HI
JPI

Harbour Investments’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Harbour Investments’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
-3,833
Closed -$79.7K – 3806
2025
Q2 		$79.7K Buy
3,833
+1,514
+65% +$30.3K ﹤0.01% 1606
2025
Q1 		$45.6K Buy
2,319
+10
+0.4% +$199 ﹤0.01% 1812
2024
Q4 		$45.3K Buy
2,309
+267
+13% +$5.52K ﹤0.01% 1764
2024
Q3 		$42.5K Buy
2,042
+8
+0.4% +$158 ﹤0.01% 1744
2024
Q2 		$39.6K Buy
2,034
+9
+0.4% +$172 ﹤0.01% 1670
2024
Q1 		$39K Buy
2,025
+8
+0.4% +$150 ﹤0.01% 1645
2023
Q4 		$36.9K Buy
2,017
+8
+0.4% +$138 ﹤0.01% 1594
2023
Q3 		$34.5K Buy
2,009
+9
+0.5% +$155 ﹤0.01% 1512
2023
Q2 		$33.6K Hold
2,000
– – ﹤0.01% 1535
2023
Q1 		$35.3K Hold
2,000
– – ﹤0.01% 1499
2022
Q4 		$37.2K Buy
2,000
+1,000
+100% +$18.5K ﹤0.01% 1420
2022
Q3 		$19K Hold
1,000
– – ﹤0.01% 1674
2022
Q2 		$19K Buy
+1,000
New +$20.5K ﹤0.01% 1674
2021
Q4 		$26K Sell
1,000
-1,808
-64% -$45.5K ﹤0.01% 1555
2021
Q3 		$70K Buy
2,808
+1
+0% +$26 ﹤0.01% 1566
2021
Q2 		$72K Buy
2,807
+11
+0.4% +$279 ﹤0.01% 1585
2021
Q1 		$70K Buy
+2,796
New +$67.9K ﹤0.01% 1488

Other funds holding JPI

Osaic Holdings
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

Harbour Investments's JPI Position: Q3 2025 in Review

Harbour Investments sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 3,833 shares — an estimated $79.7K sold.

Harbour Investments first reported a position in JPI in Q1 2021 and held it in 17 quarters. The position peaked at $79.7K in Q2 2025. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

  • Harbour Investments reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Harbour Investments sold 3,833 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $79.7K.
  • Harbour Investments first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2021 and held it in 17 quarters.
  • Harbour Investments's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $79.7K in Q2 2025.
  • 1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Harbour Investments's 13F filing for Q3 2025, filed 12 Nov 2025.