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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Jones Financial Companies Lllp | Buy | +79,911 | +78.9% | 181,169 | $4.11M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +36,980 | +16.4% | 262,570 | $5.96M | Q2 2026 | Aug 14, 2026 |
| Fwg Holdings, Llc | Buy | +33,330 | — | 33,330 | $754.52K | Q2 2026 | Aug 14, 2026 |
| Granite Bay Wealth Management, Llc | Buy | +29,675 | +3.6% | 845,132 | $19.18M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +27,567 | +9.5% | 317,351 | $7.20M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +12,502 | +58.2% | 33,966 | $771.00K | Q2 2026 | Aug 14, 2026 |
| Widmann Financial Services, Inc. | Buy | +12,215 | +74.3% | 28,655 | $650.46K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Buy | +7,384 | +5.8% | 133,940 | $3.04M | Q2 2026 | Aug 14, 2026 |
| Empire Financial Management Company, Llc | Buy | +2,467 | +16.3% | 17,563 | $398.69K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +2,000 | — | 2,000 | $45.40K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +700 | +1.1% | 64,636 | $1.47M | Q2 2026 | Aug 14, 2026 |
| Burk Holdings Llc | Buy | +13,728 | +9.7% | 155,379 | $3.53M | Q2 2026 | Aug 13, 2026 |
| Zacks Investment Management | Sell | -3,373 | -18.6% | 14,743 | $334.66K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +3,352 | +8.6% | 42,539 | $965.62K | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Sell | -157 | -0.1% | 145,931 | $3.31M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +1 | +0.3% | 302 | $6.86K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +33,245 | — | 33,245 | $754.63K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +19,037 | +51.1% | 56,290 | $1.28M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +10,013 | — | 10,013 | $227.29K | Q2 2026 | Aug 12, 2026 |
| Compass Ion Advisors, Llc | Buy | +1,765 | +7.6% | 24,957 | $566.51K | Q2 2026 | Aug 12, 2026 |
| Eldridge Investment Advisors, Inc. | Buy | +62,395 | +11.6% | 601,948 | $13.66M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +116,978 | +11.6% | 1,122,823 | $25.49M | Q2 2026 | Aug 07, 2026 |
| Ptm Wealth Management, Llc | Buy | +57,616 | +11.5% | 558,563 | $12.64M | Q2 2026 | Aug 06, 2026 |
| Uniting Wealth Partners, Llc | Buy | +5,316 | +3.8% | 144,730 | $3.29M | Q2 2026 | Aug 06, 2026 |
| Leading Edge Financial Planning Llc | Sell | -34 | -0.3% | 9,727 | $220.80K | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Buy | +8,550 | +5.7% | 158,475 | $3.60M | Q2 2026 | Aug 05, 2026 |
| Highpoint Advisor Group Llc | Sell | -8,527 | -32.8% | 17,455 | $396.22K | Q2 2026 | Aug 05, 2026 |
| Meridian Wealth Management, Llc | Sell | -5,202 | -8.1% | 59,387 | $1.35M | Q2 2026 | Aug 05, 2026 |
| Beacon Financial Advisory Llc | Buy | +556 | +1.5% | 38,712 | $878.74K | Q2 2026 | Aug 05, 2026 |
| Indivisible Partners | Sell | -6,836 | -34.8% | 12,782 | $290.15K | Q2 2026 | Aug 04, 2026 |
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.