Vault-13

JHANCOCK DISCIPLINED VALUE MID CAP I JVMIX

EQUITY FUNDS · Open-End Fund · CUSIP 47803W406

1 institutional holders -1 vs Q1 2026
753,383753.4k shares reported held*
$23.0mreported value*
0 new 1 added 0 reduced 1 sold out net bought ≈ $856.3k (+28.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $30.48.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

024Q3 22: 2Q4 22: 2Q1 23: 2Q2 23: 3Q3 23: 4Q4 23: 4Q1 24: 4Q2 24: 3Q3 24: 4Q4 24: 3Q1 25: 3Q2 25: 2Q3 25: 2Q4 25: 1Q1 26: 2Q2 26: 11Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20222
Q4 20222
Q1 20232
Q2 20233
Q3 20234
Q4 20234
Q1 20244
Q2 20243
Q3 20244
Q4 20243
Q1 20253
Q2 20252
Q3 20252
Q4 20251
Q1 20262
Q2 20261

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q3 24: 2 bought or addedQ3 24: 0 cut or sold outQ4 24: 1 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 3 bought or addedQ1 25: 1 cut or sold outQ2 25: 1 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 0 cut or sold outQ4 25: 0 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 2 bought or addedQ1 26: 0 cut or sold outQ2 26: 1 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202420
Q4 202413
Q1 202531
Q2 202512
Q3 202510
Q4 202502
Q1 202620
Q2 202611

Biggest buyers

Fulton Bank, N.A. Added +29,177+29.2k

Biggest sellers

Coston, McIsaac & Partners Sold out -1,083-1.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fulton Bank, N.A. 0.70% of their portfolio Lancaster, PA 753,383753.4k $23.0m $23.0m 0.70% Added +29.2k +29,177