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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
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 $432B AUM 30.22% 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 $530B AUM 22.01% 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 $324B AUM 22.36% 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 $1.66T AUM 25.57% 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

SHP Wealth Management's JHML Position: Q1 2026 in Review

SHP Wealth Management held its John Hancock Multifactor Large Cap ETF (JHML) position steady in Q1 2026 at 294 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

SHP Wealth Management first reported a position in JHML in Q4 2025 and has held it in 2 quarters since. The position peaked at $23.5K in Q4 2025. 108 funds tracked by Wall St. Rank hold JHML as of Q1 2026.

  • SHP Wealth Management held 294 shares of John Hancock Multifactor Large Cap ETF worth $23K as of Q1 2026.
  • SHP Wealth Management left its John Hancock Multifactor Large Cap ETF share count unchanged in Q1 2026.
  • John Hancock Multifactor Large Cap ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #687 holding.
  • SHP Wealth Management first reported a position in John Hancock Multifactor Large Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's John Hancock Multifactor Large Cap ETF position peaked at $23.5K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held John Hancock Multifactor Large Cap ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.