AssetMark Inc
JHPI icon

AssetMark Inc’s John Hancock Preferred Income ETF JHPI Stock Holding History

AssetMark Inc’s Portfolio JHPI Stock Details JHPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3
Closed -$68 – 3841
2026
Q2 		$68 Hold
3
– – ﹤0.01% 3496
2026
Q1 		$68 Sell
3
-307
-99% -$7.07K ﹤0.01% 3395
2025
Q4 		$7.08K Buy
+310
New +$7.15K ﹤0.01% 2351

Other funds holding JHPI

PTM Wealth Management
PTM Wealth Management North Wales, United States $235M AUM 18.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
FFG Retirement Advisors
FFG Retirement Advisors Centennial, Colorado $188M AUM 8.64% 1-Year Est. Return
Robbins Farley
Robbins Farley Bedford, New Hampshire $262M AUM 19.14% 1-Year Est. Return
BDFS Capital
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Etesian Wealth Advisors
Etesian Wealth Advisors West Linn, Oregon $344M AUM 10.68% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Tiller Private Wealth
Tiller Private Wealth Bethlehem, Pennsylvania $320M AUM 14.86% 1-Year Est. Return

AssetMark Inc's JHPI Position: Q3 2026 in Review

AssetMark Inc sold out of John Hancock Preferred Income ETF (JHPI) in Q3 2026, closing a stake of 3 shares — an estimated $68 sold.

AssetMark Inc first reported a position in JHPI in Q4 2025 and held it in 3 quarters. The position peaked at $7.08K in Q4 2025. 18 funds tracked by Wall St. Rank hold JHPI as of Q3 2026.

  • AssetMark Inc reported no remaining John Hancock Preferred Income ETF position as of Q3 2026 after selling out during the quarter.
  • AssetMark Inc sold 3 John Hancock Preferred Income ETF shares in Q3 2026, an estimated $68.
  • AssetMark Inc first reported a position in John Hancock Preferred Income ETF in Q4 2025 and held it in 3 quarters.
  • AssetMark Inc's John Hancock Preferred Income ETF position peaked at $7.08K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.