Purchases and Sales Made in Q2 2025 in John Hancock ETF Preferred Inc (JHPI)
This table provides information about the institutional ownership of John Hancock ETF Preferred Inc (JHPI) during Q2 2025. The information is specifically focused on institutions that hold shares of JOHN HANCOCK ETF PREFERRED INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
279K+ 379.17% |
$6.07M - $6.31M
|
353K
$8.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
145KNew |
$3.16M - $3.29M
|
145K
$3.37M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
56.9K+ 9.66% |
$1.24M - $1.29M
|
646K
$15M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
26.1KNew |
$569K - $591K
|
26.1K
$606K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.9K+ 66.58% |
$520K - $541K
|
59.8K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.1KNew |
$436K - $454K
|
20.1K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.2K+ 10.31% |
$418K - $435K
|
205K
$4.77M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 53.16% |
$265K - $276K
|
35.1K
$814K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.78KNew |
$213K - $221K
|
9.78K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.38K+ 25.89% |
$161K - $167K
|
35.9K
$832K
|
|
|
Jul 17, 2025
Q2 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
3.89K+ 3.33% |
$84.7K - $88.1K
|
121K
$2.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.52K+ 4.07% |
$76.5K - $79.5K
|
90K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.55K+ 15.27% |
$55.4K - $57.6K
|
19.2K
$446K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
2.53K+ 4.63% |
$55.1K - $57.3K
|
57.3K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.72K+ 13.84% |
$37.4K - $38.9K
|
14.1K
$328K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$32.6K - $33.9K
|
1.5K
$34.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.37K+ 14.74% |
$29.8K - $31K
|
10.7K
$247K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.3K+ 6.4% |
$28.2K - $29.3K
|
21.5K
$500K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.02KNew |
$22.1K - $23K
|
1.02K
$23.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1K+ 5.89% |
$21.8K - $22.6K
|
18K
$417K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
771+ 7.4% |
$16.8K - $17.4K
|
11.2K
$259K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
525+ 1.45% |
$11.4K - $11.9K
|
36.6K
$850K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 0.34% |
$283 - $294
|
3.86K
$89.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-979- 20.67% |
$21.3K - $22.2K
|
3.76K
$87.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.09K- 1.41% |
$67.2K - $69.8K
|
216K
$5.02M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4.43K- 26.28% |
$96.3K - $100K
|
12.4K
$288K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.06K- 11.71% |
$110K - $114K
|
38.1K
$884K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-44.5K- 48.67% |
$969K - $1.01M
|
46.9K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-45K- 21.94% |
$979K - $1.02M
|
160K
$3.71M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-70.4K- 61.18% |
$1.53M - $1.59M
|
44.6K
$1.04M
|