BWP
JPI

Baldwin Wealth Partners’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Baldwin Wealth Partners’s Portfolio JPI Stock Details JPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$1.95K – 1131
2024
Q2 		$1.95K Buy
+100
New +$1.92K ﹤0.01% 661

Other funds holding JPI

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baldwin Wealth Partners's JPI Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2024, closing a stake of 100 shares — an estimated $1.95K sold.

Baldwin Wealth Partners first reported a position in JPI in Q2 2024 and held it in 1 quarter. The position peaked at $1.95K in Q2 2024. 49 funds tracked by Wall St. Rank hold JPI as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 100 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2024, an estimated $1.95K.
  • Baldwin Wealth Partners first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $1.95K in Q2 2024.
  • 49 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.