JWM
JPS
Jupiter Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-184,852
| Closed | -$1.18M | – | 91 |
|
|
2023
Q2 | $1.18M | Sell |
184,852
-35,000
| -16% | -$223K | 1.01% | 24 |
|
|
2023
Q1 | $1.42M | Hold |
219,852
| – | – | 1.31% | 24 |
|
|
2022
Q4 | $1.49M | Hold |
219,852
| – | – | 1.45% | 24 |
|
|
2022
Q3 | $1.44M | Hold |
219,852
| – | – | 1.45% | 24 |
|
|
2022
Q2 | $1.6M | Buy |
219,852
+5,000
| +2% | +$36.3K | 1.45% | 23 |
|
|
2022
Q1 | $1.8M | Sell |
214,852
-350
| -0.2% | -$2.94K | 1.13% | 26 |
|
|
2021
Q4 | $2.09M | Sell |
215,202
-52,500
| -20% | -$510K | 1.08% | 26 |
|
|
2021
Q3 | $2.62M | Hold |
267,702
| – | – | 1.24% | 26 |
|
|
2021
Q2 | $2.69M | Buy |
267,702
+27,231
| +11% | +$274K | 1.29% | 26 |
|
|
2021
Q1 | $2.37M | Buy |
240,471
+56,573
| +31% | +$558K | 1.2% | 29 |
|
|
2020
Q4 | $1.79M | Buy |
183,898
+41,350
| +29% | +$402K | 1.1% | 30 |
|
|
2020
Q3 | $1.26M | Buy |
142,548
+39,232
| +38% | +$346K | 0.89% | 30 |
|
|
2020
Q2 | $881K | Buy |
103,316
+33,000
| +47% | +$281K | 0.44% | 40 |
|
|
2020
Q1 | $568K | Buy |
70,316
+22,000
| +46% | +$178K | 0.33% | 42 |
|
|
2019
Q4 | $483K | Hold |
48,316
| – | – | 0.23% | 57 |
|
|
2019
Q3 | $476K | Hold |
48,316
| – | – | 0.25% | 52 |
|
|
2019
Q2 | $463K | Hold |
48,316
| – | – | 0.23% | 53 |
|
|
2019
Q1 | $445K | Buy |
+48,316
| New | +$445K | 0.21% | 50 |
|