JP Morgan Chase
JHI

JP Morgan Chase’s John Hancock Investors Trust JHI Stock Holding History

JP Morgan Chase’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
2025
Q3 		– Sell
-14
Closed -$194 – 7584
2025
Q2 		$194 Buy
+14
New +$186 ﹤0.01% 6784
2023
Q2 		– Sell
-1,190
Closed -$15K – 7127
2023
Q1 		$15K Buy
+1,190
New +$15.4K ﹤0.01% 6038

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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 $6.84B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

JP Morgan Chase's JHI Position: Q3 2025 in Review

JP Morgan Chase sold out of John Hancock Investors Trust (JHI) in Q3 2025, closing a stake of 14 shares — an estimated $194 sold.

JP Morgan Chase first reported a position in JHI in Q1 2023 and held it in 2 quarters. The position peaked at $15K in Q1 2023. 32 funds tracked by Wall St. Rank hold JHI as of Q3 2025.

  • JP Morgan Chase reported no remaining John Hancock Investors Trust position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 14 John Hancock Investors Trust shares in Q3 2025, an estimated $194.
  • JP Morgan Chase first reported a position in John Hancock Investors Trust in Q1 2023 and held it in 2 quarters.
  • JP Morgan Chase's John Hancock Investors Trust position peaked at $15K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.