Blue Trust Inc’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Blue Trust Inc’s Portfolio JPS Stock Details JPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,425	Closed	-$15K	–	2826
2023 Q4	$15K	Hold	2,425	–	–	﹤0.01%	1443
2023 Q3	$15K	Hold	2,425	–	–	﹤0.01%	1281
2023 Q2	$16K	Hold	2,425	–	–	﹤0.01%	1145
2023 Q1	$16K	Hold	2,425	–	–	﹤0.01%	1468
2022 Q4	$16K	Hold	2,425	–	–	﹤0.01%	1387
2022 Q3	$18K	Hold	2,425	–	–	﹤0.01%	1139
2022 Q2	$20K	Buy	+2,425	New	+$18.5K	﹤0.01%	961

Other funds holding JPS

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Blue Trust Inc's JPS Position: Q1 2024 in Review

Blue Trust Inc sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2024, closing a stake of 2,425 shares — an estimated $15K sold.

Blue Trust Inc first reported a position in JPS in Q2 2022 and held it in 7 quarters. The position peaked at $20K in Q2 2022. 2 funds tracked by Wall St. Rank hold JPS as of Q1 2024.

Blue Trust Inc reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2024 after selling out during the quarter.
Blue Trust Inc sold 2,425 Nuveen Preferred & Income Securities Fund shares in Q1 2024, an estimated $15K.
Blue Trust Inc first reported a position in Nuveen Preferred & Income Securities Fund in Q2 2022 and held it in 7 quarters.
Blue Trust Inc's Nuveen Preferred & Income Securities Fund position peaked at $20K in Q2 2022.
2 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2024.

Based on Blue Trust Inc's 13F filing for Q1 2024, filed 1 May 2024.