CAMV
JPI

Concord Asset Management (Virginia)’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Concord Asset Management (Virginia)’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
Q3 		– Sell
-10,605
Closed -$221K – 170
2025
Q2 		$221K Buy
+10,605
New +$212K 0.03% 193

Other funds holding JPI

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

Concord Asset Management (Virginia)'s JPI Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 10,605 shares — an estimated $221K sold.

Concord Asset Management (Virginia) first reported a position in JPI in Q2 2025 and held it in 1 quarter. The position peaked at $221K in Q2 2025. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 10,605 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $221K.
  • Concord Asset Management (Virginia) first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Nuveen Preferred Securities & Income Opportunities Fund position peaked at $221K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.