Chicago Partners Investment Group’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
82,150
+1,007
| +1% | +$20.5K | 0.05% | 289 |
|
|
2025
Q1 | $1.64M | Sell |
81,143
-1,005
| -1% | -$20.4K | 0.05% | 269 |
|
|
2024
Q4 | $1.62M | Sell |
82,148
-2,914
| -3% | -$57.6K | 0.05% | 257 |
|
|
2024
Q3 | $1.8M | Buy |
85,062
+5,672
| +7% | +$120K | 0.06% | 235 |
|
|
2024
Q2 | $1.58M | Buy |
79,390
+3,150
| +4% | +$62.5K | 0.06% | 245 |
|
|
2024
Q1 | $1.44M | Sell |
76,240
-2,919
| -4% | -$55.2K | 0.06% | 252 |
|
|
2023
Q4 | $1.47M | Buy |
79,159
+5,369
| +7% | +$100K | 0.07% | 246 |
|
|
2023
Q3 | $1.22M | Sell |
73,790
-2,010
| -3% | -$33.3K | 0.07% | 256 |
|
|
2023
Q2 | $1.33M | Sell |
75,800
-2,320
| -3% | -$40.7K | 0.07% | 247 |
|
|
2023
Q1 | $1.34M | Buy |
78,120
+1,131
| +1% | +$19.4K | 0.08% | 228 |
|
|
2022
Q4 | $1.56M | Sell |
76,989
-7,469
| -9% | -$151K | 0.1% | 201 |
|
|
2022
Q3 | $1.51M | Sell |
84,458
-1,725
| -2% | -$30.9K | 0.11% | 174 |
|
|
2022
Q2 | $1.77M | Buy |
86,183
+423
| +0.5% | +$8.68K | 0.13% | 152 |
|
|
2022
Q1 | $1.75M | Sell |
85,760
-7,469
| -8% | -$153K | 0.13% | 142 |
|
|
2021
Q4 | $2.08M | Buy |
93,229
+6,143
| +7% | +$137K | 0.15% | 139 |
|
|
2021
Q3 | $2.2M | Sell |
87,086
-2,165
| -2% | -$54.6K | 0.15% | 132 |
|
|
2021
Q2 | $2.31M | Buy |
89,251
+3,347
| +4% | +$86.8K | 0.17% | 115 |
|
|
2021
Q1 | $2.18M | Buy |
85,904
+2,766
| +3% | +$70.2K | 0.18% | 110 |
|
|
2020
Q4 | $2M | Sell |
83,138
-1,475
| -2% | -$35.6K | 0.19% | 103 |
|
|
2020
Q3 | $1.87M | Buy |
84,613
+19,123
| +29% | +$422K | 0.22% | 80 |
|
|
2020
Q2 | $1.43M | Buy |
65,490
+883
| +1% | +$19.2K | 0.18% | 98 |
|
|
2020
Q1 | $1.3M | Buy |
64,607
+22,519
| +54% | +$451K | 0.2% | 86 |
|
|
2019
Q4 | $1.08M | Buy |
42,088
+5,444
| +15% | +$139K | 0.13% | 120 |
|
|
2019
Q3 | $927K | Buy |
36,644
+20,568
| +128% | +$520K | 0.13% | 124 |
|
|
2019
Q2 | $383K | Buy |
16,076
+3,011
| +23% | +$71.7K | 0.05% | 222 |
|
|
2019
Q1 | $305K | Buy |
+13,065
| New | +$305K | 0.05% | 239 |
|