IFG
JPS

Independent Financial Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Independent Financial Group’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
-30,130
Closed -$186K – 1025
2023
Q3 		$186K Buy
30,130
+7,932
+36% +$50.4K 0.01% 839
2023
Q2 		$142K Sell
22,198
-1,000
-4% -$6.33K 0.01% 833
2023
Q1 		$150K Buy
23,198
+2,052
+10% +$14.5K 0.01% 790
2022
Q4 		$144K Sell
21,146
-8,478
-29% -$57.8K 0.01% 743
2022
Q3 		$195K Buy
29,624
+9,166
+45% +$67.4K 0.02% 675
2022
Q2 		$149K Sell
20,458
-89,783
-81% -$685K 0.02% 660
2022
Q1 		$926K Buy
110,241
+28,954
+36% +$254K 0.08% 272
2021
Q4 		$790K Buy
81,287
+60,199
+285% +$580K 0.07% 310
2021
Q3 		$207K Buy
21,088
+3,935
+23% +$39.3K 0.02% 664
2021
Q2 		$171K Hold
17,153
– – 0.02% 682
2021
Q1 		$167K Sell
17,153
-1,750
-9% -$16.5K 0.02% 611
2020
Q4 		$184K Buy
18,903
+500
+3% +$4.6K 0.03% 527
2020
Q3 		$162K Sell
18,403
-1,000
-5% -$8.9K 0.03% 472
2020
Q2 		$164K Buy
19,403
+1,000
+5% +$8.09K 0.04% 435
2020
Q1 		$134K Buy
+18,403
New +$170K 0.04% 365

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 $8.74B AUM 14.62% 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

Independent Financial Group's JPS Position: Q4 2023 in Review

Independent Financial Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 30,130 shares — an estimated $186K sold.

Independent Financial Group first reported a position in JPS in Q1 2020 and held it in 15 quarters. The position peaked at $926K in Q1 2022. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • Independent Financial Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • Independent Financial Group sold 30,130 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $186K.
  • Independent Financial Group first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2020 and held it in 15 quarters.
  • Independent Financial Group's Nuveen Preferred & Income Securities Fund position peaked at $926K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on Independent Financial Group's 13F filing for Q4 2023, filed 12 Jun 2026.