FGAM
JPS

Financial Gravity Asset Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Financial Gravity Asset 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
2024
Q1 		– Sell
-177,175
Closed -$1.13M – 2111
2023
Q4 		$1.13M Hold
177,175
– – 0.01% 342
2023
Q3 		$1.13M Buy
177,175
+167,850
+1,800% +$1.07M 0.01% 329
2023
Q2 		$59 Hold
9,325
– – ﹤0.01% 1381
2023
Q1 		$60 Buy
+9,325
New +$65.8K ﹤0.01% 720

Other funds holding JPS

BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return
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