John Hancock Preferred IncomJHPIETF
13F holders, Q1 2025 (March 31)29holders +5
7new positions
2sold out
$22.41avg. 13F price*
At the end of Q1 2025, 29 institutions reported holding John Hancock Preferred Incom (JHPI) in their 13F filings, up 5 from Q4 2024. 7 opened new positions and 2 sold out. The largest holders were Granite Bay Wealth Management, LLC ($13.2M), Eldridge Investment Advisors, Inc. ($10.2M) and Commonwealth Equity Services, LLC ($4.9M).
- Company
- John Hancock Preferred Incom
- CUSIP
- 47804J776
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $12.0M |
| Exits | 2 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 954,281 shares bought and 277,316 shares sold, net +676,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 29 holders
| Granite Bay Wealth Management, LLC | 4.59% | Add +8.0% | 589,250 | $13.2M |
| Eldridge Investment Advisors, Inc. | 2.35% | New | 456,017 | $10.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1013.4% | 219,430 | $4.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -52.3% | 205,061 | $4.6M |
| Bank of America Corp. | 0.00% | Add +9.0% | 186,293 | $4.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +17.5% | 117,809 | $2.6M |
| Robbins Farley | 1.39% | Reduce -0.3% | 116,992 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +19.6% | 115,006 | $2.6M |
| Zacks Investment Management | 0.02% | Add +2.2% | 91,460 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +7.4% | 86,460 | $1.9M |
| LPL Financial LLC | 0.00% | Add +564.7% | 73,591 | $1.6M |
| 1620 Investment Advisors, Inc. | 0.96% | Add +5.0% | 54,774 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.3% | 43,178 | $968K |
| Beacon Financial Advisory LLC | 0.25% | Add +1.0% | 36,121 | $809K |
| Jane Street Group, LLC | 0.00% | Add +261.4% | 35,756 | $801K |
| Osaic Holdings, Inc. | 0.00% | Add +61.2% | 28,496 | $639K |
| HighTower Advisors, LLC | 0.00% | New | 22,912 | $513K |
| Quad-Cities Investment Group, LLC | 0.22% | Add +0.9% | 20,240 | $454K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 16,975 | $380K |
| Cwm, LLC | 0.00% | Add +206.0% | 16,840 | $377K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 16,675 | $374K |
| Empire Financial Management Company, LLC | 0.09% | Add +29.9% | 12,428 | $279K |
| Leading Edge Financial Planning LLC | 0.07% | New | 10,414 | $233K |
| Stonebridge Financial Planning Group, LLC | 0.10% | New | 9,282 | $208K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -3.4% | 4,737 | $106K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +0.1% | 3,850 | $86K |
| Morgan Stanley | 0.00% | Reduce -1.0% | 2,899 | $65K |
| Harbour Investments, Inc. | 0.00% | No change | 1,820 | $41K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1,219 | $27K |
"% of holder's portfolio" is JHPI's weight in each manager's 13F, not the share of John Hancock Preferred Incom the manager owns.