BI
JPI

Bulldog Investors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Bulldog Investors’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
-85,424
Closed -$1.66M – 144
2024
Q2 		$1.66M Buy
85,424
+35,833
+72% +$686K 0.62% 59
2024
Q1 		$954K Buy
+49,591
New +$928K 0.32% 77

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bulldog Investors's JPI Position: Q3 2024 in Review

Bulldog Investors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2024, closing a stake of 85,424 shares — an estimated $1.66M sold.

Bulldog Investors first reported a position in JPI in Q1 2024 and held it in 2 quarters. The position peaked at $1.66M in Q2 2024. 49 funds tracked by Wall St. Rank hold JPI as of Q3 2024.

  • Bulldog Investors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Bulldog Investors sold 85,424 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2024, an estimated $1.66M.
  • Bulldog Investors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2024 and held it in 2 quarters.
  • Bulldog Investors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $1.66M in Q2 2024.
  • 49 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2024.

Based on Bulldog Investors's 13F filing for Q3 2024, filed 14 Nov 2024.