JIP
JHI

Jaffetilchin Investment Partners’s John Hancock Investors Trust JHI Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-1,623
Closed -$22.8K – 844
2024
Q3 		$22.8K Buy
+1,623
New +$22K ﹤0.01% 735

Other funds holding JHI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Jaffetilchin Investment Partners's JHI Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of John Hancock Investors Trust (JHI) in Q4 2024, closing a stake of 1,623 shares — an estimated $22.8K sold.

Jaffetilchin Investment Partners first reported a position in JHI in Q3 2024 and held it in 1 quarter. The position peaked at $22.8K in Q3 2024. 38 funds tracked by Wall St. Rank hold JHI as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining John Hancock Investors Trust position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,623 John Hancock Investors Trust shares in Q4 2024, an estimated $22.8K.
  • Jaffetilchin Investment Partners first reported a position in John Hancock Investors Trust in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's John Hancock Investors Trust position peaked at $22.8K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.