John Hancock Preferred IncomJHPIETF

13F holders, Q2 2025 (June 30)
34holders +5
5new positions
1sold out
$22.54avg. 13F price*

At the end of Q2 2025, 34 institutions reported holding John Hancock Preferred Incom (JHPI) in their 13F filings, up 5 from Q1 2025. 5 opened new positions and 1 sold out. The largest holders were Granite Bay Wealth Management, LLC ($14.6M), Eldridge Investment Advisors, Inc. ($11.2M) and LPL Financial LLC ($7.9M).

Company
John Hancock Preferred Incom
CUSIP
47804J776
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 20Q1 2024Q2 2024: 23Q2 2024Q3 2024: 24Q3 2024Q4 2024: 24Q4 2024Q1 2025: 29Q1 2025Q2 2025: 34Q2 2025Q3 2025: 39Q3 2025Q4 2025: 48Q4 2025Q1 2026: 54Q1 2026Q2 2026: 55Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions5$4.6M
Exits1$801K

All 13F filers, Q1 2025 → Q2 2025: 688,857 shares bought and 209,173 shares sold, net +479,684 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 34 holders

Granite Bay Wealth Management, LLC 4.68% Add +9.7% 646,152 $14.6M
Eldridge Investment Advisors, Inc. 2.34% Add +8.8% 496,370 $11.2M
LPL Financial LLC 0.00% Add +379.2% 352,628 $7.9M
Commonwealth Equity Services, LLC 0.01% Reduce -1.4% 216,344 $4.9M
Bank of America Corp. 0.00% Add +10.3% 205,497 $4.6M
Manufacturers Life Insurance Company, The 0.00% Reduce -21.9% 160,066 $3.6M
Sanctuary Advisors, LLC 0.02% Add +23.6% 145,668 $3.3M
Private Advisor Group, LLC 0.02% New 145,413 $3.3M
Robbins Farley 1.27% Add +3.3% 120,883 $2.7M
Janney Montgomery Scott LLC 0.01% Add +4.1% 89,975 $2.0M
Osaic Holdings, Inc. 0.00% Add +109.7% 59,760 $1.3M
1620 Investment Advisors, Inc. 0.94% Add +4.6% 57,308 $1.3M
Zacks Investment Management 0.01% Reduce -48.7% 46,949 $1.1M
Atria Investments, Inc 0.01% Reduce -61.2% 44,643 $1.0M
Rockefeller Capital Management L.P. 0.00% Reduce -11.7% 38,121 $859K
Beacon Financial Advisory LLC 0.21% Add +1.4% 36,646 $826K
HighTower Advisors, LLC 0.00% Add +53.2% 35,093 $791K
Etesian Wealth Advisors, Inc. 0.22% New 26,135 $589K
Quad-Cities Investment Group, LLC 0.22% Add +6.4% 21,535 $486K
NewEdge Advisors, LLC 0.00% New 20,050 $452K
J.W. Cole Advisors, Inc. 0.01% Add +15.3% 19,222 $433K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.9% 17,975 $405K
Empire Financial Management Company, LLC 0.09% Add +13.8% 14,148 $319K
Cwm, LLC 0.00% Reduce -26.3% 12,414 $280K
Leading Edge Financial Planning LLC 0.07% Add +7.4% 11,185 $252K
Stonebridge Financial Planning Group, LLC 0.10% Add +14.7% 10,650 $240K
Envestnet Asset Management Inc. 0.00% New 9,780 $220K
Capital Advisors, Ltd. LLC 0.01% Add +0.3% 3,863 $87K
Farther Finance Advisors, LLC 0.00% Reduce -20.7% 3,758 $85K
Morgan Stanley 0.00% No change 2,899 $65K
Harbour Investments, Inc. 0.00% No change 1,820 $41K
ORG Partners LLC 0.01% New 1,500 $34K
EverSource Wealth Advisors, LLC 0.00% No change 1,219 $27K
Global Retirement Partners, LLC 0.00% — 1,015 $23K

"% of holder's portfolio" is JHPI's weight in each manager's 13F, not the share of John Hancock Preferred Incom the manager owns.