JOHN HANCOCK PREFERRED INCOM JHPI
$22.76
+0.1% 52w: $21.13 – $22.85
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data21.1321.9922.85
Jun 20, 2025 Jul 2, 2026
Institutional holders
54
+6 QoQ
13F value
$135.5M
+34.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JHPI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.0M | $22.7M | 0.0% | +55.2% |
| Granite Bay Wealth Management, LLC | Wealth advisor | 815.5K | $18.4M | 3.9% | +6.0% |
| Eldridge Investment Advisors, Inc. | Wealth advisor | 539.6K | $12.2M | 2.7% | -0.1% |
| PTM WEALTH MANAGEMENT, LLC | Wealth advisor | 500.9K | $11.4M | 6.0% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 289.8K | $6.5M | 0.0% | +13.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 225.9K | $5.1M | 0.0% | -0.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 225.6K | $5.1M | 0.0% | +46.8% |
| FFG RETIREMENT ADVISORS LLC | Wealth advisor | 170.0K | $3.8M | 2.2% | -0.1% |
| Robbins Farley | Other | 158.9K | $3.6M | 1.6% | +3.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 149.9K | $3.4M | 0.0% | -12.4% |
| Private Advisor Group, LLC | Wealth advisor | 148.6K | $3.4M | 0.0% | -5.0% |
| BDFS Capital LLC | Wealth advisor | 148.2K | $3.3M | 1.6% | +0.7% |
| Sanctuary Advisors, LLC | Wealth advisor | 146.1K | $3.3M | 0.0% | -2.4% |
| CWM, LLC | Wealth advisor | 145.3K | $3.3M | 0.0% | +380.9% |
| Burk Holdings LLC | Wealth advisor | 141.7K | $3.2M | 1.4% | +7.1% |
| Uniting Wealth Partners, LLC | Wealth advisor | 139.4K | $3.1M | 0.7% | New |
| Mutual Advisors, LLC | Wealth advisor | 126.6K | $2.9M | 0.1% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 101.3K | $2.3M | 0.0% | +1040.9% |
| 1620 INVESTMENT ADVISORS, INC. | Other | 65.0K | $1.5M | 1.0% | +4.0% |
| Meridian Wealth Management, LLC | Other | 64.6K | $1.5M | 0.1% | +1.1% |
| &PARTNERS | Diversified mechanical | 63.9K | $1.4M | 0.0% | +7.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 49.7K | $1.1M | 0.0% | +19.8% |
| Etesian Wealth Advisors, Inc. | Wealth advisor | 47.3K | $1.1M | 0.3% | +1.6% |
| JANE STREET GROUP, LLC | Market maker | 47.0K | $1.1M | 0.0% | +50.5% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 39.2K | $885K | 0.0% | +1.4% |
| Beacon Financial Advisory LLC | Wealth advisor | 38.2K | $862K | 0.2% | +0.9% |
| Cetera Investment Advisers | Wealth advisor | 37.3K | $841K | 0.0% | +60.9% |
| IFS Group,LLC | Wealth advisor | 36.5K | $823K | 0.7% | — |
| HighTower Advisors, LLC | Diversified mechanical | 35.3K | $796K | 0.0% | -1.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 33.2K | $751K | 0.0% | +20.8% |
| HighPoint Advisor Group LLC | Wealth advisor | 26.0K | $587K | 0.0% | New |
| Compass Ion Advisors, LLC | Wealth advisor | 23.2K | $524K | 0.0% | +101.0% |
| Quad-Cities Investment Group, LLC | Wealth advisor | 22.1K | $498K | 0.2% | +1.9% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 21.5K | $485K | 0.0% | New |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 20.1K | $454K | 0.0% | +5.3% |
| Indivisible Partners | Other | 19.6K | $443K | 0.0% | +14.6% |
| ZACKS INVESTMENT MANAGEMENT | Other | 18.1K | $409K | 0.0% | -26.6% |
| Widmann Financial Services, Inc. | Other | 16.4K | $371K | 0.2% | New |
| Empire Financial Management Company, LLC | Other | 15.1K | $341K | 0.1% | +0.1% |
| LAUREL OAK WEALTH MANAGEMENT, LLC | Wealth advisor | 13.4K | $303K | 0.1% | New |
| Stonebridge Financial Planning Group, LLC | Wealth advisor | 12.7K | $286K | 0.1% | +0.1% |
| Capital Advisors, Ltd. LLC | Wealth advisor | 12.6K | $284K | 0.0% | +14.8% |
| GENESIS PRIVATE WEALTH, LLC | Wealth advisor | 12.0K | $271K | 0.1% | Held |
| Leading Edge Financial Planning LLC | Wealth advisor | 9.8K | $220K | 0.0% | +4.3% |
| Spire Wealth Management | Wealth advisor | 8.2K | $184K | 0.0% | Held |
| Farther Finance Advisors, LLC | Wealth advisor | 5.3K | $120K | 0.0% | -32.4% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Diversified mechanical | 3.3K | $75K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 1.8K | $41K | 0.0% | Held |
| Allworth Financial LP | Wealth advisor | 824 | $19K | 0.0% | +112.4% |
| MAI Capital Management | Wealth advisor | 471 | $11K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.