JP Morgan Chase
JPS

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

JP Morgan Chase’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
-313,251
Closed -$1.93M – 8070
2023
Q3 		$1.93M Buy
+313,251
New +$1.99M ﹤0.01% 3562
2023
Q2 		– Sell
-81,697
Closed -$528K – 7459
2023
Q1 		$528K Buy
+81,697
New +$576K ﹤0.01% 4467
2020
Q3 		– Sell
-3,065
Closed -$26K – 5880
2020
Q2 		$26K Sell
3,065
-100,503
-97% -$813K ﹤0.01% 4991
2020
Q1 		$752K Buy
103,568
+97,438
+1,590% +$902K ﹤0.01% 3598
2019
Q4 		$61K Hold
6,130
– – ﹤0.01% 5062
2019
Q3 		$60K Sell
6,130
-18,870
-75% -$183K ﹤0.01% 5102
2019
Q2 		$236K Buy
+25,000
New +$232K ﹤0.01% 4601
2018
Q3 		– Sell
-19,720
Closed -$174K – 5889
2018
Q2 		$174K Sell
19,720
-7,280
-27% -$68.3K ﹤0.01% 4616
2018
Q1 		$264K Buy
+27,000
New +$259K ﹤0.01% 4271
2014
Q1 		– Sell
-100,000
Closed -$814K – 4004
2013
Q4 		$814K Buy
+100,000
New +$808K ﹤0.01% 3246

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

JP Morgan Chase's JPS Position: Q4 2023 in Review

JP Morgan Chase sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q4 2023, closing a stake of 313,251 shares — an estimated $1.93M sold.

JP Morgan Chase first reported a position in JPS in Q4 2013 and held it in 10 quarters. The position peaked at $1.93M in Q3 2023. 5 funds tracked by Wall St. Rank hold JPS as of Q4 2023.

  • JP Morgan Chase reported no remaining Nuveen Preferred & Income Securities Fund position as of Q4 2023 after selling out during the quarter.
  • JP Morgan Chase sold 313,251 Nuveen Preferred & Income Securities Fund shares in Q4 2023, an estimated $1.93M.
  • JP Morgan Chase first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2013 and held it in 10 quarters.
  • JP Morgan Chase's Nuveen Preferred & Income Securities Fund position peaked at $1.93M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q4 2023.

Based on JP Morgan Chase's 13F filing for Q4 2023, filed 12 Feb 2024.