JOHN HANCOCK PREFERRED INCOM (JHPI) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $130.15M 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 $22.71M in its March 31, 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 $22.98M, representing an estimated gain of +1.19% 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
53
Total Reported Value
$130.15M
Largest Holder
Lpl Financial Llc
Largest Position
$22.71M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
57
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% | 1,005,845 | $22,711,984 | $22,982,351 | +$270,367 | +1.19% | |
| Granite Bay Wealth Management, Llc | 3.92% | 815,457 | $18,398,022 | $18,632,214 | +$234,192 | +1.27% | |
| Eldridge Investment Advisors, Inc. | 2.67% | 539,553 | $12,183,104 | $12,328,139 | +$145,035 | +1.19% | |
| Ptm Wealth Management, Llc | 6.03% | 500,947 | $11,381,527 | $11,446,038 | +$64,511 | +0.57% | |
| Bank Of America Corp | 0.00% | 289,784 | $6,543,323 | $6,621,217 | +$77,894 | +1.19% | |
| Commonwealth Equity Services, Llc | 0.01% | 225,940 | $5,101,720 | $5,162,458 | +$60,738 | +1.19% | |
| Osaic Holdings, Inc. | 0.01% | 225,590 | $5,094,222 | $5,154,461 | +$60,239 | +1.18% | |
| Ffg Retirement Advisors Llc | 2.23% | 169,963 | $3,837,764 | $3,883,451 | +$45,687 | +1.19% | |
| Robbins Farley | 1.59% | 158,882 | $3,587,556 | $3,630,263 | +$42,707 | +1.19% | |
| Private Advisor Group, Llc | 0.02% | 148,584 | $3,355,007 | $3,394,966 | +$39,959 | +1.19% | |
| Bdfs Capital Llc | 1.61% | 148,215 | $3,346,702 | $3,386,535 | +$39,833 | +1.19% | |
| Sanctuary Advisors, Llc | 0.02% | 146,088 | $3,298,667 | $3,337,935 | +$39,268 | +1.19% | |
| Cwm, Llc | 0.01% | 145,307 | $3,281,042 | $3,320,091 | +$39,049 | +1.19% | |
| Burk Holdings Llc | 1.37% | 141,651 | $3,198,470 | $3,236,555 | +$38,085 | +1.19% | |
| Uniting Wealth Partners, Llc | 0.67% | 139,414 | $3,147,968 | $3,185,443 | +$37,475 | +1.19% | |
| Mutual Advisors, Llc | 0.06% | 126,556 | $2,857,634 | $2,891,653 | +$34,019 | +1.19% | |
| Jones Financial Companies Lllp | 0.00% | 101,258 | $2,276,290 | $2,313,624 | +$37,334 | +1.64% | |
| 1620 Investment Advisors, Inc. | 0.99% | 64,970 | $1,467,040 | $1,484,487 | +$17,447 | +1.19% | |
| Meridian Wealth Management, Llc | 0.05% | 64,589 | $1,458,415 | $1,475,781 | +$17,366 | +1.19% | |
| &Partners | 0.01% | 63,936 | $1,443,666 | $1,460,861 | +$17,195 | +1.19% | |
| Envestnet Asset Management Inc | 0.00% | 49,711 | $1,122,465 | $1,135,837 | +$13,372 | +1.19% | |
| Etesian Wealth Advisors, Inc. | 0.34% | 47,304 | $1,068,124 | $1,080,840 | +$12,716 | +1.19% | |
| Jane Street Group, Llc | 0.00% | 47,035 | $1,062,050 | $1,074,693 | +$12,643 | +1.19% | |
| Rockefeller Capital Management L.P. | 0.00% | 39,187 | $884,850 | $895,376 | +$10,526 | +1.19% | |
| Beacon Financial Advisory Llc | 0.19% | 38,156 | $861,563 | $871,819 | +$10,256 | +1.19% | |
| Cetera Investment Advisers | 0.00% | 37,253 | $841,175 | $851,186 | +$10,011 | +1.19% | |
| Ifs Group,Llc | 0.73% | 36,450 | $823,041 | $832,839 | +$9,798 | +1.19% | |
| Hightower Advisors, Llc | 0.00% | 35,271 | $796,430 | $805,900 | +$9,470 | +1.19% | |
| Highpoint Advisor Group Llc | 0.02% | 25,982 | $586,666 | $593,658 | +$6,992 | +1.19% | |
| Compass Ion Advisors, Llc | 0.05% | 23,192 | $523,676 | $529,909 | +$6,233 | +1.19% | |
| Quad-Cities Investment Group, Llc | 0.20% | 22,065 | $498,228 | $504,159 | +$5,931 | +1.19% | |
| Indivisible Partners | 0.04% | 19,618 | $442,972 | $448,248 | +$5,276 | +1.19% | |
| Zacks Investment Management | 0.00% | 18,116 | $409,059 | $413,929 | +$4,870 | +1.19% | |
| Widmann Financial Services, Inc. | 0.22% | 16,440 | $371,215 | $375,634 | +$4,419 | +1.19% | |
| Empire Financial Management Company, Llc | 0.08% | 15,096 | $340,872 | $344,925 | +$4,053 | +1.19% | |
| Laurel Oak Wealth Management, Llc | 0.05% | 13,422 | $303,069 | $306,677 | +$3,608 | +1.19% | |
| Stonebridge Financial Planning Group, Llc | 0.11% | 12,684 | $286,410 | $289,814 | +$3,404 | +1.19% | |
| Genesis Private Wealth, Llc | 0.09% | 12,000 | $270,960 | $274,186 | +$3,226 | +1.19% | |
| Leading Edge Financial Planning Llc | 0.05% | 9,761 | $220,404 | $223,027 | +$2,623 | +1.19% | |
| Spire Wealth Management | 0.01% | 8,150 | $184,027 | $186,218 | +$2,191 | +1.19% | |
| Farther Finance Advisors, Llc | 0.00% | 5,289 | $119,690 | $120,847 | +$1,157 | +0.97% | |
| International Assets Investment Management, Llc | 0.01% | 3,305 | $74,792 | $75,515 | +$723 | +0.97% | |
| Harbour Investments, Inc. | 0.00% | 1,820 | $41,096 | $41,585 | +$489 | +1.19% | |
| Allworth Financial Lp | 0.00% | 824 | $18,606 | $18,827 | +$221 | +1.19% | |
| Mai Capital Management | 0.00% | 471 | $10,636 | $10,762 | +$126 | +1.18% | |
| Morgan Stanley | 0.00% | 301 | $6,809 | $6,877 | +$68 | +1.01% | |
| Janney Montgomery Scott Llc | 0.01% | 149,925 | $3,385 | $3,425,606 | +$3,422,221 | +101099.60% | |
| Sound Income Strategies, Llc | 0.00% | 138 | $3,123 | $3,153 | +$30 | +0.96% | |
| Natixis Advisors, Llc | 0.00% | 21,464 | $485 | $490,427 | +$489,942 | +101018.90% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 20,124 | $454 | $459,809 | +$459,355 | +101179.57% |
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.