GRP
JPS

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

Global Retirement Partners’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
-676
Closed -$4.06K – 3513
2023
Q3 		$4.06K Hold
676
– – ﹤0.01% 2264
2023
Q2 		$4.31K Hold
676
– – ﹤0.01% 2260
2023
Q1 		$4.21K Buy
+676
New +$4.77K ﹤0.01% 2226

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 $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Global Retirement Partners's JPS Position: Q4 2023 in Review

Global Retirement Partners sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 676 shares — an estimated $4.06K sold.

Global Retirement Partners first reported a position in JPS in Q1 2023 and held it in 3 quarters. The position peaked at $4.31K in Q2 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Global Retirement Partners reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 676 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $4.06K.
  • Global Retirement Partners first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2023 and held it in 3 quarters.
  • Global Retirement Partners's Nuveen Preferred & Income Securities Fund position peaked at $4.31K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.