SWM
JHI

SHP Wealth Management’s John Hancock Investors Trust JHI Stock Holding History

SHP Wealth Management’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
Q2 		$13.4K Hold
1,007
– – ﹤0.01% 885
2026
Q1 		$13K Hold
1,007
– – ﹤0.01% 838
2025
Q4 		$13.8K Buy
+1,007
New +$13.9K ﹤0.01% 760

Other funds holding JHI

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MQWP
Morey & Quinn Wealth Partners Omaha, Nebraska $155M AUM 27.53% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $963M AUM 32.56% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
HRC
Hoertkorn Richard Charles $149M AUM 77.22% 1-Year Est. Return

SHP Wealth Management's JHI Position: Q2 2026 in Review

SHP Wealth Management held its John Hancock Investors Trust (JHI) position steady in Q2 2026 at 1,007 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

SHP Wealth Management first reported a position in JHI in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.8K in Q4 2025. 17 funds tracked by Wall St. Rank hold JHI as of Q2 2026.

  • SHP Wealth Management held 1,007 shares of John Hancock Investors Trust worth $13.4K as of Q2 2026.
  • SHP Wealth Management left its John Hancock Investors Trust share count unchanged in Q2 2026.
  • John Hancock Investors Trust made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #885 holding.
  • SHP Wealth Management first reported a position in John Hancock Investors Trust in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's John Hancock Investors Trust position peaked at $13.8K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held John Hancock Investors Trust as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.