Among active 13F managers last quarter, 1 opened and 14 added, while 5 reduced; the largest holder to move was Eldridge Investment Advisors, Inc. (+12%).
50 tracked 13F filers disclose a position in JHPI as of the latest SEC 13F filings, a combined $120.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.0M | $22.7M | ▲+55% Added · +358K sh | Q1 2026 | |
| 2 | Eldridge Investment Advisors, Inc. | 602K | $13.7M | ▲+12% Added · +62K sh | Q2 2026 | |
| 3 | PTM Wealth Management, LLC | 559K | $12.6M | ▲+12% Added · +58K sh | Q2 2026 | |
| 4 | Bank Of America Corp | 290K | $6.5M | ▲+13% Added · +34K sh | Q1 2026 | |
| 5 | FFG Retirement Advisors LLC | 234K | $5.3M | ▲+38% Added · +64K sh | Q2 2026 | |
| 6 | Commonwealth Equity Services, LLC | 226K | $5.1M | ▼−0.6% Reduced · −1K sh | Q1 2026 | |
| 7 | Osaic Holdings, Inc. | 226K | $5.1M | ▲+47% Added · +72K sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | 225K | $5.1M | ▲+52% Added · +77K sh | Q2 2026 | |
| 9 | Robbins Farley | 172K | $3.9M | ▲+8.3% Added · +13K sh | Q2 2026 | |
| 10 | Burk Holdings LLC | 155K | $3.5M | ▲+9.7% Added · +14K sh | Q2 2026 | |
| 11 | Sanctuary Advisors, LLC | 146K | $3.3M | ▼−0.1% Reduced · −157 sh | Q2 2026 | |
| 12 | CWM, LLC | 145K | $3.3M | ▲+381% Added · +115K sh | Q1 2026 | |
| 13 | Uniting Wealth Partners, LLC | 145K | $3.3M | ▲+3.8% Added · +5K sh | Q2 2026 | |
| 14 | BDFS Capital LLC | 137K | $3.1M | ▼−7.4% Reduced · −11K sh | Q2 2026 | |
| 15 | Mutual Advisors, LLC | 134K | $3.0M | ▲+5.8% Added · +7K sh | Q2 2026 | |
| 16 | Jones Financial Companies LLLP | 101K | $2.3M | ▲11× Added · +92K sh | Q1 2026 | |
| 17 | 1620 Investment Advisors, Inc. | 67K | $1.5M | ▲+3.8% Added · +2K sh | Q2 2026 | |
| 18 | &Partners | 65K | $1.5M | ▲+1.1% Added · +700 sh | Q2 2026 | |
| 19 | Meridian Wealth Management, LLC | 65K | $1.5M | ▲+1.1% Added · +724 sh | Q1 2026 | |
| 20 | Envestnet Asset Management Inc | 50K | $1.1M | ▲+20% Added · +8K sh | Q1 2026 | |
| 21 | Etesian Wealth Advisors, Inc. | 49K | $1.1M | ▲+4.4% Added · +2K sh | Q2 2026 | |
| 22 | Jane Street Group, LLC | 47K | $1.1M | ▲+51% Added · +16K sh | Q1 2026 | |
| 23 | Rockefeller Capital Management L.P. | 39K | $885K | ▲+1.4% Added · +554 sh | Q1 2026 | |
| 24 | Beacon Financial Advisory LLC | 39K | $879K | ▲+1.4% Added · +556 sh | Q2 2026 | |
| 25 | IFS Group,LLC | 37K | $850K | ▲+2.7% Added · +1K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in JHPI and 14 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 21 funds | $1.9B |
| Nvidia CorpNVDA | 20 funds | $1.5B |
| Microsoft CorpMSFT | 20 funds | $958.6M |
| Alphabet Inc-CL AGOOGL | 20 funds | $887.8M |
| SS SPDR S&P 500 ETF Trust-USSPY | 20 funds | $882.5M |
| Amazon.com IncAMZN | 20 funds | $763.8M |
| Broadcom IncAVGO | 20 funds | $563.4M |
| JPMorgan Chase & CoJPM | 20 funds | $525.6M |
| Alphabet Inc-CL CGOOG | 20 funds | $352.1M |
| Meta Platforms Inc-Class AMETA | 19 funds | $424.1M |
| Walmart IncWMT | 19 funds | $391.5M |
| Procter & Gamble CoPG | 19 funds | $300.8M |
Ranked by how many of JHPI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JHPI.
| Class | 13F holders | Value held |
|---|---|---|
| JHMMmc | 276 funds | $3.5B |
| JHMLmc | 101 funds | $798.8M |
| JHMDmc | 87 funds | $739.6M |
| JHSCMULTIFACTR SML | 80 funds | $536.2M |
| JHPIthis pagePREFERRED INCOME | 50 funds | $120.8M |
| JHEMmc | 39 funds | $744.1M |
| JHMBMORTGAGE BACKED | 34 funds | $186.7M |
| JHCBMF Closed and MF Open | 21 funds | $59.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JHPI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JHPI/capital-change-brief"
Use Arkolith's capital_change_brief for JHPI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JHPI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.