John Hancock Preferred IncomJHPIETF

13F holders, Q4 2025 (December 31)
48holders +9
10new positions
2sold out
$22.84avg. 13F price*

At the end of Q4 2025, 48 institutions reported holding John Hancock Preferred Incom (JHPI) in their 13F filings, up 9 from Q3 2025. 10 opened new positions and 2 sold out. The largest holders were Granite Bay Wealth Management, LLC ($17.6M), LPL Financial LLC ($14.8M) and Eldridge Investment Advisors, Inc. ($12.3M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions10$3.5M
Exits2$6.8M

All 13F filers, Q3 2025 → Q4 2025: 625,002 shares bought and 907,501 shares sold, net −282,499 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 48 holders

Granite Bay Wealth Management, LLC 4.26% Add +8.8% 769,129 $17.6M
LPL Financial LLC 0.00% Add +31.4% 648,267 $14.8M
Eldridge Investment Advisors, Inc. 2.72% Add +6.8% 540,006 $12.3M
Bank of America Corp. 0.00% Add +13.0% 255,965 $5.8M
Commonwealth Equity Services, LLC 0.01% Add +9.7% 227,329 $5.2M
Janney Montgomery Scott LLC 0.01% Add +8.5% 171,175 $3.9M
FFG Retirement Advisors LLC 2.41% Reduce -0.4% 170,131 $3.9M
Private Advisor Group, LLC 0.02% Reduce -79.4% 156,402 $3.6M
Robbins Farley 1.60% Add +6.0% 154,121 $3.5M
Osaic Holdings, Inc. 0.01% Add +35.8% 153,684 $3.5M
Sanctuary Advisors, LLC 0.02% Add +0.2% 149,657 $3.4M
BDFS Capital LLC 1.70% — 147,236 $3.4M
Burk Holdings LLC 1.44% Add +7.6% 132,223 $3.0M
Meridian Wealth Management, LLC 0.05% Add +15.2% 63,865 $1.5M
1620 Investment Advisors, Inc. 0.95% Add +5.7% 62,456 $1.4M
&partners 0.01% New 59,230 $1.4M
Etesian Wealth Advisors, Inc. 0.33% Add +19.7% 46,563 $1.1M
Envestnet Asset Management Inc. 0.00% Add +192.7% 41,484 $947K
Rockefeller Capital Management L.P. 0.00% Add +0.8% 38,633 $882K
Beacon Financial Advisory LLC 0.20% Add +2.0% 37,833 $864K
HighTower Advisors, LLC 0.00% Add +2.4% 35,626 $814K
Jane Street Group, LLC 0.00% New 31,246 $714K
Cwm, LLC 0.00% Add +136.6% 30,217 $690K
NewEdge Advisors, LLC 0.00% Add +11.8% 27,507 $628K
Zacks Investment Management 0.00% Reduce -16.7% 24,685 $564K
Cetera Investment Advisers 0.00% Add +135.5% 23,150 $529K
Principal Securities, Inc. 0.01% New 22,477 $513K
J.W. Cole Advisors, Inc. 0.01% Add +16.4% 22,429 $512K
Quad-Cities Investment Group, LLC 0.20% Add +0.9% 21,661 $495K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.1% 19,103 $436K
Indivisible Partners 0.04% — 17,114 $391K
Empire Financial Management Company, LLC 0.07% Add +0.2% 15,086 $345K
Stonebridge Financial Planning Group, LLC 0.10% Add +0.1% 12,677 $290K
Genesis Private Wealth, LLC 0.09% New 12,000 $274K
Compass Ion Advisors, LLC 0.03% New 11,539 $264K
Capital Advisors, Ltd. LLC 0.03% Add +47.1% 10,974 $251K
Leading Edge Financial Planning LLC 0.05% Reduce -16.0% 9,361 $214K
Jones Financial Companies LLLP 0.00% New 8,875 $203K
Spire Wealth Management 0.01% Add +279.1% 8,150 $186K
Farther Finance Advisors, LLC 0.00% Add +114.5% 7,829 $179K
International Assets Investment Management, LLC 0.01% New 3,305 $75K
Kestra Advisory Services, LLC 0.00% New 2,104 $48K
Harbour Investments, Inc. 0.00% No change 1,820 $42K
Global Retirement Partners, LLC 0.00% Add +2.0% 1,048 $24K
Allworth Financial LP 0.00% New 388 $9K
Assetmark, Inc. 0.00% New 310 $7K
Morgan Stanley 0.00% Reduce -89.4% 302 $7K
Sound Income Strategies, LLC 0.00% No change 138 $3K

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