IFP Advisors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

IFP Advisors’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
2024 Q4	–	Sell	-700	Closed	-$14.6K	–	4632
2024 Q3	$14.6K	Buy	+700	New	+$13.8K	﹤0.01%	2285
2019 Q1	$45K	Sell	1,973 -15,897	-89%	-$350K	0.01%	1008
2018 Q4	$364K	Sell	17,870 -24,383	-58%	-$522K	0.02%	648
2018 Q3	$959K	Buy	42,253 +2,379	+6%	+$55.2K	0.04%	441
2018 Q2	$922K	Sell	39,874 -1,029	-3%	-$24.4K	0.04%	437
2018 Q1	$1.01M	Hold	40,903	–	–	0.05%	390
2017 Q4	$1.01M	Sell	40,903 -4,098	-9%	-$103K	0.05%	389
2017 Q3	$1.13M	Buy	45,001 +2,755	+7%	+$68.7K	0.05%	407
2017 Q2	$1.04M	Buy	42,246 +5,496	+15%	+$136K	0.04%	423
2017 Q1	$885K	Buy	36,750 +2,057	+6%	+$48.9K	0.04%	457
2016 Q4	$796K	Sell	34,693 -3,342	-9%	-$78.2K	0.04%	453
2016 Q3	$936K	Buy	38,035 +1,098	+3%	+$27.1K	0.05%	378
2016 Q2	$904K	Buy	36,937 +34,964	+1,772%	+$825K	0.05%	375
2016 Q1	$45K	Sell	1,973 -29,857	-94%	-$688K	0.01%	1008
2015 Q4	$724K	Buy	+31,830	New	+$730K	0.05%	384

Other funds holding JPI

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors's JPI Position: Q4 2024 in Review

IFP Advisors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2024, closing a stake of 700 shares — an estimated $14.6K sold.

IFP Advisors first reported a position in JPI in Q4 2015 and held it in 15 quarters. The position peaked at $1.13M in Q3 2017. 49 funds tracked by Wall St. Rank hold JPI as of Q4 2024.

IFP Advisors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
IFP Advisors sold 700 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2024, an estimated $14.6K.
IFP Advisors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2015 and held it in 15 quarters.
IFP Advisors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $1.13M in Q3 2017.
49 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2024.

Based on IFP Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.