Global Retirement Partners’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.93K	Buy	+333	New	+$6.93K	﹤0.01%	2770
2018 Q1	–	Sell	-1,609	Closed	-$40K	–	1516
2017 Q4	$40K	Buy	+1,609	New	+$40K	0.01%	554