Latest Institutional Transactions on John Hancock ETF Preferred Inc (JHPI)
This table provides information on the latest institutional transactions involving John Hancock ETF Preferred Inc (JHPI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
187+ 0.87% |
$4.28K - $4.37K
|
21.7K
$498K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
6K+ 279.07% |
$137K - $140K
|
8.15K
$187K
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-664- 0.39% |
$15.2K - $15.5K
|
170K
$3.91M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
12KNew |
$275K - $280K
|
12K
$276K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
31.5K+ 26.78% |
$711K - $739K
|
149K
$3.43M
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.01K+ 18.87% |
$45.3K - $47.1K
|
12.7K
$291K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
196+ 0.51% |
$4.42K - $4.59K
|
38.3K
$881K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.4K+ 89.31% |
$1.2M - $1.25M
|
113K
$2.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
20K+ 12.49% |
$451K - $468K
|
180K
$4.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
914+ 6.46% |
$20.6K - $21.4K
|
15.1K
$346K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 10.27% |
$476K - $494K
|
227K
$5.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51- 1.76% |
$1.15K - $1.19K
|
2.85K
$65.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.83KNew |
$222K - $230K
|
9.83K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-17.3K- 36.91% |
$391K - $406K
|
29.6K
$681K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.57K+ 22.77% |
$103K - $107K
|
24.6K
$566K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
49.4K+ 10.83% |
$1.11M - $1.16M
|
505K
$11.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.11K+ 6.18% |
$25K - $26K
|
19.1K
$439K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
141K+ 39.88% |
$3.17M - $3.29M
|
493K
$11.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Burk Holdings LLC
Tulsa, OK |
BUY
|
- |
123KNew |
$2.77M - $2.88M
|
123K
$2.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-36- 0.32% |
$811 - $843
|
11.1K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
613K+ 421.75% |
$13.8M - $14.4M
|
759K
$17.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
32.5KNew |
$731K - $760K
|
32.5K
$746K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
115KNew |
$2.6M - $2.7M
|
115K
$2.65M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-300- 0.85% |
$6.76K - $7.03K
|
34.8K
$800K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.39K+ 44.93% |
$99K - $103K
|
14.2K
$326K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40+ 0.21% |
$902 - $937
|
19.3K
$443K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
55.4KNew |
$1.25M - $1.3M
|
55.4K
$1.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
446+ 1.22% |
$10.1K - $10.4K
|
37.1K
$852K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
67.8K+ 75.3% |
$1.53M - $1.59M
|
158K
$3.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
12.8K+ 48.79% |
$287K - $299K
|
38.9K
$894K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.16K- 4.23% |
$207K - $215K
|
207K
$4.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 1.18% |
$270 - $281
|
1.03K
$23.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.6K+ 93.17% |
$81.1K - $84.3K
|
7.46K
$171K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
24.5K+ 20.24% |
$551K - $573K
|
145K
$3.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
60.5K+ 9.36% |
$1.36M - $1.42M
|
707K
$16.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
359+ 2.89% |
$8.09K - $8.41K
|
12.8K
$294K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-109- 2.9% |
$2.46K - $2.55K
|
3.65K
$83.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
138New |
$3.11K - $3.23K
|
138
$3.17K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.78K+ 3.1% |
$40.1K - $41.7K
|
59.1K
$1.36M
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-70.4K- 61.18% |
$1.53M - $1.59M
|
44.6K
$1.03M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.5KNew |
$32.6K - $33.9K
|
1.5K
$34.5K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.9K+ 261.35% |
$575K - $591K
|
35.8K
$822K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.22KNew |
$27.1K - $27.9K
|
1.22K
$28K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.01KNew |
$22.6K - $23.5K
|
1.01K
$23.1K
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-831- 1.61% |
$18.7K - $19.4K
|
50.7K
$1.16M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
51New |
$1.14K - $1.2K
|
51
$1.17K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
300New |
$6.57K - $6.77K
|
300
$6.89K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 12.35% |
$4.38K - $4.51K
|
1.82K
$41.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-78- 5.95% |
$1.71K - $1.76K
|
1.23K
$28.3K
|
|