SWM
JHML icon

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

SHP 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
2026
Q2 		$26.2K Hold
294
– – ﹤0.01% 718
2026
Q1 		$23K Hold
294
– – ﹤0.01% 687
2025
Q4 		$23.5K Buy
+294
New +$23.3K ﹤0.01% 650

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 22.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SHP Wealth Management's JHML Position: Q2 2026 in Review

SHP Wealth Management held its John Hancock Multifactor Large Cap ETF (JHML) position steady in Q2 2026 at 294 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #718.

SHP Wealth Management first reported a position in JHML in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold JHML as of Q2 2026.

  • SHP Wealth Management held 294 shares of John Hancock Multifactor Large Cap ETF worth $26.2K as of Q2 2026.
  • SHP Wealth Management left its John Hancock Multifactor Large Cap ETF share count unchanged in Q2 2026.
  • John Hancock Multifactor Large Cap ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #718 holding.
  • SHP Wealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.