LPL Financial
JPI

LPL Financial’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

LPL Financial’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
2025
Q3 		– Sell
-95,622
Closed -$1.99M – 5900
2025
Q2 		$1.99M Sell
95,622
-5,261
-5% -$105K ﹤0.01% 3123
2025
Q1 		$1.98M Sell
100,883
-1,164
-1% -$23.2K ﹤0.01% 2962
2024
Q4 		$2M Buy
102,047
+3,120
+3% +$64.5K ﹤0.01% 2856
2024
Q3 		$2.06M Sell
98,927
-6,142
-6% -$121K ﹤0.01% 2710
2024
Q2 		$2.04M Sell
105,069
-9,567
-8% -$183K ﹤0.01% 2578
2024
Q1 		$2.21M Buy
114,636
+6,796
+6% +$127K ﹤0.01% 2461
2023
Q4 		$1.97M Sell
107,840
-6,197
-5% -$107K ﹤0.01% 2417
2023
Q3 		$1.96M Buy
114,037
+34,115
+43% +$587K ﹤0.01% 2296
2023
Q2 		$1.34M Buy
79,922
+32,723
+69% +$552K ﹤0.01% 2614
2023
Q1 		$832K Buy
47,199
+5,437
+13% +$104K ﹤0.01% 2893
2022
Q4 		$776K Buy
41,762
+4,685
+13% +$86.8K ﹤0.01% 2852
2022
Q3 		$683K Sell
37,077
-460
-1% -$9.13K ﹤0.01% 2856
2022
Q2 		$721K Buy
37,537
+5,483
+17% +$113K ﹤0.01% 2868
2022
Q1 		$705K Buy
32,054
+5,909
+23% +$138K ﹤0.01% 2906
2021
Q4 		$677K Sell
26,145
-940
-3% -$23.6K ﹤0.01% 3015
2021
Q3 		$672K Buy
27,085
+492
+2% +$12.6K ﹤0.01% 2950
2021
Q2 		$678K Sell
26,593
-375
-1% -$9.5K ﹤0.01% 2889
2021
Q1 		$674K Sell
26,968
-5,033
-16% -$122K ﹤0.01% 2765
2020
Q4 		$788K Sell
32,001
-3,733
-10% -$86.2K ﹤0.01% 2378
2020
Q3 		$785K Buy
35,734
+742
+2% +$16.6K ﹤0.01% 2120
2020
Q2 		$793K Buy
34,992
+2,246
+7% +$45.7K ﹤0.01% 2021
2020
Q1 		$596K Buy
32,746
+10,728
+49% +$253K ﹤0.01% 1986
2019
Q4 		$568K Sell
22,018
-1,354
-6% -$33.9K ﹤0.01% 2264
2019
Q3 		$578K Sell
23,372
-3,615
-13% -$87.5K ﹤0.01% 2153
2019
Q2 		$639K Sell
26,987
-241
-0.9% -$5.6K ﹤0.01% 2080
2019
Q1 		$612K Buy
27,228
+2,281
+9% +$50.2K ﹤0.01% 2041
2018
Q4 		$504K Buy
24,947
+4,520
+22% +$96.7K ﹤0.01% 2033
2018
Q3 		$464K Sell
20,427
-14,614
-42% -$339K ﹤0.01% 2292
2018
Q2 		$810K Sell
35,041
-8,943
-20% -$212K ﹤0.01% 1779
2018
Q1 		$1.04M Buy
43,984
+33,263
+310% +$795K ﹤0.01% 1575
2017
Q4 		$265K Buy
10,721
+1,156
+12% +$29.1K ﹤0.01% 2603
2017
Q3 		$241K Sell
9,565
-14,097
-60% -$351K ﹤0.01% 2533
2017
Q2 		$582K Sell
23,662
-110,776
-82% -$2.74M ﹤0.01% 1763
2017
Q1 		$3.26M Buy
134,438
+25,054
+23% +$595K 0.02% 594
2016
Q4 		$2.54M Buy
109,384
+25,773
+31% +$603K 0.02% 679
2016
Q3 		$2.05M Sell
83,611
-1,020
-1% -$25.1K 0.02% 758
2016
Q2 		$2.08M Sell
84,631
-65,265
-44% -$1.54M 0.02% 747
2016
Q1 		$3.52M Buy
149,896
+17,842
+14% +$411K 0.01% 888
2015
Q4 		$3.06M Buy
132,054
+65,651
+99% +$1.51M 0.01% 944
2015
Q3 		$1.46M Buy
66,403
+18,696
+39% +$417K 0.01% 999
2015
Q2 		$1.06M Buy
47,707
+1,799
+4% +$41.7K 0.01% 1321
2015
Q1 		$1.08M Buy
45,908
+1,103
+2% +$25.7K 0.01% 1295
2014
Q4 		$1.01M Buy
44,805
+2,579
+6% +$59.3K 0.01% 1298
2014
Q3 		$965K Sell
42,226
-2
-0% -$47 0.01% 1295
2014
Q2 		$992K Sell
42,228
-2,200
-5% -$51.2K 0.01% 1323
2014
Q1 		$1.01M Buy
44,428
+10,983
+33% +$249K 0.01% 1257
2013
Q4 		$738K Buy
33,445
+23
+0.1% +$512 ﹤0.01% 1462
2013
Q3 		$744K Buy
+33,422
New +$765K 0.01% 1370

Other funds holding JPI

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial's JPI Position: Q3 2025 in Review

LPL Financial sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 95,622 shares — an estimated $1.99M sold.

LPL Financial first reported a position in JPI in Q3 2013 and held it in 48 quarters. The position peaked at $3.52M in Q1 2016. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

  • LPL Financial reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 95,622 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $1.99M.
  • LPL Financial first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q3 2013 and held it in 48 quarters.
  • LPL Financial's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $3.52M in Q1 2016.
  • 1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.