JCCIX β€” JHancock Small Cap Core Fund

Ownership history in 55I, LLC  Β·  1 quarter on record

AI Ownership Summary

55I, LLC reported JHancock Small Cap Core Fund (JCCIX) in 1 quarterly 13F filing .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JCCIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 55I, LLC's position in JHancock Small Cap Core Fund, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
1 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 55I, LLC held JCCIX β€” position size vs. price
% of Fund (quarterly)    JCCIX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding JCCIX

As of 2025 Q4 β€” sorted by position size

Garton & Associates Financial Advisors LLC 0.08%

FAQ About 55I, LLC and JCCIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has 55I, LLC reported owning JCCIX?

55I, LLC reported JCCIX across 0 quarterly 13F filings.

What was the largest reported JCCIX position in 55I, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for JCCIX in 55I, LLC.

What is the latest reported JCCIX position on this page?

The most recent filing on this page is 2022 Q2, when 55I, LLC reported 177,955 shares, equal to 0.07% of portfolio, with an estimated market value of $2.4M.

What does the chart on this JCCIX ownership page compare?

The chart compares 55I, LLC's quarterly JCCIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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