John Hancock Preferred Incom (JHPI)

CUSIP: 47804J776 | NYSE | 76 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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PTM Wealth Management, LLC589,537

5.4% of portfolio$12.8M

Commonwealth Equity Services, LLC520,337

0.0% of portfolio$11.3M

FFG Retirement Advisors LLC278,713

3.2% of portfolio$6.1M

Robbins Farley173,388

1.4% of portfolio$3.8M

Burk Holdings LLC164,388

1.2% of portfolio$3.6M

Bdfs Capital LLC125,776

1.3% of portfolio$2.7M

Cambridge Investment Research Advisors, Inc.82,464

0.0% of portfolio$1.8K

1620 Investment Advisors, Inc.73,568

1.0% of portfolio$1.6M

Etesian Wealth Advisors, Inc.49,103

0.3% of portfolio$1.1M

Beacon Financial Advisory LLC38,255

0.2% of portfolio$830.5K

Kestra Advisory Services, LLC26,955

0.0% of portfolio$585.2K

Tiller Private Wealth, Inc.23,560

0.2% of portfolio$511.5K

Compass Ion Advisors, LLC22,855

0.0% of portfolio$496.2K

Quad-Cities Investment Group, LLC18,986

0.1% of portfolio$412.2K

Laurel OAK Wealth Management, LLC16,538

0.1% of portfolio$359.0K

Genesis Private Wealth, LLC12,000

0.1% of portfolio$260.5K

Capital Advisors, Ltd. LLC10,794

0.0% of portfolio$234

Spire Wealth Management8,150

0.0% of portfolio$176.9K

Farther Finance Advisors, LLC4,689

0.0% of portfolio$101.8K

Private Trust Co NA1,000

0.0% of portfolio$21.7K

				Style	Turnover	Location	Filed
PTM Wealth Management, LLC	589,537	$12.8M	5.4%	ETF	Low	North Wales, PA	2026-10-23
Commonwealth Equity Services, LLC	520,337	$11.3M	0.0%	ETF	Low	Waltham, MA	2026-11-02
FFG Retirement Advisors LLC	278,713	$6.1M	3.2%	ETF	Medium	Centennial, CO	2026-10-20
Robbins Farley	173,388	$3.8M	1.4%	Core	Medium	Bedford, NH	2026-10-21
Burk Holdings LLC	164,388	$3.6M	1.2%	ETF	Very Low	Tulsa, OK	2026-11-05
Bdfs Capital LLC	125,776	$2.7M	1.3%	ETF	Low	Rehoboth Beach, DE	2026-10-14
Cambridge Investment Research Advisors, Inc.	82,464	$1.8K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
1620 Investment Advisors, Inc.	73,568	$1.6M	1.0%	Value	Low	Plymouth, MA	2026-11-04
Etesian Wealth Advisors, Inc.	49,103	$1.1M	0.3%	ETF	Low	West Linn, OR	2026-10-27
Beacon Financial Advisory LLC	38,255	$830.5K	0.2%	ETF	Low	Cleveland, OH	2026-10-16
Kestra Advisory Services, LLC	26,955	$585.2K	0.0%	Core	Low	Austin, TX	2026-11-02
Tiller Private Wealth, Inc.	23,560	$511.5K	0.2%	ETF	Very Low	Bethlehem, PA	2026-10-26
Compass Ion Advisors, LLC	22,855	$496.2K	0.0%	ETF	Very Low	Conshohocken, PA	2026-10-23
Quad-Cities Investment Group, LLC	18,986	$412.2K	0.1%	Core	Low	Davenport, IA	2026-10-16
Laurel OAK Wealth Management, LLC	16,538	$359.0K	0.1%	Growth	Low	Marlton, NJ	2026-10-19
Genesis Private Wealth, LLC	12,000	$260.5K	0.1%	ETF	Low	Ashburn, VA	2026-11-02
Capital Advisors, Ltd. LLC	10,794	$234	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Spire Wealth Management	8,150	$176.9K	0.0%	Growth	Medium	Mclean, VA	2026-10-30
Farther Finance Advisors, LLC	4,689	$101.8K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Private Trust Co NA	1,000	$21.7K	0.0%	Core	Low	Cleveland, OH	2026-10-20