Everstar Asset Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Everstar Asset Management’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	-33,641	Closed	-$700K	–	205
2025 Q2	$700K	Sell	33,641 -3,000	-8%	-$60K	0.43%	76
2025 Q1	$721K	Hold	36,641	–	–	0.48%	62
2024 Q4	$718K	Sell	36,641 -3,300	-8%	-$68.2K	0.51%	51
2024 Q3	$832K	Buy	+39,941	New	+$789K	0.57%	47

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

Everstar Asset Management's JPI Position: Q3 2025 in Review

Everstar Asset Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 33,641 shares — an estimated $700K sold.

Everstar Asset Management first reported a position in JPI in Q3 2024 and held it in 4 quarters. The position peaked at $832K in Q3 2024. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Everstar Asset Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Everstar Asset Management sold 33,641 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $700K.
Everstar Asset Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2024 and held it in 4 quarters.
Everstar Asset Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $832K in Q3 2024.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Everstar Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.