CWM
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Congress Wealth Management’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Congress Wealth 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
2025
Q2 		– Sell
-6,857
Closed -$462K – 1201
2025
Q1 		$462K Buy
+6,857
New +$482K 0.01% 836

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SWMG
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IA
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