JP Morgan Chase
HPF

JP Morgan Chase’s John Hancock Preferred Income Fund II HPF Stock Holding History

JP Morgan Chase’s Portfolio HPF Stock Details HPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$1.86K – 7534
2024
Q3 		$1.86K Hold
100
– – ﹤0.01% 6634
2024
Q2 		$1.7K Hold
100
– – ﹤0.01% 6550
2024
Q1 		$1.65K Sell
100
-8
-7% -$130 ﹤0.01% 6598
2023
Q4 		$1.7K Hold
108
– – ﹤0.01% 6745
2023
Q3 		$1.56K Buy
+108
New +$1.63K ﹤0.01% 6582

Other funds holding HPF

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
APW
Axim Planning & Wealth Springboro, Ohio $82.4M AUM 28.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $188M AUM 14.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase's HPF Position: Q4 2024 in Review

JP Morgan Chase sold out of John Hancock Preferred Income Fund II (HPF) in Q4 2024, closing a stake of 100 shares — an estimated $1.86K sold.

JP Morgan Chase first reported a position in HPF in Q3 2023 and held it in 5 quarters. The position peaked at $1.86K in Q3 2024. 46 funds tracked by Wall St. Rank hold HPF as of Q4 2024.

  • JP Morgan Chase reported no remaining John Hancock Preferred Income Fund II position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 100 John Hancock Preferred Income Fund II shares in Q4 2024, an estimated $1.86K.
  • JP Morgan Chase first reported a position in John Hancock Preferred Income Fund II in Q3 2023 and held it in 5 quarters.
  • JP Morgan Chase's John Hancock Preferred Income Fund II position peaked at $1.86K in Q3 2024.
  • 46 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund II as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.