JHPI Institutional Ownership & Shareholders
JOHN HANCOCK PREFERRED INCOM (JHPI) is currently held by 52 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $156.20M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $24.32M, representing an estimated loss of -4.58% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% 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
52
Total Reported Value
$156.20M
Largest Holder
Lpl Financial Llc
Largest Position
$25.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
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 | $24,320,346 | -$1,167,278 | -4.58% | |
| Granite Bay Wealth Management, Llc | 2.25% | 845,132 | $19,184,000 | $18,305,559 | -$878,441 | -4.58% | |
| Eldridge Investment Advisors, Inc. | 2.71% | 601,948 | $13,663,975 | $13,038,194 | -$625,781 | -4.58% | |
| Ptm Wealth Management, Llc | 5.45% | 589,537 | $12,825,376 | $12,769,371 | -$56,005 | -0.44% | |
| Commonwealth Equity Services, Llc | 0.01% | 520,337 | $11,296,520 | $11,270,499 | -$26,021 | -0.23% | |
| Bank Of America Corp | 0.00% | 317,351 | $7,203,868 | $6,873,823 | -$330,045 | -4.58% | |
| Ffg Retirement Advisors Llc | 3.22% | 278,713 | $6,050,852 | $6,036,924 | -$13,928 | -0.23% | |
| Osaic Holdings, Inc. | 0.01% | 262,570 | $5,960,897 | $5,687,266 | -$273,631 | -4.59% | |
| Private Advisor Group, Llc | 0.02% | 225,421 | $5,116,961 | $4,882,619 | -$234,342 | -4.58% | |
| Jones Financial Companies Lllp | 0.00% | 181,169 | $4,105,283 | $3,924,121 | -$181,162 | -4.41% | |
| Robbins Farley | 1.44% | 173,388 | $3,764,254 | $3,755,584 | -$8,670 | -0.23% | |
| Janney Montgomery Scott Llc | 0.01% | 158,475 | $3,597,000 | $3,432,569 | -$164,432 | -4.57% | |
| Burk Holdings Llc | 1.30% | 155,379 | $3,527,036 | $3,365,509 | -$161,527 | -4.58% | |
| Sanctuary Advisors, Llc | 0.02% | 145,931 | $3,312,575 | $3,160,865 | -$151,710 | -4.58% | |
| Uniting Wealth Partners, Llc | 0.67% | 144,730 | $3,285,313 | $3,134,852 | -$150,461 | -4.58% | |
| Cwm, Llc | 0.01% | 145,307 | $3,281,042 | $3,147,350 | -$133,692 | -4.07% | |
| Mutual Advisors, Llc | 0.06% | 133,940 | $3,040,396 | $2,901,140 | -$139,256 | -4.58% | |
| Bdfs Capital Llc | 1.35% | 125,776 | $2,730,587 | $2,724,308 | -$6,279 | -0.23% | |
| 1620 Investment Advisors, Inc. | 1.00% | 73,568 | $1,597,153 | $1,593,483 | -$3,670 | -0.23% | |
| &Partners | 0.01% | 64,636 | $1,467,213 | $1,400,016 | -$67,197 | -4.58% | |
| Meridian Wealth Management, Llc | 0.04% | 59,387 | $1,348,062 | $1,286,322 | -$61,740 | -4.58% | |
| Cetera Investment Advisers | 0.00% | 56,290 | $1,277,771 | $1,219,241 | -$58,530 | -4.58% | |
| Envestnet Asset Management Inc | 0.00% | 52,816 | $1,198,904 | $1,143,995 | -$54,909 | -4.58% | |
| Etesian Wealth Advisors, Inc. | 0.31% | 49,103 | $1,066,027 | $1,063,571 | -$2,456 | -0.23% | |
| Rockefeller Capital Management L.P. | 0.00% | 42,539 | $965,624 | $921,395 | -$44,229 | -4.58% | |
| Ifs Group,Llc | 1.17% | 37,450 | $850,101 | $811,167 | -$38,934 | -4.58% | |
| Beacon Financial Advisory Llc | 0.16% | 38,255 | $830,514 | $828,603 | -$1,911 | -0.23% | |
| Natixis Advisors, Llc | 0.00% | 33,966 | $771,000 | $735,704 | -$35,296 | -4.58% | |
| Newedge Advisors, Llc | 0.00% | 33,245 | $754,631 | $720,087 | -$34,544 | -4.58% | |
| Fwg Holdings, Llc | 0.26% | 33,330 | $754,523 | $721,928 | -$32,595 | -4.32% | |
| Widmann Financial Services, Inc. | 0.35% | 28,655 | $650,457 | $620,667 | -$29,790 | -4.58% | |
| Kestra Advisory Services, Llc | 0.00% | 26,955 | $585,203 | $583,845 | -$1,358 | -0.23% | |
| J.W. Cole Advisors, Inc. | 0.01% | 24,967 | $566,750 | $540,785 | -$25,965 | -4.58% | |
| Tiller Private Wealth, Inc. | 0.16% | 23,560 | $511,488 | $510,310 | -$1,178 | -0.23% | |
| Compass Ion Advisors, Llc | 0.04% | 22,855 | $496,183 | $495,039 | -$1,144 | -0.23% | |
| Quad-Cities Investment Group, Llc | 0.15% | 18,986 | $412,186 | $411,237 | -$949 | -0.23% | |
| Empire Financial Management Company, Llc | 0.16% | 17,563 | $398,689 | $380,415 | -$18,274 | -4.58% | |
| Highpoint Advisor Group Llc | 0.01% | 17,455 | $396,216 | $378,075 | -$18,141 | -4.58% | |
| Laurel Oak Wealth Management, Llc | 0.05% | 16,538 | $359,040 | $358,213 | -$827 | -0.23% | |
| Zacks Investment Management | 0.00% | 14,743 | $334,660 | $319,333 | -$15,327 | -4.58% | |
| Stonebridge Financial Planning Group, Llc | 0.09% | 12,014 | $272,711 | $260,223 | -$12,488 | -4.58% | |
| Genesis Private Wealth, Llc | 0.07% | 12,000 | $260,520 | $259,920 | -$600 | -0.23% | |
| Stifel Financial Corp | 0.00% | 10,013 | $227,294 | $216,882 | -$10,412 | -4.58% | |
| Spire Wealth Management | 0.01% | 8,150 | $176,937 | $176,529 | -$408 | -0.23% | |
| Farther Finance Advisors, Llc | 0.00% | 4,689 | $101,798 | $101,564 | -$234 | -0.23% | |
| Wells Fargo & Company/Mn | 0.00% | 2,000 | $45,399 | $43,320 | -$2,079 | -4.58% | |
| Harbour Investments, Inc. | 0.00% | 1,820 | $41,313 | $39,421 | -$1,892 | -4.58% | |
| Private Trust Co Na | 0.00% | 1,000 | $21,710 | $21,660 | -$50 | -0.23% | |
| Allworth Financial Lp | 0.00% | 824 | $18,705 | $17,848 | -$857 | -4.58% | |
| Morgan Stanley | 0.00% | 302 | $6,857 | $6,541 | -$316 | -4.60% |
Frequently asked questions about JHPI
Who are the largest institutional holders of JHPI?
The largest institutional holders of JHPI reported in the latest SEC Form 13F filings include Lpl Financial Llc, Granite Bay Wealth Management, Llc, Eldridge Investment Advisors, Inc., Ptm Wealth Management, Llc, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported JHPI position.
What is JHPI institutional ownership?
This page tracks JHPI positions reported by institutional investment managers through SEC Form 13F. JOHN HANCOCK PREFERRED INCOM (JHPI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JHPI?
InsiderSet currently tracks 52 institutional managers reporting JHPI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JHPI shareholders.
How much JHPI stock do institutions own?
Institutional investment managers disclosed approximately $156.20M in JHPI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JHPI institutional ownership last updated?
The latest JHPI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JHPI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JHPI position after the reporting date.
Are institutions buying or selling JHPI?
Institutional buying and selling can be analyzed by comparing JHPI positions across consecutive 13F reporting periods. InsiderSet's JHPI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JHPI ownership changes.
How has JHPI institutional ownership changed over time?
InsiderSet tracks JHPI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.