M Holdings Securities’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

M Holdings Securities’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
2024 Q4	–	Sell	-10,243	Closed	-$213K	–	136
2024 Q3	$213K	Sell	10,243 -273	-3%	-$5.39K	0.05%	89
2024 Q2	$205K	Buy	+10,516	New	+$201K	0.03%	284
2023 Q2	–	Sell	-10,068	Closed	-$177K	–	341
2023 Q1	$177K	Buy	10,068 +20	+0.2%	+$381	0.02%	443
2022 Q4	$187K	Buy	10,048 +44	+0.4%	+$815	0.02%	427
2022 Q3	$184K	Buy	+10,004	New	+$199K	0.02%	410
2022 Q2	–	Sell	-9,942	Closed	-$219K	–	490
2022 Q1	$219K	Buy	+9,942	New	+$232K	0.02%	464
2021 Q2	–	Sell	-8,798	Closed	-$220K	–	360
2021 Q1	$220K	Buy	+8,798	New	+$214K	0.02%	454

Other funds holding JPI

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M Holdings Securities's JPI Position: Q4 2024 in Review

M Holdings Securities sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2024, closing a stake of 10,243 shares — an estimated $213K sold.

M Holdings Securities first reported a position in JPI in Q1 2021 and held it in 7 quarters. The position peaked at $220K in Q1 2021. 49 funds tracked by Wall St. Rank hold JPI as of Q4 2024.

M Holdings Securities reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
M Holdings Securities sold 10,243 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2024, an estimated $213K.
M Holdings Securities first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2021 and held it in 7 quarters.
M Holdings Securities's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $220K in Q1 2021.
49 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2024.

Based on M Holdings Securities's 13F filing for Q4 2024, filed 11 Feb 2025.