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 40 institutions that hold shares in the stock, with a total of 4.51 Million shares, which have been reported (via 13F filing form) to have a value of $104 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
19,086
shares
|
$438,596
0.0% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,062
shares
|
$346,124
0.08% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
14,174
shares
|
$325,718
0.0% of portfolio
|
Q3 2025
Added 44.93%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
12,773
shares
|
$293,523
0.0% of portfolio
|
Q3 2025
Added 2.89%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
12,660
shares
|
$290,926
0.12% of portfolio
|
Q3 2025
Added 18.87%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
11,149
shares
|
$256,204
0.06% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
9,829
shares
|
$225,870
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
7,462
shares
|
$171,476
0.02% of portfolio
|
Q3 2025
Added 93.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,649
shares
|
$83,854
0.0% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,848
shares
|
$65,447
0.0% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,150
shares
|
$49,407
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,820
shares
|
$41,823
0.0% of portfolio
|
Q2 2024
Added 12.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,027
shares
|
$23,600
0.0% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
138
shares
|
$3,171
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
|
|