JH III Disc Mid Cap Val-IJVMIX
13F holders, Q2 2025 (June 30)2holders −1
0new positions
1sold out
$28.53avg. 13F price*
At the end of Q2 2025, 2 institutions reported holding JH III Disc Mid Cap Val-I (JVMIX) in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($20.8M) and Coston, McIsaac & Partners ($1K).
- Company
- JH III Disc Mid Cap Val-I
- Filed as
- JHANCOCK DISCIPLINED VALUE MID CAP I (Q2 2025)
- CUSIP
- 47803W406
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $8K |
All 13F filers, Q1 2025 → Q2 2025: 31,135 shares bought and 485 shares sold, net +30,650 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fulton Bank, N.A. | 0.77% | Add +4.5% | 728,144 | $20.8M |
| Coston, McIsaac & Partners | 0.00% | Reduce -79.8% | 49 | $1K |
"% 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.