Institutional Ownership John Hancock ETF Preferred Inc (JHPI)
This table provides information about the institutional ownership of John Hancock ETF Preferred Inc (JHPI). We have compiled data on the 37 institutions that hold shares in the stock, with a total of 3.25 Million shares, which have been reported (via 13F filing form) to have a value of $75.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
11,185
shares
|
$259,492
0.07% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
10,650
shares
|
$247,080
0.1% of portfolio
|
Q2 2025
Added 14.74%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
9,780
shares
|
$226,896
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
7,462
shares
|
$173,118
0.02% of portfolio
|
Q3 2025
Added 93.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,649
shares
|
$84,656
0.0% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,899
shares
|
$67,256
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,820
shares
|
$42,224
0.0% of portfolio
|
Q2 2024
Added 12.35%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,500
shares
|
$34,800
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,219
shares
|
$28,280
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,027
shares
|
$23,826
0.0% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
138
shares
|
$3,201
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|