CWP
JPI

Concord Wealth Partners’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Concord Wealth Partners’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 – 861
2025
Q2 		$221K Buy
10,605
+260
+3% +$5.2K 0.03% 193
2025
Q1 		$203K Buy
10,345
+203
+2% +$4.05K 0.03% 192
2024
Q4 		$199K Buy
10,142
+323
+3% +$6.68K 0.03% 198
2024
Q3 		$204K Buy
9,819
+145
+1% +$2.87K 0.03% 200
2024
Q2 		$188K Buy
9,674
+147
+2% +$2.81K 0.03% 200
2024
Q1 		$183K Buy
9,527
+98
+1% +$1.83K 0.03% 214
2023
Q4 		$172K Buy
9,429
+211
+2% +$3.64K 0.03% 216
2023
Q3 		$158K Buy
9,218
+155
+2% +$2.67K 0.03% 217
2023
Q2 		$152K Buy
9,063
+164
+2% +$2.76K 0.03% 221
2023
Q1 		$157K Buy
8,899
+103
+1% +$1.96K 0.04% 193
2022
Q4 		$163K Buy
+8,796
New +$163K 0.05% 180
2022
Q3 		– Sell
-8,395
Closed -$161K – 667
2022
Q2 		$161K Buy
8,395
+153
+2% +$3.14K 0.04% 188
2022
Q1 		$181K Buy
8,242
+92
+1% +$2.14K 0.05% 193
2021
Q4 		$211K Buy
+8,150
New +$205K 0.05% 179

Other funds holding JPI

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Concord Wealth Partners's JPI Position: Q3 2025 in Review

Concord Wealth Partners 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 Wealth Partners first reported a position in JPI in Q4 2021 and held it in 14 quarters. The position peaked at $221K in Q2 2025. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

  • Concord Wealth Partners reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 10,605 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $221K.
  • Concord Wealth Partners first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2021 and held it in 14 quarters.
  • Concord Wealth Partners'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 Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.