Carson Wealth (CWM LLC)
JHML icon

Carson Wealth (CWM LLC)’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.02M Buy
13,004
+355
+3% +$28.7K ﹤0.01% 1527
2025
Q4 		$1.01M Buy
12,649
+19
+0.2% +$1.5K ﹤0.01% 1492
2025
Q3 		$990K Sell
12,630
-1,632
-11% -$124K ﹤0.01% 1416
2025
Q2 		$1.05M Sell
14,262
-270
-2% -$18.5K ﹤0.01% 1226
2025
Q1 		$980K Sell
14,532
-3,231
-18% -$227K ﹤0.01% 1137
2024
Q4 		$1.24M Buy
17,763
+17,337
+4,070% +$1.23M 0.01% 968
2024
Q3 		$30K Hold
426
– – ﹤0.01% 3093
2024
Q2 		$28K Hold
426
– – ﹤0.01% 2892
2024
Q1 		$28K Sell
426
-724
-63% -$44.3K ﹤0.01% 2674
2023
Q4 		$68K Buy
+1,150
New +$63.2K ﹤0.01% 1993
2023
Q2 		– Sell
-94
Closed -$5K – 4319
2023
Q1 		$5K Buy
+94
New +$4.8K ﹤0.01% 3300

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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

Carson Wealth (CWM LLC)'s JHML Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its John Hancock Multifactor Large Cap ETF (JHML) stake by 2.8% in Q1 2026, buying an estimated $28.7K and bringing the position to 13,004 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Carson Wealth (CWM LLC) first reported a position in JHML in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q4 2024. 108 funds tracked by Wall St. Rank hold JHML as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,004 shares of John Hancock Multifactor Large Cap ETF worth $1.02M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 355 John Hancock Multifactor Large Cap ETF shares in Q1 2026, an estimated $28.7K.
  • John Hancock Multifactor Large Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1527 holding.
  • Carson Wealth (CWM LLC) first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s John Hancock Multifactor Large Cap ETF position peaked at $1.24M in Q4 2024.
  • 108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.