LPL Financial
JHI

LPL Financial’s John Hancock Investors Trust JHI Stock Holding History

LPL Financial’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 		$1.29M Sell
99,864
-18,830
-16% -$256K ﹤0.01% 3932
2025
Q4 		$1.62M Sell
118,694
-4,252
-3% -$58.7K ﹤0.01% 3591
2025
Q3 		$1.72M Buy
122,946
+65,543
+114% +$922K ﹤0.01% 3458
2025
Q2 		$795K Buy
57,403
+8,811
+18% +$117K ﹤0.01% 3959
2025
Q1 		$659K Buy
48,592
+3,231
+7% +$45K ﹤0.01% 3910
2024
Q4 		$621K Buy
45,361
+4,213
+10% +$59.5K ﹤0.01% 3900
2024
Q3 		$579K Buy
41,148
+4,210
+11% +$57.1K ﹤0.01% 3869
2024
Q2 		$491K Buy
36,938
+1,745
+5% +$23.3K ﹤0.01% 3890
2024
Q1 		$464K Buy
35,193
+1,562
+5% +$20.5K ﹤0.01% 3850
2023
Q4 		$435K Sell
33,631
-239
-0.7% -$2.96K ﹤0.01% 3776
2023
Q3 		$412K Buy
33,870
+6,837
+25% +$86.7K ﹤0.01% 3641
2023
Q2 		$342K Buy
27,033
+1,815
+7% +$22.9K ﹤0.01% 3740
2023
Q1 		$320K Buy
25,218
+3,722
+17% +$48.3K ﹤0.01% 3686
2022
Q4 		$270K Sell
21,496
-989
-4% -$12.5K ﹤0.01% 3735
2022
Q3 		$271K Sell
22,485
-380
-2% -$5.21K ﹤0.01% 3691
2022
Q2 		$301K Sell
22,865
-4,105
-15% -$61.4K ﹤0.01% 3625
2022
Q1 		$453K Buy
26,970
+3,795
+16% +$64.3K ﹤0.01% 3275
2021
Q4 		$448K Buy
23,175
+20
+0.1% +$375 ﹤0.01% 3373
2021
Q3 		$432K Buy
23,155
+2,344
+11% +$44.3K ﹤0.01% 3354
2021
Q2 		$392K Buy
20,811
+187
+0.9% +$3.46K ﹤0.01% 3369
2021
Q1 		$371K Sell
20,624
-780
-4% -$13.9K ﹤0.01% 3299
2020
Q4 		$370K Buy
21,404
+4,303
+25% +$71.3K ﹤0.01% 3031
2020
Q3 		$271K Buy
17,101
+27
+0.2% +$433 ﹤0.01% 2978
2020
Q2 		$265K Buy
17,074
+3,031
+22% +$43.4K ﹤0.01% 2925
2020
Q1 		$177K Sell
14,043
-545
-4% -$8.88K ﹤0.01% 2855
2019
Q4 		$259K Sell
14,588
-8,143
-36% -$140K ﹤0.01% 2890
2019
Q3 		$387K Buy
22,731
+7,320
+47% +$124K ﹤0.01% 2474
2019
Q2 		$253K Buy
15,411
+455
+3% +$7.32K ﹤0.01% 2841
2019
Q1 		$236K Sell
14,956
-1,815
-11% -$28K ﹤0.01% 2828
2018
Q4 		$237K Sell
16,771
-3,816
-19% -$58.1K ﹤0.01% 2671
2018
Q3 		$331K Sell
20,587
-33
-0.2% -$536 ﹤0.01% 2593
2018
Q2 		$329K Sell
20,620
-6,408
-24% -$105K ﹤0.01% 2566
2018
Q1 		$449K Buy
27,028
+9,637
+55% +$165K ﹤0.01% 2251
2017
Q4 		$304K Buy
17,391
+1,944
+13% +$34.4K ﹤0.01% 2486
2017
Q3 		$280K Sell
15,447
-1,098
-7% -$19.9K ﹤0.01% 2421
2017
Q2 		$284K Sell
16,545
-27,134
-62% -$474K ﹤0.01% 2333
2017
Q1 		$746K Sell
43,679
-594
-1% -$10.1K 0.01% 1471
2016
Q4 		$747K Buy
44,273
+9,944
+29% +$165K 0.01% 1409
2016
Q3 		$574K Buy
34,329
+775
+2% +$13.2K 0.01% 1587
2016
Q2 		$558K Sell
33,554
-26,754
-44% -$417K ﹤0.01% 1576
2016
Q1 		$920K Buy
60,308
+3,960
+7% +$56.9K ﹤0.01% 1730
2015
Q4 		$819K Buy
56,348
+29,616
+111% +$433K ﹤0.01% 1834
2015
Q3 		$386K Buy
26,732
+397
+2% +$6.11K ﹤0.01% 2009
2015
Q2 		$425K Sell
26,335
-1,681
-6% -$29.2K ﹤0.01% 2035
2015
Q1 		$498K Sell
28,016
-810
-3% -$14.4K ﹤0.01% 1852
2014
Q4 		$510K Sell
28,826
-2,528
-8% -$46.3K ﹤0.01% 1758
2014
Q3 		$583K Buy
31,354
+607
+2% +$11.9K ﹤0.01% 1664
2014
Q2 		$634K Sell
30,747
-3,972
-11% -$80.9K ﹤0.01% 1631
2014
Q1 		$707K Sell
34,719
-3,585
-9% -$72.5K ﹤0.01% 1481
2013
Q4 		$712K Sell
38,304
-9,859
-20% -$185K ﹤0.01% 1483
2013
Q3 		$895K Sell
48,163
-14,166
-23% -$280K 0.01% 1258
2013
Q2 		$1.24M Buy
+62,329
New +$1.36M 0.01% 985

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
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

LPL Financial's JHI Position: Q1 2026 in Review

LPL Financial reduced its John Hancock Investors Trust (JHI) stake by 16% in Q1 2026, selling an estimated $256K and leaving 99,864 shares worth $1.29M. The position accounts for ﹤0.01% of the portfolio, ranked #3932.

LPL Financial first reported a position in JHI in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.72M in Q3 2025. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

  • LPL Financial held 99,864 shares of John Hancock Investors Trust worth $1.29M as of Q1 2026.
  • LPL Financial sold 18,830 John Hancock Investors Trust shares in Q1 2026, an estimated $256K.
  • John Hancock Investors Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3932 holding.
  • LPL Financial first reported a position in John Hancock Investors Trust in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's John Hancock Investors Trust position peaked at $1.72M in Q3 2025.
  • 35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.