JH III Disc Mid Cap Val-IJVMIX
13F holders, Q1 2025 (March 31)3holders
1new positions
1sold out
$26.50avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding JH III Disc Mid Cap Val-I (JVMIX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($18.5M), PSI Advisors, LLC ($8K) and Coston, McIsaac & Partners ($6K).
- Company
- JH III Disc Mid Cap Val-I
- Filed as
- JHANCOCK DISCIPLINED VALUE MID CAP I (Q1 2025)
- CUSIP
- 47803W406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 1 | $5K |
All 13F filers, Q4 2024 → Q1 2025: 4,783 shares bought and 176 shares sold, net +4,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Fulton Bank, N.A. | 0.75% | Add +0.6% | 697,009 | $18.5M |
| PSI Advisors, LLC | 0.00% | New | 291 | $8K |
| Coston, McIsaac & Partners | 0.00% | Add +395.9% | 243 | $6K |
"% 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.