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Cooper Financial Group’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Cooper Financial Group’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 		$12.5M Sell
140,536
-907
-0.6% -$78.1K 1.04% 21
2026
Q1 		$11.1M Buy
141,443
+4,403
+3% +$356K 1.12% 18
2025
Q4 		$10.9M Buy
137,040
+26,839
+24% +$2.13M 1.16% 17
2025
Q3 		$8.64M Buy
110,201
+35
+0% +$2.65K 0.96% 20
2025
Q2 		$8.08M Sell
110,166
-1,702
-2% -$117K 0.95% 21
2025
Q1 		$7.54M Sell
111,868
-2,968
-3% -$209K 0.99% 18
2024
Q4 		$8M Sell
114,836
-7,071
-6% -$502K 0.96% 20
2024
Q3 		$8.47M Buy
121,907
+381
+0.3% +$25.4K 1.1% 18
2024
Q2 		$7.9M Buy
121,526
+11,409
+10% +$728K 1.16% 16
2024
Q1 		$7.13M Buy
110,117
+1,109
+1% +$67.8K 1.17% 17
2023
Q4 		$6.41M Buy
109,008
+3,745
+4% +$206K 1.17% 17
2023
Q3 		$5.58M Buy
105,263
+6,579
+7% +$362K 1.34% 16
2023
Q2 		$5.42M Buy
98,684
+3,796
+4% +$199K 1.34% 13
2023
Q1 		$4.91M Buy
94,888
+3,430
+4% +$175K 1.32% 15
2022
Q4 		$4.5M Buy
91,458
+3,212
+4% +$158K 1.38% 15
2022
Q3 		$4.01M Buy
88,246
+2,171
+3% +$109K 1.44% 12
2022
Q2 		$4.1M Buy
+86,075
New +$4.46M 1.49% 11

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

Cooper Financial Group's JHML Position: Q2 2026 in Review

Cooper Financial Group reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 0.64% in Q2 2026, selling an estimated $78.1K and leaving 140,536 shares worth $12.5M. The position accounts for 1.04% of the portfolio, ranked #21.

Cooper Financial Group first reported a position in JHML in Q2 2022 and has held it in 17 quarters since. 109 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

  • Cooper Financial Group held 140,536 shares of John Hancock Multifactor Large Cap ETF worth $12.5M as of Q2 2026.
  • Cooper Financial Group sold 907 John Hancock Multifactor Large Cap ETF shares in Q2 2026, an estimated $78.1K.
  • John Hancock Multifactor Large Cap ETF made up 1.04% of Cooper Financial Group's portfolio in Q2 2026, its #21 holding.
  • Cooper Financial Group first reported a position in John Hancock Multifactor Large Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 109 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.