JP Morgan Chase
HPI

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

JP Morgan Chase’s Portfolio HPI Stock Details HPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-92
Closed -$1.45K – 7599
2023
Q4 		$1.45K Buy
+92
New +$1.33K ﹤0.01% 6775
2023
Q3 		– Sell
-7,554
Closed -$115K – 7571
2023
Q2 		$115K Buy
7,554
+1,146
+18% +$17.1K ﹤0.01% 5403
2023
Q1 		$103K Buy
+6,408
New +$107K ﹤0.01% 5410

Other funds holding HPI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

JP Morgan Chase's HPI Position: Q1 2024 in Review

JP Morgan Chase sold out of John Hancock Preferred Income Fund (HPI) in Q1 2024, closing a stake of 92 shares — an estimated $1.45K sold.

JP Morgan Chase first reported a position in HPI in Q1 2023 and held it in 3 quarters. The position peaked at $115K in Q2 2023. 60 funds tracked by Wall St. Rank hold HPI as of Q1 2024.

  • JP Morgan Chase reported no remaining John Hancock Preferred Income Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 92 John Hancock Preferred Income Fund shares in Q1 2024, an estimated $1.45K.
  • JP Morgan Chase first reported a position in John Hancock Preferred Income Fund in Q1 2023 and held it in 3 quarters.
  • JP Morgan Chase's John Hancock Preferred Income Fund position peaked at $115K in Q2 2023.
  • 60 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.