FEG
JPS

Financial Enhancement Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Financial Enhancement Group’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
2024
Q4 		– Sell
-69,186
Closed -$419K – 156
2024
Q3 		$419K Buy
+69,186
New +$419K 0.08% 102
2023
Q4 		– Sell
-67,832
Closed -$402K – 134
2023
Q3 		$402K Buy
67,832
+3,511
+5% +$22.3K 0.08% 103
2023
Q2 		$419K Sell
64,321
-4,865
-7% -$30.8K 0.08% 104
2023
Q1 		$419K Buy
69,186
+6,588
+11% +$46.5K 0.08% 102
2022
Q4 		$471K Buy
+62,598
New +$427K 0.09% 99

Other funds holding JPS

MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Financial Enhancement Group's JPS Position: Q4 2024 in Review

Financial Enhancement Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2024, closing a stake of 69,186 shares — an estimated $419K sold.

Financial Enhancement Group first reported a position in JPS in Q4 2022 and held it in 5 quarters. The position peaked at $471K in Q4 2022. 1 fund tracked by Wall St. Rank holds JPS as of Q4 2024.

  • Financial Enhancement Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2024 after selling out during the quarter.
  • Financial Enhancement Group sold 69,186 Nuveen Preferred & Income Securities Fund shares in Q4 2024, an estimated $419K.
  • Financial Enhancement Group first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2022 and held it in 5 quarters.
  • Financial Enhancement Group's Nuveen Preferred & Income Securities Fund position peaked at $471K in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2024.

Based on Financial Enhancement Group's 13F filing for Q4 2024, filed 14 Jan 2025.