CoreCap Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

CoreCap 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 Q3	–	Sell	-700	Closed	-$14.6K	–	2879
2025 Q2	$14.6K	Hold	700	–	–	﹤0.01%	1722
2025 Q1	$13.8K	Hold	700	–	–	﹤0.01%	1687
2024 Q4	$13.7K	Hold	700	–	–	﹤0.01%	1665
2024 Q3	$14.6K	Hold	700	–	–	﹤0.01%	1669
2024 Q2	$13.6K	Hold	700	–	–	﹤0.01%	998
2024 Q1	$13.5K	Buy	+700	New	+$13.1K	﹤0.01%	1638
2022 Q4	$13K	Buy	+700	New	+$13K	﹤0.01%	1456
2022 Q3	–	Sell	-700	Closed	-$13K	–	1333
2022 Q2	$13K	Buy	+700	New	+$14.4K	﹤0.01%	1389
2022 Q1	–	Sell	-1,350	Closed	-$35K	–	1334
2021 Q4	$35K	Buy	+1,350	New	+$34K	﹤0.01%	1124

Other funds holding JPI

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

CoreCap Advisors's JPI Position: Q3 2025 in Review

CoreCap Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 700 shares — an estimated $14.6K sold.

CoreCap Advisors first reported a position in JPI in Q4 2021 and held it in 9 quarters. The position peaked at $35K in Q4 2021. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

CoreCap Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
CoreCap Advisors sold 700 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $14.6K.
CoreCap Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2021 and held it in 9 quarters.
CoreCap Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $35K in Q4 2021.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on CoreCap Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.