Morey & Quinn Wealth Partners’s John Hancock Investors Trust JHI Stock Holding History

Morey & Quinn Wealth 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	$535K	Hold	41,477	–	–	0.38%	66
2025 Q4	$567K	Sell	41,477 -225	-0.5%	-$3.11K	0.41%	59
2025 Q3	$583K	Hold	41,702	–	–	0.43%	57
2025 Q2	$577K	Sell	41,702 -1,300	-3%	-$17.3K	0.46%	51
2025 Q1	$584K	Sell	43,002 -525	-1%	-$7.31K	0.48%	50
2024 Q4	$595K	Buy	+43,527	New	+$614K	0.51%	44

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

Morey & Quinn Wealth Partners's JHI Position: Q1 2026 in Review

Morey & Quinn Wealth Partners held its John Hancock Investors Trust (JHI) position steady in Q1 2026 at 41,477 shares worth $535K. The position accounts for 0.38% of the portfolio, ranked #66.

Morey & Quinn Wealth Partners first reported a position in JHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $595K in Q4 2024. 35 funds tracked by Wall St. Rank hold JHI as of Q1 2026.

Morey & Quinn Wealth Partners held 41,477 shares of John Hancock Investors Trust worth $535K as of Q1 2026.
Morey & Quinn Wealth Partners left its John Hancock Investors Trust share count unchanged in Q1 2026.
John Hancock Investors Trust made up 0.38% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #66 holding.
Morey & Quinn Wealth Partners first reported a position in John Hancock Investors Trust in Q4 2024 and has held it in 6 quarters since.
Morey & Quinn Wealth Partners's John Hancock Investors Trust position peaked at $595K in Q4 2024.
35 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.