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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

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Congress Wealth Management's JHML Position: Q2 2025 in Review

Congress Wealth Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q2 2025, closing a stake of 6,857 shares — an estimated $462K sold.

Congress Wealth Management first reported a position in JHML in Q1 2025 and held it in 1 quarter. The position peaked at $462K in Q1 2025. 106 funds tracked by Wall St. Rank hold JHML as of Q2 2025.

  • Congress Wealth Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Congress Wealth Management sold 6,857 John Hancock Multifactor Large Cap ETF shares in Q2 2025, an estimated $462K.
  • Congress Wealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2025 and held it in 1 quarter.
  • Congress Wealth Management's John Hancock Multifactor Large Cap ETF position peaked at $462K in Q1 2025.
  • 106 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.