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

Sanchez Wealth Management 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
Q1 		$39.4M Buy
503,947
+5,524
+1% +$447K 8.53% 1
2025
Q4 		$39.8M Sell
498,423
-4,013
-0.8% -$318K 8.51% 1
2025
Q3 		$39.4M Buy
502,436
+7,329
+1% +$555K 8.74% 1
2025
Q2 		$36.3M Buy
495,107
+12,318
+3% +$843K 8.76% 1
2025
Q1 		$32.5M Buy
482,789
+14,842
+3% +$1.04M 8.84% 1
2024
Q4 		$32.6M Buy
467,947
+43,444
+10% +$3.09M 8.9% 1
2024
Q3 		$29.5M Buy
424,503
+18,933
+5% +$1.26M 8.98% 1
2024
Q2 		$26.4M Buy
405,570
+4,790
+1% +$306K 8.54% 2
2024
Q1 		$26M Buy
400,780
+7,306
+2% +$447K 8.79% 2
2023
Q4 		$23.1M Sell
393,474
-86,715
-18% -$4.77M 8.43% 3
2023
Q3 		$25.5M Buy
480,189
+5,851
+1% +$322K 10.27% 2
2023
Q2 		$26M Buy
474,338
+4,759
+1% +$250K 10.54% 2
2023
Q1 		$24.3M Sell
469,579
-2,802
-0.6% -$143K 10.71% 2
2022
Q4 		$23.3M Sell
472,381
-1,093
-0.2% -$53.9K 11.4% 2
2022
Q3 		$21.5M Sell
473,474
-56,143
-11% -$2.82M 11.74% 2
2022
Q2 		$25.3M Buy
529,617
+5,704
+1% +$296K 12.55% 1
2022
Q1 		$29.7M Buy
523,913
+7,237
+1% +$404K 12.5% 1
2021
Q4 		$30.7M Sell
516,676
-20,092
-4% -$1.16M 12.96% 1
2021
Q3 		$29.2M Buy
536,768
+8,238
+2% +$459K 13.11% 1
2021
Q2 		$28.8M Buy
528,530
+14,804
+3% +$791K 13.13% 1
2021
Q1 		$26.1M Buy
513,726
+4,264
+0.8% +$210K 13.29% 2
2020
Q4 		$24.1M Buy
509,462
+14,174
+3% +$635K 12.97% 3
2020
Q3 		$20.7M Buy
495,288
+14,596
+3% +$599K 12.22% 4
2020
Q2 		$18.4M Buy
480,692
+10,778
+2% +$393K 12.29% 4
2020
Q1 		$15.1M Sell
469,914
-560
-0.1% -$21.7K 13.71% 3
2019
Q4 		$19.4M Buy
470,474
+181,594
+63% +$7.21M 14.05% 3
2019
Q3 		$11.1M Buy
288,880
+29,098
+11% +$1.11M 9.16% 4
2019
Q2 		$9.82M Buy
259,782
+15,497
+6% +$576K 8.46% 5
2019
Q1 		$8.91M Buy
244,285
+2,628
+1% +$92K 7.95% 4
2018
Q4 		$7.75M Buy
241,657
+32,640
+16% +$1.13M 8.55% 3
2018
Q3 		$7.86M Buy
209,017
+1,872
+0.9% +$68.9K 8.06% 5
2018
Q2 		$7.3M Buy
207,145
+5,054
+3% +$178K 6.91% 5
2018
Q1 		$6.82M Buy
+202,091
New +$7.17M 6.89% 5

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sanchez Wealth Management Group's JHML Position: Q1 2026 in Review

Sanchez Wealth Management Group increased its John Hancock Multifactor Large Cap ETF (JHML) stake by 1.1% in Q1 2026, buying an estimated $447K and bringing the position to 503,947 shares worth $39.4M. The position accounts for 8.53% of the portfolio, ranked #1.

Sanchez Wealth Management Group first reported a position in JHML in Q1 2018 and has held it in 33 quarters since. The position peaked at $39.8M in Q4 2025. 108 funds tracked by Wall St. Rank hold JHML as of Q1 2026.

  • Sanchez Wealth Management Group held 503,947 shares of John Hancock Multifactor Large Cap ETF worth $39.4M as of Q1 2026.
  • Sanchez Wealth Management Group bought 5,524 John Hancock Multifactor Large Cap ETF shares in Q1 2026, an estimated $447K.
  • John Hancock Multifactor Large Cap ETF made up 8.53% of Sanchez Wealth Management Group's portfolio in Q1 2026, its #1 holding.
  • Sanchez Wealth Management Group first reported a position in John Hancock Multifactor Large Cap ETF in Q1 2018 and has held it in 33 quarters since.
  • Sanchez Wealth Management Group's John Hancock Multifactor Large Cap ETF position peaked at $39.8M in Q4 2025.
  • 108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.