JIP
JPI

Jaffetilchin Investment Partners’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Jaffetilchin Investment Partners’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
-195
Closed -$4.06K – 847
2024
Q3 		$4.06K Buy
+195
New +$3.85K ﹤0.01% 1082

Other funds holding JPI

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CA
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Truist Financial
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Morgan Stanley
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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jaffetilchin Investment Partners's JPI Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2024, closing a stake of 195 shares — an estimated $4.06K sold.

Jaffetilchin Investment Partners first reported a position in JPI in Q3 2024 and held it in 1 quarter. The position peaked at $4.06K in Q3 2024. 49 funds tracked by Wall St. Rank hold JPI as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 195 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2024, an estimated $4.06K.
  • Jaffetilchin Investment Partners first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $4.06K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.