Harbor Investment Advisory’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Harbor Investment Advisory’s Portfolio JPI Stock Details JPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-2,500	Closed	-$52K	–	1200
2025 Q2	$52K	Hold	2,500	–	–	﹤0.01%	629
2025 Q1	$49.2K	Hold	2,500	–	–	﹤0.01%	617
2024 Q4	$49K	Hold	2,500	–	–	﹤0.01%	609
2024 Q3	$52K	Hold	2,500	–	–	0.01%	587
2024 Q2	$48.6K	Hold	2,500	–	–	0.01%	591
2024 Q1	$48.1K	Hold	2,500	–	–	0.01%	593
2023 Q4	$45.7K	Hold	2,500	–	–	0.01%	583
2023 Q3	$42.9K	Hold	2,500	–	–	0.01%	574
2023 Q2	$42K	Hold	2,500	–	–	0.01%	756
2023 Q1	$44.1K	Hold	2,500	–	–	0.01%	744
2022 Q4	$46.5K	Hold	2,500	–	–	0.01%	710
2022 Q3	$46K	Hold	2,500	–	–	0.01%	717
2022 Q2	$48K	Hold	2,500	–	–	0.01%	712
2022 Q1	$55K	Buy	+2,500	New	+$58.2K	0.01%	725

Other funds holding JPI

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HNB

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

Harbor Investment Advisory's JPI Position: Q3 2025 in Review

Harbor Investment Advisory sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 2,500 shares — an estimated $52K sold.

Harbor Investment Advisory first reported a position in JPI in Q1 2022 and held it in 14 quarters. The position peaked at $55K in Q1 2022. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Harbor Investment Advisory reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Harbor Investment Advisory sold 2,500 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $52K.
Harbor Investment Advisory first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2022 and held it in 14 quarters.
Harbor Investment Advisory's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $55K in Q1 2022.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Harbor Investment Advisory's 13F filing for Q3 2025, filed 27 Oct 2025.