Bellevue Asset Management’s John Hancock Preferred Income ETF JHPI Stock Holding History

Bellevue Asset Management’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
2024 Q1	–	Sell	-391	Closed	-$8.48K	–	462
2023 Q4	$8.48K	Hold	391	–	–	0.01%	268
2023 Q3	$8.11K	Hold	391	–	–	0.01%	268
2023 Q2	$8.2K	Hold	391	–	–	0.01%	278
2023 Q1	$8.25K	Hold	391	–	–	0.01%	286
2022 Q4	$8.45K	Hold	391	–	–	0.01%	280
2022 Q3	$9K	Hold	391	–	–	0.01%	290
2022 Q2	$9K	Buy	+391	New	+$9.12K	0.01%	296

Other funds holding JHPI

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Robbins Farley Bedford, New Hampshire $226M AUM 26.76% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

1IA

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bellevue Asset Management's JHPI Position: Q1 2024 in Review

Bellevue Asset Management sold out of John Hancock Preferred Income ETF (JHPI) in Q1 2024, closing a stake of 391 shares — an estimated $8.48K sold.

Bellevue Asset Management first reported a position in JHPI in Q2 2022 and held it in 7 quarters. The position peaked at $9K in Q3 2022. 20 funds tracked by Wall St. Rank hold JHPI as of Q1 2024.

Bellevue Asset Management reported no remaining John Hancock Preferred Income ETF position as of Q1 2024 after selling out during the quarter.
Bellevue Asset Management sold 391 John Hancock Preferred Income ETF shares in Q1 2024, an estimated $8.48K.
Bellevue Asset Management first reported a position in John Hancock Preferred Income ETF in Q2 2022 and held it in 7 quarters.
Bellevue Asset Management's John Hancock Preferred Income ETF position peaked at $9K in Q3 2022.
20 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q1 2024.

Based on Bellevue Asset Management's 13F filing for Q1 2024, filed 26 Apr 2024.