Jupiter Wealth Management’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Jupiter Wealth Management’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	–	Sell	-184,852	Closed	-$1.18M	–	91
2023 Q2	$1.18M	Sell	184,852 -35,000	-16%	-$222K	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%	+$38.2K	1.45%	23
2022 Q1	$1.8M	Sell	214,852 -350	-0.2%	-$3.08K	1.13%	26
2021 Q4	$2.09M	Sell	215,202 -52,500	-20%	-$506K	1.08%	26
2021 Q3	$2.62M	Hold	267,702	–	–	1.24%	26
2021 Q2	$2.69M	Buy	267,702 +27,231	+11%	+$268K	1.29%	26
2021 Q1	$2.37M	Buy	240,471 +56,573	+31%	+$533K	1.2%	29
2020 Q4	$1.79M	Buy	183,898 +41,350	+29%	+$381K	1.1%	30
2020 Q3	$1.26M	Buy	142,548 +39,232	+38%	+$349K	0.89%	30
2020 Q2	$881K	Buy	103,316 +33,000	+47%	+$267K	0.44%	40
2020 Q1	$568K	Buy	70,316 +22,000	+46%	+$204K	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	+$429K	0.21%	50

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

Jupiter Wealth Management's JPS Position: Q3 2023 in Review

Jupiter Wealth Management sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q3 2023, closing a stake of 184,852 shares — an estimated $1.18M sold.

Jupiter Wealth Management first reported a position in JPS in Q1 2019 and held it in 18 quarters. The position peaked at $2.69M in Q2 2021. 222 funds tracked by Wall St. Rank hold JPS as of Q3 2023.

Jupiter Wealth Management reported no remaining Nuveen Preferred & Income Securities Fund position as of Q3 2023 after selling out during the quarter.
Jupiter Wealth Management sold 184,852 Nuveen Preferred & Income Securities Fund shares in Q3 2023, an estimated $1.18M.
Jupiter Wealth Management first reported a position in Nuveen Preferred & Income Securities Fund in Q1 2019 and held it in 18 quarters.
Jupiter Wealth Management's Nuveen Preferred & Income Securities Fund position peaked at $2.69M in Q2 2021.
222 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q3 2023.

Based on Jupiter Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.