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Journey Strategic Wealth’s John Hancock Multifactor Large Cap ETF JHML Stock Holding History

Journey Strategic Wealth’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 		$1.84M Sell
23,445
-1,542
-6% -$125K 0.05% 112
2025
Q4 		$2M Buy
24,987
+450
+2% +$35.7K 0.05% 97
2025
Q3 		$1.92M Sell
24,537
-644
-3% -$48.8K 0.05% 96
2025
Q2 		$1.85M Sell
25,181
-20,130
-44% -$1.38M 0.06% 100
2025
Q1 		$3.05M Buy
45,311
+25,916
+134% +$1.82M 0.11% 58
2024
Q4 		$1.35M Sell
19,395
-504
-3% -$35.8K 0.05% 96
2024
Q3 		$1.38M Buy
19,899
+1,203
+6% +$80.1K 0.05% 101
2024
Q2 		$1.22M Sell
18,696
-176
-0.9% -$11.2K 0.05% 77
2024
Q1 		$1.22M Sell
18,872
-175
-0.9% -$10.7K 0.05% 66
2023
Q4 		$1.12M Buy
19,047
+9,073
+91% +$499K 0.05% 56
2023
Q3 		$529K Buy
9,974
+528
+6% +$29.1K 0.03% 79
2023
Q2 		$518K Hold
9,446
– – 0.02% 84
2023
Q1 		$489K Buy
9,446
+1,153
+14% +$58.9K 0.05% 105
2022
Q4 		$408K Buy
+8,293
New +$409K 0.05% 119

Other funds holding JHML

GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Journey Strategic Wealth's JHML Position: Q1 2026 in Review

Journey Strategic Wealth reduced its John Hancock Multifactor Large Cap ETF (JHML) stake by 6.2% in Q1 2026, selling an estimated $125K and leaving 23,445 shares worth $1.84M. The position accounts for 0.05% of the portfolio, ranked #112.

Journey Strategic Wealth first reported a position in JHML in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.05M in Q1 2025. 108 funds tracked by Wall St. Rank hold JHML as of Q1 2026.

  • Journey Strategic Wealth held 23,445 shares of John Hancock Multifactor Large Cap ETF worth $1.84M as of Q1 2026.
  • Journey Strategic Wealth sold 1,542 John Hancock Multifactor Large Cap ETF shares in Q1 2026, an estimated $125K.
  • John Hancock Multifactor Large Cap ETF made up 0.05% of Journey Strategic Wealth's portfolio in Q1 2026, its #112 holding.
  • Journey Strategic Wealth first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Journey Strategic Wealth's John Hancock Multifactor Large Cap ETF position peaked at $3.05M in Q1 2025.
  • 108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.