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

Puff 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
Q1 		– Sell
-2,963
Closed -$206K – 103
2024
Q4 		$206K Buy
+2,963
New +$210K 0.36% 56

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Puff Wealth Management's JHML Position: Q1 2025 in Review

Puff Wealth Management sold out of John Hancock Multifactor Large Cap ETF (JHML) in Q1 2025, closing a stake of 2,963 shares — an estimated $206K sold.

Puff Wealth Management first reported a position in JHML in Q4 2024 and held it in 1 quarter. The position peaked at $206K in Q4 2024. 98 funds tracked by Wall St. Rank hold JHML as of Q1 2025.

  • Puff Wealth Management reported no remaining John Hancock Multifactor Large Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Puff Wealth Management sold 2,963 John Hancock Multifactor Large Cap ETF shares in Q1 2025, an estimated $206K.
  • Puff Wealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2024 and held it in 1 quarter.
  • Puff Wealth Management's John Hancock Multifactor Large Cap ETF position peaked at $206K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2025.

Based on Puff Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.