JOHN HANCOCK PREFERRED INCOM (JHPI) Institutional Ownership Changes & 13F Activity

JOHN HANCOCK PREFERRED INCOM (JHPI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Jones Financial Companies Lllp, Eldridge Investment Advisors, Inc., Ptm Wealth Management, Llc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Jones Financial Companies LllpBuy+79,911+78.9%181,169$4.11MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+36,980+16.4%262,570$5.96MQ2 2026Aug 14, 2026
Fwg Holdings, LlcBuy+33,33033,330$754.52KQ2 2026Aug 14, 2026
Granite Bay Wealth Management, LlcBuy+29,675+3.6%845,132$19.18MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+27,567+9.5%317,351$7.20MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+12,502+58.2%33,966$771.00KQ2 2026Aug 14, 2026
Widmann Financial Services, Inc.Buy+12,215+74.3%28,655$650.46KQ2 2026Aug 14, 2026
Mutual Advisors, LlcBuy+7,384+5.8%133,940$3.04MQ2 2026Aug 14, 2026
Empire Financial Management Company, LlcBuy+2,467+16.3%17,563$398.69KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+2,0002,000$45.40KQ2 2026Aug 14, 2026
&PartnersBuy+700+1.1%64,636$1.47MQ2 2026Aug 14, 2026
Burk Holdings LlcBuy+13,728+9.7%155,379$3.53MQ2 2026Aug 13, 2026
Zacks Investment ManagementSell-3,373-18.6%14,743$334.66KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+3,352+8.6%42,539$965.62KQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcSell-157-0.1%145,931$3.31MQ2 2026Aug 13, 2026
Morgan StanleyBuy+1+0.3%302$6.86KQ2 2026Aug 13, 2026
Newedge Advisors, LlcBuy+33,24533,245$754.63KQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+19,037+51.1%56,290$1.28MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+10,01310,013$227.29KQ2 2026Aug 12, 2026
Compass Ion Advisors, LlcBuy+1,765+7.6%24,957$566.51KQ2 2026Aug 12, 2026
Eldridge Investment Advisors, Inc.Buy+62,395+11.6%601,948$13.66MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+116,978+11.6%1,122,823$25.49MQ2 2026Aug 07, 2026
Ptm Wealth Management, LlcBuy+57,616+11.5%558,563$12.64MQ2 2026Aug 06, 2026
Uniting Wealth Partners, LlcBuy+5,316+3.8%144,730$3.29MQ2 2026Aug 06, 2026
Leading Edge Financial Planning LlcSell-34-0.3%9,727$220.80KQ2 2026Aug 06, 2026
Janney Montgomery Scott LlcBuy+8,550+5.7%158,475$3.60MQ2 2026Aug 05, 2026
Highpoint Advisor Group LlcSell-8,527-32.8%17,455$396.22KQ2 2026Aug 05, 2026
Meridian Wealth Management, LlcSell-5,202-8.1%59,387$1.35MQ2 2026Aug 05, 2026
Beacon Financial Advisory LlcBuy+556+1.5%38,712$878.74KQ2 2026Aug 05, 2026
Indivisible PartnersSell-6,836-34.8%12,782$290.15KQ2 2026Aug 04, 2026
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Frequently asked questions about JHPI activity

  • Which institutional owners are buying JHPI?

    Institutional owners buying JHPI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JHPI activity?

    "Buy" means an investor increased their reported position in JHPI compared to the prior reporting period. This reflects growing exposure to JOHN HANCOCK PREFERRED INCOM (JHPI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JHPI increasing?

    Institutional interest in JHPI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.