Deutsche Bank’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Deutsche Bank’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
2024 Q2	–	Sell	-10,152	Closed	-$195K	–	3629
2024 Q1	$195K	Buy	+10,152	New	+$190K	﹤0.01%	2830
2017 Q2	–	Sell	-12	Closed	–	–	5020
2017 Q1	$0	Sell	12 -1,988	-99%	-$47.2K	﹤0.01%	5008
2016 Q4	$45K	Hold	2,000	–	–	﹤0.01%	4379
2016 Q3	$49K	Hold	2,000	–	–	﹤0.01%	4217
2016 Q2	$48K	Sell	2,000 -3,000	-60%	-$70.8K	﹤0.01%	4426
2016 Q1	$117K	Hold	5,000	–	–	﹤0.01%	3925
2015 Q4	$113K	Hold	5,000	–	–	﹤0.01%	4006
2015 Q3	$109K	Hold	5,000	–	–	﹤0.01%	4074
2015 Q2	$111K	Hold	5,000	–	–	﹤0.01%	4183
2015 Q1	$117K	Buy	5,000 +2,700	+117%	+$62.8K	﹤0.01%	4052
2014 Q4	$51K	Hold	2,300	–	–	﹤0.01%	5114
2014 Q3	$52K	Hold	2,300	–	–	﹤0.01%	4833
2014 Q2	$54K	Buy	+2,300	New	+$53.5K	﹤0.01%	4889

Other funds holding JPI

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Deutsche Bank's JPI Position: Q2 2024 in Review

Deutsche Bank sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2024, closing a stake of 10,152 shares — an estimated $195K sold.

Deutsche Bank first reported a position in JPI in Q2 2014 and held it in 13 quarters. The position peaked at $195K in Q1 2024. 71 funds tracked by Wall St. Rank hold JPI as of Q2 2024.

Deutsche Bank reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
Deutsche Bank sold 10,152 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2024, an estimated $195K.
Deutsche Bank first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2014 and held it in 13 quarters.
Deutsche Bank's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $195K in Q1 2024.
71 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2024.

Based on Deutsche Bank's 13F filing for Q2 2024, filed 14 Aug 2024.