JP Morgan Chase
JPI

JP Morgan Chase’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

JP Morgan Chase’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
Q1 		– Sell
-11,813
Closed -$216K – 7651
2023
Q4 		$216K Buy
11,813
+6,610
+127% +$114K ﹤0.01% 5352
2023
Q3 		$89.3K Buy
+5,203
New +$89.6K ﹤0.01% 5548

Other funds holding JPI

CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase's JPI Position: Q1 2024 in Review

JP Morgan Chase sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2024, closing a stake of 11,813 shares — an estimated $216K sold.

JP Morgan Chase first reported a position in JPI in Q3 2023 and held it in 2 quarters. The position peaked at $216K in Q4 2023. 71 funds tracked by Wall St. Rank hold JPI as of Q1 2024.

  • JP Morgan Chase reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • JP Morgan Chase sold 11,813 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2024, an estimated $216K.
  • JP Morgan Chase first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2023 and held it in 2 quarters.
  • JP Morgan Chase's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $216K in Q4 2023.
  • 71 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2024.

Based on JP Morgan Chase's 13F filing for Q1 2024, filed 10 May 2024.