MFG
JPS

Merit Financial Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Merit Financial Group’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
2022
Q1 		– Sell
-13,179
Closed -$128K – 396
2021
Q4 		$128K Buy
+13,179
New +$127K 0.01% 267

Other funds holding JPS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Merit Financial Group's JPS Position: Q1 2022 in Review

Merit Financial Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2022, closing a stake of 13,179 shares — an estimated $128K sold.

Merit Financial Group first reported a position in JPS in Q4 2021 and held it in 1 quarter. The position peaked at $128K in Q4 2021. 217 funds tracked by Wall St. Rank hold JPS as of Q1 2022.

  • Merit Financial Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2022 after selling out during the quarter.
  • Merit Financial Group sold 13,179 Nuveen Preferred & Income Securities Fund shares in Q1 2022, an estimated $128K.
  • Merit Financial Group first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2021 and held it in 1 quarter.
  • Merit Financial Group's Nuveen Preferred & Income Securities Fund position peaked at $128K in Q4 2021.
  • 217 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2022.

Based on Merit Financial Group's 13F filing for Q1 2022, filed 13 May 2022.