EWM
JPS

EPG Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

EPG Wealth Management’s Portfolio JPS Stock Details JPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,609
Closed -$74.1K – 439
2023
Q2 		$74.1K Buy
11,609
+65
+0.6% +$412 0.02% 276
2023
Q1 		$74.6K Buy
11,544
+39
+0.3% +$275 0.02% 279
2022
Q4 		$78.2K Buy
11,505
+88
+0.8% +$600 0.03% 244
2022
Q3 		$75K Sell
11,417
-47,100
-80% -$347K 0.03% 240
2022
Q2 		$425K Sell
58,517
-7,122
-11% -$54.4K 0.18% 116
2022
Q1 		$551K Buy
65,639
+3,941
+6% +$34.6K 0.19% 105
2021
Q4 		$600K Sell
61,698
-2,239
-4% -$21.6K 0.21% 98
2021
Q3 		$627K Buy
63,937
+16,406
+35% +$164K 0.25% 85
2021
Q2 		$473K Buy
47,531
+6,241
+15% +$61.4K 0.2% 109
2021
Q1 		$401K Buy
+41,290
New +$389K 0.2% 112
2020
Q4 		– Sell
-40,465
Closed -$357K – 164
2020
Q3 		$357K Buy
40,465
+687
+2% +$6.12K 0.26% 86
2020
Q2 		$336K Buy
39,778
+787
+2% +$6.37K 0.24% 98
2020
Q1 		$283K Buy
38,991
+437
+1% +$4.04K 0.21% 92
2019
Q4 		$387K Buy
+38,554
New +$386K 0.28% 61

Other funds holding JPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

EPG Wealth Management's JPS Position: Q3 2023 in Review

EPG Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2023, closing a stake of 11,609 shares — an estimated $74.1K sold.

EPG Wealth Management first reported a position in JPS in Q4 2019 and held it in 14 quarters. The position peaked at $627K in Q3 2021. 222 funds tracked by Wall St. Rank hold JPS as of Q3 2023.

  • EPG Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2023 after selling out during the quarter.
  • EPG Wealth Management sold 11,609 Nuveen Preferred & Income Securities Fund shares in Q3 2023, an estimated $74.1K.
  • EPG Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2019 and held it in 14 quarters.
  • EPG Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $627K in Q3 2021.
  • 222 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2023.

Based on EPG Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.