JOHN HANCOCK PREFERRED INCOM (JHPI) Institutional Shareholders
JOHN HANCOCK PREFERRED INCOM (JHPI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $155.39M in JHPI holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of JHPI tracked by InsiderSet, reporting ownership valued at approximately $25.49M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $24.98M, representing an estimated loss of -1.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed JHPI value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Granite Bay Wealth Management, Llc, Eldridge Investment Advisors, Inc., and several other long-term asset managers with concentrated positions in JOHN HANCOCK PREFERRED INCOM (JHPI).
This page ranks the largest institutional JHPI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
54
Total Reported Value
$155.39M
Largest Holder
Lpl Financial Llc
Largest Position
$25.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 1,122,823 | $25,487,624 | $24,982,812 | -$504,812 | -1.98% | |
| Granite Bay Wealth Management, Llc | 2.25% | 845,132 | $19,184,000 | $18,804,187 | -$379,813 | -1.98% | |
| Eldridge Investment Advisors, Inc. | 2.71% | 601,948 | $13,663,975 | $13,393,343 | -$270,632 | -1.98% | |
| Ptm Wealth Management, Llc | 5.70% | 558,563 | $12,644,868 | $12,428,027 | -$216,841 | -1.71% | |
| Commonwealth Equity Services, Llc | 0.01% | 465,439 | $10,565,293 | $10,356,018 | -$209,275 | -1.98% | |
| Bank Of America Corp | 0.00% | 317,351 | $7,203,868 | $7,061,060 | -$142,808 | -1.98% | |
| Osaic Holdings, Inc. | 0.01% | 262,570 | $5,960,897 | $5,842,183 | -$118,715 | -1.99% | |
| Ffg Retirement Advisors Llc | 2.81% | 233,827 | $5,307,775 | $5,202,651 | -$105,124 | -1.98% | |
| Private Advisor Group, Llc | 0.02% | 225,421 | $5,116,961 | $5,015,617 | -$101,344 | -1.98% | |
| Jones Financial Companies Lllp | 0.00% | 181,169 | $4,105,283 | $4,031,010 | -$74,273 | -1.81% | |
| Robbins Farley | 1.50% | 172,059 | $3,905,671 | $3,828,313 | -$77,358 | -1.98% | |
| Janney Montgomery Scott Llc | 0.01% | 158,475 | $3,597,000 | $3,526,069 | -$70,931 | -1.97% | |
| Burk Holdings Llc | 1.30% | 155,379 | $3,527,036 | $3,457,183 | -$69,853 | -1.98% | |
| Sanctuary Advisors, Llc | 0.02% | 145,931 | $3,312,575 | $3,246,965 | -$65,610 | -1.98% | |
| Uniting Wealth Partners, Llc | 0.67% | 144,730 | $3,285,313 | $3,220,243 | -$65,071 | -1.98% | |
| Cwm, Llc | 0.01% | 145,307 | $3,281,042 | $3,233,081 | -$47,961 | -1.46% | |
| Bdfs Capital Llc | 1.35% | 137,265 | $3,115,854 | $3,054,146 | -$61,708 | -1.98% | |
| Mutual Advisors, Llc | 0.06% | 133,940 | $3,040,396 | $2,980,165 | -$60,231 | -1.98% | |
| 1620 Investment Advisors, Inc. | 0.95% | 67,434 | $1,530,747 | $1,500,407 | -$30,341 | -1.98% | |
| &Partners | 0.01% | 64,636 | $1,467,213 | $1,438,151 | -$29,062 | -1.98% | |
| Meridian Wealth Management, Llc | 0.04% | 59,387 | $1,348,062 | $1,321,361 | -$26,701 | -1.98% | |
| Cetera Investment Advisers | 0.00% | 56,290 | $1,277,771 | $1,252,453 | -$25,319 | -1.98% | |
| Envestnet Asset Management Inc | 0.00% | 52,816 | $1,198,904 | $1,175,156 | -$23,748 | -1.98% | |
| Etesian Wealth Advisors, Inc. | 0.33% | 49,408 | $1,121,541 | $1,099,328 | -$22,213 | -1.98% | |
| Rockefeller Capital Management L.P. | 0.00% | 42,539 | $965,624 | $946,493 | -$19,131 | -1.98% | |
| Beacon Financial Advisory Llc | 0.17% | 38,712 | $878,740 | $861,342 | -$17,398 | -1.98% | |
| Ifs Group,Llc | 1.17% | 37,450 | $850,101 | $833,263 | -$16,839 | -1.98% | |
| Natixis Advisors, Llc | 0.00% | 33,966 | $771,000 | $755,744 | -$15,257 | -1.98% | |
| Newedge Advisors, Llc | 0.00% | 33,245 | $754,631 | $739,701 | -$14,930 | -1.98% | |
| Fwg Holdings, Llc | 0.26% | 33,330 | $754,523 | $741,593 | -$12,931 | -1.71% | |
| Widmann Financial Services, Inc. | 0.35% | 28,655 | $650,457 | $637,574 | -$12,883 | -1.98% | |
| J.W. Cole Advisors, Inc. | 0.01% | 24,967 | $566,750 | $555,516 | -$11,234 | -1.98% | |
| Compass Ion Advisors, Llc | 0.05% | 24,957 | $566,514 | $555,293 | -$11,221 | -1.98% | |
| Quad-Cities Investment Group, Llc | 0.18% | 22,538 | $511,604 | $501,471 | -$10,134 | -1.98% | |
| Empire Financial Management Company, Llc | 0.16% | 17,563 | $398,689 | $390,777 | -$7,912 | -1.98% | |
| Highpoint Advisor Group Llc | 0.01% | 17,455 | $396,216 | $388,374 | -$7,842 | -1.98% | |
| Tiller Private Wealth, Inc. | 0.11% | 15,499 | $351,822 | $344,853 | -$6,969 | -1.98% | |
| Zacks Investment Management | 0.00% | 14,743 | $334,660 | $328,032 | -$6,628 | -1.98% | |
| Laurel Oak Wealth Management, Llc | 0.05% | 14,160 | $321,426 | $315,060 | -$6,366 | -1.98% | |
| Indivisible Partners | 0.02% | 12,782 | $290,152 | $284,400 | -$5,753 | -1.98% | |
| Capital Advisors, Ltd. Llc | 0.03% | 12,613 | $286,000 | $280,639 | -$5,361 | -1.87% | |
| Stonebridge Financial Planning Group, Llc | 0.09% | 12,014 | $272,711 | $267,312 | -$5,400 | -1.98% | |
| Genesis Private Wealth, Llc | 0.08% | 12,000 | $272,395 | $267,000 | -$5,395 | -1.98% | |
| Stifel Financial Corp | 0.00% | 10,013 | $227,294 | $222,789 | -$4,505 | -1.98% | |
| Leading Edge Financial Planning Llc | 0.04% | 9,727 | $220,801 | $216,426 | -$4,375 | -1.98% | |
| Spire Wealth Management | 0.01% | 8,150 | $185,002 | $181,338 | -$3,665 | -1.98% | |
| Farther Finance Advisors, Llc | 0.00% | 5,289 | $120,058 | $117,680 | -$2,378 | -1.98% | |
| International Assets Investment Management, Llc | 0.00% | 3,305 | $75,172 | $73,536 | -$1,636 | -2.18% | |
| Wells Fargo & Company/Mn | 0.00% | 2,000 | $45,399 | $44,500 | -$899 | -1.98% | |
| Harbour Investments, Inc. | 0.00% | 1,820 | $41,313 | $40,495 | -$818 | -1.98% |
Frequently asked questions about JHPI
Who owns the most JHPI stock?
The largest holders of JHPI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JOHN HANCOCK PREFERRED INCOM (JHPI).
Is JHPI widely held by superinvestors?
Many widely followed stocks like JHPI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JHPI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.