JP Morgan Chase
HPS

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

JP Morgan Chase’s Portfolio HPS Stock Details HPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-15
Closed -$259 – 7535
2024
Q3 		$259 Buy
+15
New +$243 ﹤0.01% 6878
2024
Q1 		– Sell
-26,615
Closed -$376K – 7600
2023
Q4 		$376K Buy
26,615
+26,599
+166,244% +$345K ﹤0.01% 4971
2023
Q3 		$213 Sell
16
-38
-70% -$527 ﹤0.01% 6836
2023
Q2 		$757 Sell
54
-10,006
-99% -$138K ﹤0.01% 6494
2023
Q1 		$147K Buy
+10,060
New +$150K ﹤0.01% 5248

Other funds holding HPS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

JP Morgan Chase sold out of John Hancock Preferred Income Fund III (HPS) in Q4 2024, closing a stake of 15 shares — an estimated $259 sold.

JP Morgan Chase first reported a position in HPS in Q1 2023 and held it in 5 quarters. The position peaked at $376K in Q4 2023. 72 funds tracked by Wall St. Rank hold HPS as of Q4 2024.

  • JP Morgan Chase reported no remaining John Hancock Preferred Income Fund III position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 15 John Hancock Preferred Income Fund III shares in Q4 2024, an estimated $259.
  • JP Morgan Chase first reported a position in John Hancock Preferred Income Fund III in Q1 2023 and held it in 5 quarters.
  • JP Morgan Chase's John Hancock Preferred Income Fund III position peaked at $376K in Q4 2023.
  • 72 funds tracked by Wall St. Rank held John Hancock Preferred Income Fund III as of Q4 2024.

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