Elequin Capital’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Elequin Capital’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 Q2	–	Sell	-3,031	Closed	-$59.6K	–	456
2025 Q1	$59.6K	Buy	3,031 +577	+24%	+$11.5K	0.01%	169
2024 Q4	$48.1K	Buy	+2,454	New	+$50.8K	﹤0.01%	165
2023 Q1	–	Sell	-2,838	Closed	-$52.7K	–	438
2022 Q4	$52.7K	Buy	+2,838	New	+$52.6K	0.01%	313

Other funds holding JPI

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Elequin Capital's JPI Position: Q2 2025 in Review

Elequin Capital sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2025, closing a stake of 3,031 shares — an estimated $59.6K sold.

Elequin Capital first reported a position in JPI in Q4 2022 and held it in 3 quarters. The position peaked at $59.6K in Q1 2025. 53 funds tracked by Wall St. Rank hold JPI as of Q2 2025.

Elequin Capital reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Elequin Capital sold 3,031 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2025, an estimated $59.6K.
Elequin Capital first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2022 and held it in 3 quarters.
Elequin Capital's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $59.6K in Q1 2025.
53 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2025.

Based on Elequin Capital's 13F filing for Q2 2025, filed 11 Aug 2025.