JWM
JPI

Jacobus Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Jacobus Wealth Management’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
2017
Q3 		$3.9M Buy
2017
Q2 		$3.22M Buy
2017
Q1 		$2.88M Buy
2016
Q4 		$2.24M Sell
2016
Q3 		$3.59M Buy
2016
Q2 		$2.58M Buy
2016
Q1 		$2.06M Buy
2015
Q4 		$1.28M Buy
2015
Q3 		$138K Buy