JH III Disc Mid Cap Val-IJVMIX
13F holders, Q1 2024 (March 31)4holders
$29.86avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding JH III Disc Mid Cap Val-I (JVMIX) in their 13F filings. The largest holders were Fulton Bank, N.A. ($20.9M), Coston, McIsaac & Partners ($58K) and Financial Gravity Asset Management, Inc. ($12K).
- Company
- JH III Disc Mid Cap Val-I
- Filed as
- JHANCOCK DISCIPLINED VAL (Q1 2024)
- CUSIP
- 47803W406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 1 | $20K |
Ownership 4 holders
| Fulton Bank, N.A. | 0.85% | Reduce -4.1% | 698,317 | $20.9M |
| Coston, McIsaac & Partners | 0.02% | No change | 1,945 | $58K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 434 | $12K |
| Tucker Asset Management LLC | 0.00% | New | 157 | $5K |
"% of holder's portfolio" is JVMIX's weight in each manager's 13F, not the share of JH III Disc Mid Cap Val-I the manager owns.