BCMLT
JPI

Beacon Capital Management LLC (Tennessee)’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025
Q3 		– Sell
-2,379
Closed -$49.5K – 605
2025
Q2 		$49.5K Hold
2,379
– – 0.01% 334
2025
Q1 		$46.8K Hold
2,379
– – 0.01% 324
2024
Q4 		$46.6K Hold
2,379
– – 0.01% 314
2024
Q3 		$49.5K Sell
2,379
-5,625
-70% -$111K 0.01% 327
2024
Q2 		$156K Hold
8,004
– – 0.03% 124
2024
Q1 		$154K Sell
8,004
-2
-0% -$37 0.03% 126
2023
Q4 		$137K Sell
8,006
-19
-0.2% -$328 0.04% 118
2023
Q3 		$135K Hold
8,025
– – 0.04% 122
2023
Q2 		$135K Hold
8,025
– – 0.04% 122
2023
Q1 		$141K Hold
8,025
– – 0.04% 106
2022
Q4 		$149K Hold
8,025
– – 0.05% 113
2022
Q3 		$154K Hold
8,025
– – 0.05% 102
2022
Q2 		$177K Hold
8,025
– – 0.04% 107
2022
Q1 		$177K Buy
+8,025
New +$187K 0.04% 107

Other funds holding JPI

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s JPI Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 2,379 shares — an estimated $49.5K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in JPI in Q1 2022 and held it in 14 quarters. The position peaked at $177K in Q2 2022. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 2,379 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $49.5K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Nuveen Preferred Securities & Income Opportunities Fund position peaked at $177K in Q2 2022.
  • 1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.