Northwestern Mutual Wealth Management
JHPI icon

Northwestern Mutual Wealth Management’s John Hancock Preferred Income ETF JHPI Stock Holding History

Northwestern Mutual Wealth 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
2025
Q1 		– Sell
-1,007
Closed -$22.7K – 3808
2024
Q4 		$22.7K Buy
+1,007
New +$23.2K ﹤0.01% 2463

Other funds holding JHPI

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
RF
Robbins Farley Bedford, New Hampshire $226M AUM 26.76% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Northwestern Mutual Wealth Management's JHPI Position: Q1 2025 in Review

Northwestern Mutual Wealth Management sold out of John Hancock Preferred Income ETF (JHPI) in Q1 2025, closing a stake of 1,007 shares — an estimated $22.7K sold.

Northwestern Mutual Wealth Management first reported a position in JHPI in Q4 2024 and held it in 1 quarter. The position peaked at $22.7K in Q4 2024. 29 funds tracked by Wall St. Rank hold JHPI as of Q1 2025.

  • Northwestern Mutual Wealth Management reported no remaining John Hancock Preferred Income ETF position as of Q1 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 1,007 John Hancock Preferred Income ETF shares in Q1 2025, an estimated $22.7K.
  • Northwestern Mutual Wealth Management first reported a position in John Hancock Preferred Income ETF in Q4 2024 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's John Hancock Preferred Income ETF position peaked at $22.7K in Q4 2024.
  • 29 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q1 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.