Fidelity Investments’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Fidelity Investments’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 Q4	–	Sell	-1	Closed	-$21	–	5695
2024 Q3	$21	Hold	1	–	–	﹤0.01%	5352
2024 Q2	$19	Sell	1 -2	-67%	-$38	﹤0.01%	5214
2024 Q1	$58	Buy	+3	New	+$56	﹤0.01%	5016
2023 Q4	–	Sell	-1	Closed	-$17	–	5549
2023 Q3	$17	Buy	+1	New	+$17	﹤0.01%	5110
2022 Q2	–	Sell	-1	Closed	–	–	5231
2022 Q1	$0	Hold	1	–	–	﹤0.01%	5247
2021 Q4	$0	Buy	+1	New	+$25	﹤0.01%	4674
2021 Q1	–	Sell	-1	Closed	–	–	4285
2020 Q4	$0	Buy	+1	New	+$23	﹤0.01%	4092
2020 Q3	–	Sell	-2	Closed	–	–	3851
2020 Q2	$0	Buy	2 +1	+100%	+$20	﹤0.01%	3908
2020 Q1	$0	Buy	+1	New	+$24	﹤0.01%	3972
2019 Q4	–	Sell	-1	Closed	–	–	4044
2019 Q3	$0	Buy	+1	New	+$24	﹤0.01%	4020
2019 Q1	–	Sell	-1	Closed	–	–	3922
2018 Q4	$0	Buy	+1	New	+$21	﹤0.01%	3849

Other funds holding JPI

SAM

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Fidelity Investments's JPI Position: Q4 2024 in Review

Fidelity Investments sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2024, closing a stake of 1 share — an estimated $21 sold.

Fidelity Investments first reported a position in JPI in Q4 2018 and held it in 11 quarters. The position peaked at $58 in Q1 2024. 49 funds tracked by Wall St. Rank hold JPI as of Q4 2024.

Fidelity Investments reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Fidelity Investments sold 1 Nuveen Preferred Securities & Income Opportunities Fund share in Q4 2024, an estimated $21.
Fidelity Investments first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2018 and held it in 11 quarters.
Fidelity Investments's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $58 in Q1 2024.
49 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.