JP Morgan Chase’s Nuveen Preferred and Income Fund JPT Stock Holding History

JP Morgan Chase’s Portfolio JPT Stock Details JPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-447	Closed	-$11K	–	5837
2019 Q4	$11K	Sell	447 -447	-50%	-$11.1K	﹤0.01%	5387
2019 Q3	$22K	Hold	894	–	–	﹤0.01%	5398
2019 Q2	$22K	Hold	894	–	–	﹤0.01%	5422
2019 Q1	$20K	Hold	894	–	–	﹤0.01%	5411
2018 Q4	$19K	Buy	+894	New	+$19.4K	﹤0.01%	5341

Other funds holding JPT

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase's JPT Position: Q1 2020 in Review

JP Morgan Chase sold out of Nuveen Preferred and Income Fund (JPT) in Q1 2020, closing a stake of 447 shares — an estimated $11K sold.

JP Morgan Chase first reported a position in JPT in Q4 2018 and held it in 5 quarters. The position peaked at $22K in Q3 2019. 25 funds tracked by Wall St. Rank hold JPT as of Q1 2020.

JP Morgan Chase reported no remaining Nuveen Preferred and Income Fund position as of Q1 2020 after selling out during the quarter.
JP Morgan Chase sold 447 Nuveen Preferred and Income Fund shares in Q1 2020, an estimated $11K.
JP Morgan Chase first reported a position in Nuveen Preferred and Income Fund in Q4 2018 and held it in 5 quarters.
JP Morgan Chase's Nuveen Preferred and Income Fund position peaked at $22K in Q3 2019.
25 funds tracked by Wall St. Rank held Nuveen Preferred and Income Fund as of Q1 2020.

Based on JP Morgan Chase's 13F filing for Q1 2020, filed 12 May 2020.