1CP
JHI

1607 Capital Partners’s John Hancock Investors Trust JHI Stock Holding History

1607 Capital Partners’s Portfolio JHI Stock Details JHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.65M Buy
514,942
+30,447
+6% +$414K 0.48% 50
2025
Q4 		$6.62M Sell
484,495
-85,200
-15% -$1.18M 0.45% 49
2025
Q3 		$7.97M Sell
569,695
-34,100
-6% -$480K 0.6% 41
2025
Q2 		$8.36M Buy
603,795
+51,750
+9% +$687K 0.68% 43
2025
Q1 		$7.49M Buy
552,045
+15,500
+3% +$216K 0.6% 45
2024
Q4 		$7.34M Buy
536,545
+154,174
+40% +$2.18M 0.59% 47
2024
Q3 		$5.38M Buy
382,371
+4,436
+1% +$60.2K 0.49% 57
2024
Q2 		$5.03M Sell
377,935
-38,045
-9% -$507K 0.45% 62
2024
Q1 		$5.49M Sell
415,980
-350,921
-46% -$4.6M 0.45% 63
2023
Q4 		$9.92M Buy
766,901
+248,400
+48% +$3.07M 0.7% 42
2023
Q3 		$6.3M Buy
518,501
+309,401
+148% +$3.92M 0.47% 59
2023
Q2 		$2.64M Buy
209,100
+186,900
+842% +$2.36M 0.19% 100
2023
Q1 		$282K Buy
+22,200
New +$288K 0.02% 144
2021
Q4 		– Sell
-175,216
Closed -$3.27M – 118
2021
Q3 		$3.27M Sell
175,216
-569,010
-76% -$10.8M 0.16% 79
2021
Q2 		$14M Sell
744,226
-117,600
-14% -$2.17M 0.67% 38
2021
Q1 		$15.5M Buy
861,826
+15,918
+2% +$283K 0.75% 36
2020
Q4 		$14.6M Buy
845,908
+8,800
+1% +$146K 0.73% 38
2020
Q3 		$13.3M Sell
837,108
-4,200
-0.5% -$67.4K 0.72% 37
2020
Q2 		$13M Buy
841,308
+2,765
+0.3% +$39.6K 0.72% 37
2020
Q1 		$10.5M Buy
838,543
+2,737
+0.3% +$44.6K 0.63% 40
2019
Q4 		$14.8M Buy
835,806
+28,900
+4% +$498K 0.78% 33
2019
Q3 		$13.7M Hold
806,906
– – 0.75% 36
2019
Q2 		$13.2M Buy
806,906
+62,700
+8% +$1.01M 0.72% 40
2019
Q1 		$11.7M Buy
744,206
+32,573
+5% +$502K 0.64% 45
2018
Q4 		$10M Buy
711,633
+413,826
+139% +$6.3M 0.61% 47
2018
Q3 		$4.79M Buy
297,807
+101,432
+52% +$1.65M 0.28% 72
2018
Q2 		$3.13M Buy
196,375
+61,711
+46% +$1.01M 0.18% 77
2018
Q1 		$2.24M Buy
134,664
+18,700
+16% +$321K 0.12% 91
2017
Q4 		$2.03M Buy
115,964
+52,537
+83% +$931K 0.11% 90
2017
Q3 		$1.15M Sell
63,427
-99,180
-61% -$1.8M 0.07% 97
2017
Q2 		$2.79M Sell
162,607
-4,700
-3% -$82.1K 0.17% 83
2017
Q1 		$2.85M Buy
167,307
+5,880
+4% +$100K 0.18% 85
2016
Q4 		$2.68M Buy
+161,427
New +$2.68M 0.18% 86

Other funds holding JHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

1607 Capital Partners's JHI Position: Q1 2026 in Review

1607 Capital Partners increased its John Hancock Investors Trust (JHI) stake by 6.3% in Q1 2026, buying an estimated $414K and bringing the position to 514,942 shares worth $6.65M. The position accounts for 0.48% of the portfolio, ranked #50.

1607 Capital Partners first reported a position in JHI in Q4 2016 and has held it in 33 quarters since. The position peaked at $15.5M in Q1 2021. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

  • 1607 Capital Partners held 514,942 shares of John Hancock Investors Trust worth $6.65M as of Q1 2026.
  • 1607 Capital Partners bought 30,447 John Hancock Investors Trust shares in Q1 2026, an estimated $414K.
  • John Hancock Investors Trust made up 0.48% of 1607 Capital Partners's portfolio in Q1 2026, its #50 holding.
  • 1607 Capital Partners first reported a position in John Hancock Investors Trust in Q4 2016 and has held it in 33 quarters since.
  • 1607 Capital Partners's John Hancock Investors Trust position peaked at $15.5M in Q1 2021.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on 1607 Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.