GIA
JPS

GHP Investment Advisors’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

GHP Investment Advisors’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
Q4 		– Sell
-1,243
Closed -$7.33K – 959
2023
Q3 		$7.33K Hold
1,243
– – ﹤0.01% 735
2023
Q2 		$8.11K Hold
1,243
– – ﹤0.01% 716
2023
Q1 		$8.03K Hold
1,243
– – ﹤0.01% 724
2022
Q4 		$8.45K Hold
1,243
– – ﹤0.01% 719
2022
Q3 		$8K Hold
1,243
– – ﹤0.01% 734
2022
Q2 		$9K Sell
1,243
-3,543
-74% -$27K ﹤0.01% 712
2022
Q1 		$40K Buy
+4,786
New +$42K ﹤0.01% 534

Other funds holding JPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

GHP Investment Advisors's JPS Position: Q4 2023 in Review

GHP Investment Advisors sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 1,243 shares — an estimated $7.33K sold.

GHP Investment Advisors first reported a position in JPS in Q1 2022 and held it in 7 quarters. The position peaked at $40K in Q1 2022. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • GHP Investment Advisors reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • GHP Investment Advisors sold 1,243 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $7.33K.
  • GHP Investment Advisors first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2022 and held it in 7 quarters.
  • GHP Investment Advisors's Nuveen Preferred & Income Securities Fund position peaked at $40K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on GHP Investment Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.