Johnson Midwest Financial’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Johnson Midwest Financial’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 Q3	$1.76K	Hold	286	–	–	﹤0.01%	324
2023 Q2	$1.82K	Hold	286	–	–	﹤0.01%	321
2023 Q1	$1.85K	Hold	286	–	–	﹤0.01%	330
2022 Q4	$2K	Hold	286	–	–	0.01%	340
2022 Q3	$2	Hold	286	–	–	0.01%	307
2022 Q2	$2K	Hold	286	–	–	﹤0.01%	281
2022 Q1	$2K	Hold	286	–	–	﹤0.01%	256
2021 Q4	$3K	Buy	+286	New	+$2.76K	﹤0.01%	259

Other funds holding JPS

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.38B AUM 3.87% 1-Year Est. Return

Johnson Midwest Financial's JPS Position: Q3 2023 in Review

Johnson Midwest Financial held its Nuveen Preferred & Income Securities Fund (JPS) position steady in Q3 2023 at 286 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Johnson Midwest Financial first reported a position in JPS in Q4 2021 and has held it in 8 quarters since. The position peaked at $3K in Q4 2021. 222 funds tracked by Wall St. Rank hold JPS as of Q3 2023.

Johnson Midwest Financial held 286 shares of Nuveen Preferred & Income Securities Fund worth $1.76K as of Q3 2023.
Johnson Midwest Financial left its Nuveen Preferred & Income Securities Fund share count unchanged in Q3 2023.
Nuveen Preferred & Income Securities Fund made up ﹤0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #324 holding.
Johnson Midwest Financial first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2021 and has held it in 8 quarters since.
Johnson Midwest Financial's Nuveen Preferred & Income Securities Fund position peaked at $3K in Q4 2021.
222 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.