Bank of America
JHI

Bank of America’s John Hancock Investors Trust JHI Stock Holding History

Bank of America’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 		$433K Buy
33,545
+863
+3% +$11.7K ﹤0.01% 4976
2025
Q4 		$447K Sell
32,682
-2,019
-6% -$27.9K ﹤0.01% 4968
2025
Q3 		$485K Buy
34,701
+66
+0.2% +$928 ﹤0.01% 5802
2025
Q2 		$480K Sell
34,635
-756
-2% -$10K ﹤0.01% 5737
2025
Q1 		$480K Sell
35,391
-11,116
-24% -$155K ﹤0.01% 5668
2024
Q4 		$636K Sell
46,507
-47,158
-50% -$666K ﹤0.01% 5367
2024
Q3 		$1.32M Sell
93,665
-5,927
-6% -$80.4K ﹤0.01% 4868
2024
Q2 		$1.32M Sell
99,592
-18,832
-16% -$251K ﹤0.01% 4729
2024
Q1 		$1.56M Buy
118,424
+18,882
+19% +$247K ﹤0.01% 4616
2023
Q4 		$1.29M Buy
99,542
+9,608
+11% +$119K ﹤0.01% 4798
2023
Q3 		$1.09M Buy
89,934
+16,179
+22% +$205K ﹤0.01% 4759
2023
Q2 		$932K Buy
73,755
+4,070
+6% +$51.4K ﹤0.01% 4831
2023
Q1 		$884K Sell
69,685
-2,942
-4% -$38.1K ﹤0.01% 4977
2022
Q4 		$911K Buy
72,627
+23,059
+47% +$291K ﹤0.01% 4927
2022
Q3 		$598K Sell
49,568
-506
-1% -$6.94K ﹤0.01% 5268
2022
Q2 		$660K Sell
50,074
-274
-0.5% -$4.1K ﹤0.01% 5235
2022
Q1 		$846K Sell
50,348
-7,391
-13% -$125K ﹤0.01% 5410
2021
Q4 		$1.12M Buy
57,739
+1,475
+3% +$27.6K ﹤0.01% 5131
2021
Q3 		$1.05M Sell
56,264
-4,450
-7% -$84.1K ﹤0.01% 5022
2021
Q2 		$1.14M Sell
60,714
-11,235
-16% -$208K ﹤0.01% 4787
2021
Q1 		$1.29M Buy
71,949
+1,088
+2% +$19.3K ﹤0.01% 4617
2020
Q4 		$1.22M Buy
70,861
+10,835
+18% +$179K ﹤0.01% 4332
2020
Q3 		$950K Buy
60,026
+420
+0.7% +$6.74K ﹤0.01% 4256
2020
Q2 		$925K Sell
59,606
-8,058
-12% -$115K ﹤0.01% 4175
2020
Q1 		$851K Sell
67,664
-7,236
-10% -$118K ﹤0.01% 4114
2019
Q4 		$1.33M Buy
74,900
+16,001
+27% +$276K ﹤0.01% 4298
2019
Q3 		$1M Buy
58,899
+877
+2% +$14.8K ﹤0.01% 4545
2019
Q2 		$951K Buy
58,022
+513
+0.9% +$8.25K ﹤0.01% 4601
2019
Q1 		$907K Sell
57,509
-232
-0.4% -$3.58K ﹤0.01% 4587
2018
Q4 		$815K Sell
57,741
-367
-0.6% -$5.59K ﹤0.01% 4569
2018
Q3 		$935K Buy
58,108
+1,952
+3% +$31.7K ﹤0.01% 4531
2018
Q2 		$896K Buy
56,156
+12,628
+29% +$206K ﹤0.01% 4537
2018
Q1 		$724K Buy
43,528
+3,207
+8% +$55K ﹤0.01% 4586
2017
Q4 		$706K Sell
40,321
-2,840
-7% -$50.3K ﹤0.01% 4709
2017
Q3 		$783K Buy
43,161
+3,490
+9% +$63.3K ﹤0.01% 4662
2017
Q2 		$680K Sell
39,671
-565
-1% -$9.87K ﹤0.01% 4696
2017
Q1 		$685K Hold
40,236
– – ﹤0.01% 4675
2016
Q4 		$668K Buy
40,236
+1,847
+5% +$30.6K ﹤0.01% 4625
2016
Q3 		$641K Sell
38,389
-2,498
-6% -$42.7K ﹤0.01% 4456
2016
Q2 		$659K Buy
40,887
+23,002
+129% +$358K ﹤0.01% 4469
2016
Q1 		$276K Buy
17,885
+84
+0.5% +$1.21K ﹤0.01% 4963
2015
Q4 		$256K Buy
17,801
+1,499
+9% +$21.9K ﹤0.01% 5227
2015
Q3 		$237K Buy
16,302
+1,088
+7% +$16.8K ﹤0.01% 5239
2015
Q2 		$244K Hold
15,214
– – ﹤0.01% 5139
2015
Q1 		$267K Sell
15,214
-1,746
-10% -$31.1K ﹤0.01% 4741
2014
Q4 		$300K Buy
16,960
+1,543
+10% +$28.3K ﹤0.01% 5036
2014
Q3 		$285K Buy
15,417
+3,157
+26% +$62K ﹤0.01% 5068
2014
Q2 		$253K Sell
12,260
-350
-3% -$7.13K ﹤0.01% 5338
2014
Q1 		$257K Sell
12,610
-1,360
-10% -$27.5K ﹤0.01% 5217
2013
Q4 		$260K Buy
13,970
+1,486
+12% +$27.8K ﹤0.01% 5345
2013
Q3 		$236K Sell
12,484
-984
-7% -$19.4K ﹤0.01% 5312
2013
Q2 		$268K Buy
+13,468
New +$294K ﹤0.01% 5341

Other funds holding JHI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

Bank of America's JHI Position: Q1 2026 in Review

Bank of America increased its John Hancock Investors Trust (JHI) stake by 2.6% in Q1 2026, buying an estimated $11.7K and bringing the position to 33,545 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #4976.

Bank of America first reported a position in JHI in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.56M in Q1 2024. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

  • Bank of America held 33,545 shares of John Hancock Investors Trust worth $433K as of Q1 2026.
  • Bank of America bought 863 John Hancock Investors Trust shares in Q1 2026, an estimated $11.7K.
  • John Hancock Investors Trust made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4976 holding.
  • Bank of America first reported a position in John Hancock Investors Trust in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's John Hancock Investors Trust position peaked at $1.56M in Q1 2024.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.