JVMIX JH III DISC MID CAP VAL-I
FollowDISC VAL MCP I (fund)
3 managers (3 13F filers) reported a position in JVMIX shares at 2025-03-31, 697,543 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 3
- 13F filers
- 3
- New
- 1
- Added
- 2
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 697,543
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 697,009 | $18.5M | 0.75% | +4,298 | 13F-HRTimeline |
| PSI Advisors, LLC | 291 | $7.72K | <0.01% | new | 13F-HRTimeline |
| Coston, McIsaac & Partners | 243 | $6K | <0.01% | +194 | 13F-HRTimeline |