Curi RMB Capital’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-11,114
| Closed | -$233K | – | 719 |
|
|
2025
Q2 | $233K | Hold |
11,114
| – | – | ﹤0.01% | 628 |
|
|
2025
Q1 | $220K | Buy |
+11,114
| New | +$222K | 0.01% | 461 |
|
|
2024
Q2 | – | Sell |
-13,659
| Closed | -$263K | – | 549 |
|
|
2024
Q1 | $263K | Hold |
13,659
| – | – | 0.01% | 511 |
|
|
2023
Q4 | $250K | Hold |
13,659
| – | – | 0.01% | 466 |
|
|
2023
Q3 | $235K | Buy |
13,659
+884
| +7% | +$15.2K | 0.01% | 459 |
|
|
2023
Q2 | $214K | Hold |
12,775
| – | – | 0.01% | 481 |
|
|
2023
Q1 | $225K | Hold |
12,775
| – | – | 0.01% | 460 |
|
|
2022
Q4 | $237K | Sell |
12,775
-2,690
| -17% | -$49.8K | 0.01% | 442 |
|
|
2022
Q3 | $285K | Sell |
15,465
-2,979
| -16% | -$59.1K | 0.01% | 411 |
|
|
2022
Q2 | $354K | Sell |
18,444
-13,628
| -42% | -$280K | 0.01% | 396 |
|
|
2022
Q1 | $705K | Hold |
32,072
| – | – | 0.02% | 294 |
|
|
2021
Q4 | $830K | Hold |
32,072
| – | – | 0.03% | 301 |
|
|
2021
Q3 | $795K | Hold |
32,072
| – | – | 0.03% | 301 |
|
|
2021
Q2 | $818K | Sell |
32,072
-1,042
| -3% | -$26.4K | 0.03% | 298 |
|
|
2021
Q1 | $828K | Sell |
33,114
-1,662
| -5% | -$40.3K | 0.03% | 286 |
|
|
2020
Q4 | $856K | Buy |
34,776
+1,580
| +5% | +$36.5K | 0.03% | 340 |
|
|
2020
Q3 | $730K | Sell |
33,196
-245
| -0.7% | -$5.48K | 0.03% | 356 |
|
|
2020
Q2 | $757K | Sell |
33,441
-8,625
| -21% | -$175K | 0.03% | 342 |
|
|
2020
Q1 | $766K | Sell |
42,066
-5,625
| -12% | -$133K | 0.04% | 325 |
|
|
2019
Q4 | $1.23M | Sell |
47,691
-973
| -2% | -$24.4K | 0.03% | 338 |
|
|
2019
Q3 | $1.2M | Sell |
48,664
-4,843
| -9% | -$117K | 0.03% | 365 |
|
|
2019
Q2 | $1.27M | Sell |
53,507
-14,045
| -21% | -$326K | 0.03% | 384 |
|
|
2019
Q1 | $1.52M | Sell |
67,552
-5,204
| -7% | -$114K | 0.04% | 390 |
|
|
2018
Q4 | $1.47M | Sell |
72,756
-62,684
| -46% | -$1.34M | 0.04% | 421 |
|
|
2018
Q3 | $3.07M | Buy |
135,440
+747
| +0.6% | +$17.3K | 0.07% | 285 |
|
|
2018
Q2 | $3.12M | Sell |
134,693
-8,997
| -6% | -$213K | 0.07% | 282 |
|
|
2018
Q1 | $3.41M | Sell |
143,690
-10,533
| -7% | -$252K | 0.09% | 295 |
|
|
2017
Q4 | $3.82M | Buy |
+154,223
| New | +$3.88M | 0.1% | 275 |
|
|
2017
Q3 | – | Sell |
-60,683
| Closed | -$1.49M | – | 746 |
|
|
2017
Q2 | $1.49M | Buy |
+60,683
| New | +$1.5M | 0.04% | 400 |
|
|
2017
Q1 | – | Sell |
-17,376
| Closed | -$398K | – | 586 |
|
|
2016
Q4 | $398K | Buy |
+17,376
| New | +$407K | 0.02% | 340 |
|
Other funds holding JPI
Curi RMB Capital's JPI Position: Q3 2025 in Review
Curi RMB Capital sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 11,114 shares — an estimated $233K sold.
Curi RMB Capital first reported a position in JPI in Q4 2016 and held it in 30 quarters. The position peaked at $3.82M in Q4 2017. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.
- Curi RMB Capital reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
- Curi RMB Capital sold 11,114 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $233K.
- Curi RMB Capital first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2016 and held it in 30 quarters.
- Curi RMB Capital's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $3.82M in Q4 2017.
- 1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.
Based on Curi RMB Capital's 13F filing for Q3 2025, filed 13 Nov 2025.