BBPWM
JPI

Blue Bell Private Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Blue Bell Private Wealth Management’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
Q2 		– Sell
-3,800
Closed -$73.1K – 727
2024
Q1 		$73.1K Buy
+3,800
New +$71.1K 0.02% 298

Other funds holding JPI

AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Blue Bell Private Wealth Management's JPI Position: Q2 2024 in Review

Blue Bell Private Wealth Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2024, closing a stake of 3,800 shares — an estimated $73.1K sold.

Blue Bell Private Wealth Management first reported a position in JPI in Q1 2024 and held it in 1 quarter. The position peaked at $73.1K in Q1 2024. 71 funds tracked by Wall St. Rank hold JPI as of Q2 2024.

  • Blue Bell Private Wealth Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 3,800 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2024, an estimated $73.1K.
  • Blue Bell Private Wealth Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2024 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $73.1K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.