Chesapeake Asset Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Chesapeake Asset 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	-200	Closed	-$3.85K	–	353
2024 Q1	$3.85K	Hold	200	–	–	﹤0.01%	258
2023 Q4	$3.66K	Hold	200	–	–	﹤0.01%	325
2023 Q3	$3.43K	Hold	200	–	–	﹤0.01%	345
2023 Q2	$3.36K	Hold	200	–	–	﹤0.01%	335
2023 Q1	$3.53K	Buy	+200	New	+$3.81K	﹤0.01%	323

Other funds holding JPI

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

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Chesapeake Asset Management's JPI Position: Q2 2024 in Review

Chesapeake Asset Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2024, closing a stake of 200 shares — an estimated $3.85K sold.

Chesapeake Asset Management first reported a position in JPI in Q1 2023 and held it in 5 quarters. The position peaked at $3.85K in Q1 2024. 71 funds tracked by Wall St. Rank hold JPI as of Q2 2024.

Chesapeake Asset Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
Chesapeake Asset Management sold 200 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2024, an estimated $3.85K.
Chesapeake Asset Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2023 and held it in 5 quarters.
Chesapeake Asset Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $3.85K in Q1 2024.
71 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2024.

Based on Chesapeake Asset Management's 13F filing for Q2 2024, filed 5 Jan 2026.