Cambridge Investment Research Advisors
JPI

Cambridge Investment Research Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		– Sell
-15,227
Closed -$300K – 3697
2025
Q1 		$300K Sell
15,227
-1,040
-6% -$20.7K ﹤0.01% 2862
2024
Q4 		$319K Buy
16,267
+1,250
+8% +$25.9K ﹤0.01% 2785
2024
Q3 		$313K Buy
+15,017
New +$297K ﹤0.01% 2805

Other funds holding JPI

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors's JPI Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2025, closing a stake of 15,227 shares — an estimated $300K sold.

Cambridge Investment Research Advisors first reported a position in JPI in Q3 2024 and held it in 3 quarters. The position peaked at $319K in Q4 2024. 53 funds tracked by Wall St. Rank hold JPI as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 15,227 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2025, an estimated $300K.
  • Cambridge Investment Research Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2024 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $319K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.