4 		$552K Buy
7,930
+15
+0.2% +$1.07K 0.2% 56
2024
Q3 		$550K Sell
7,915
-621
-7% -$41.3K 0.19% 56
2024
Q2 		$555K Buy
8,536
+331
+4% +$21.1K 0.22% 56
2024
Q1 		$531K Buy
8,205
+189
+2% +$11.6K 0.23% 57
2023
Q4 		$471K Sell
8,016
-919
-10% -$50.5K 0.23% 75
2023
Q3 		$490K Hold
8,935
– – 0.39% 51
2023
Q2 		$490K Sell
8,935
-70
-0.8% -$3.67K 0.39% 51
2023
Q1 		$466K Sell
9,005
-609
-6% -$31.1K 0.33% 59
2022
Q4 		$474K Sell
9,614
-132
-1% -$6.51K 0.23% 57
2022
Q3 		$443K Buy
+9,746
New +$489K 0.17% 68

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $571M AUM 21.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Beirne Wealth Consulting Services's JHML Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 8.3% in Q2 2026, selling an estimated $41.7K and leaving 5,345 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #62.

Beirne Wealth Consulting Services first reported a position in JHML in Q3 2022 and has held it in 16 quarters since. The position peaked at $593K in Q3 2025. 47 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

  • Beirne Wealth Consulting Services held 5,345 shares of John Hancock Multifactor Large Cap ETF worth $477K as of Q2 2026.
  • Beirne Wealth Consulting Services sold 484 John Hancock Multifactor Large Cap ETF shares in Q2 2026, an estimated $41.7K.
  • John Hancock Multifactor Large Cap ETF made up 0.09% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #62 holding.
  • Beirne Wealth Consulting Services first reported a position in John Hancock Multifactor Large Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • Beirne Wealth Consulting Services's John Hancock Multifactor Large Cap ETF position peaked at $593K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.