Rockefeller Capital Management’s John Hancock Preferred Income ETF JHPI Stock Holding History

Rockefeller Capital 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
2026 Q2	$966K	Buy	42,539 +3,352	+9%	+$76.8K	﹤0.01%	1721
2026 Q1	$885K	Buy	39,187 +554	+1%	+$12.8K	﹤0.01%	1665
2025 Q4	$882K	Buy	38,633 +316	+0.8%	+$7.29K	﹤0.01%	1605
2025 Q3	$888K	Buy	38,317 +196	+0.5%	+$4.49K	﹤0.01%	1474
2025 Q2	$859K	Sell	38,121 -5,057	-12%	-$112K	﹤0.01%	1381
2025 Q1	$968K	Buy	43,178 +1,378	+3%	+$31.2K	﹤0.01%	1275
2024 Q4	$942K	Buy	+41,800	New	+$965K	﹤0.01%	1270
2023 Q4	–	Sell	-218,605	Closed	-$4.53M	–	1574
2023 Q3	$4.53M	Buy	+218,605	New	+$4.61M	0.02%	594

Other funds holding JHPI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

EIA

Eldridge Investment Advisors Manchester, New Hampshire $505M AUM 19.88% 1-Year Est. Return

PWM

PTM Wealth Management North Wales, United States $222M AUM 25.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FRA

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rockefeller Capital Management's JHPI Position: Q2 2026 in Review

Rockefeller Capital Management increased its John Hancock Preferred Income ETF (JHPI) stake by 8.6% in Q2 2026, buying an estimated $76.8K and bringing the position to 42,539 shares worth $966K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Rockefeller Capital Management first reported a position in JHPI in Q3 2023 and has held it in 8 quarters since. The position peaked at $4.53M in Q3 2023. 55 funds tracked by Wall St. Rank hold JHPI as of Q2 2026.

Rockefeller Capital Management held 42,539 shares of John Hancock Preferred Income ETF worth $966K as of Q2 2026.
Rockefeller Capital Management bought 3,352 John Hancock Preferred Income ETF shares in Q2 2026, an estimated $76.8K.
John Hancock Preferred Income ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1721 holding.
Rockefeller Capital Management first reported a position in John Hancock Preferred Income ETF in Q3 2023 and has held it in 8 quarters since.
Rockefeller Capital Management's John Hancock Preferred Income ETF position peaked at $4.53M in Q3 2023.
55 funds tracked by Wall St. Rank held John Hancock Preferred Income ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.