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

Melfa 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 Q4	–	Sell	-45,781	Closed	-$282K	–	145
2023 Q3	$282K	Buy	45,781 +59	+0.1%	+$375	0.31%	78
2023 Q2	$292K	Buy	45,722 +3,847	+9%	+$24.4K	0.3%	78
2023 Q1	$271K	Hold	41,875	–	–	0.27%	90
2022 Q4	$285K	Buy	+41,875	New	+$286K	0.3%	86

Other funds holding JPS

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Mathes Company New York $274M AUM 33.72% 1-Year Est. Return

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return