MA
JPI

MUFG Americas’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

MUFG Americas’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
2022
Q4 		– Sell
-500
Closed -$9K – 456
2022
Q3 		$9K Buy
+500
New +$9.93K ﹤0.01% 701
2017
Q3 		– Sell
-15
Closed – – 1184
2017
Q2 		$0 Hold
15
– – ﹤0.01% 1172
2017
Q1 		$0 Buy
+15
New +$356 ﹤0.01% 1161
2015
Q2 		– Sell
-32
Closed -$1K – 1219
2015
Q1 		$1K Buy
+32
New +$744 ﹤0.01% 1120
2014
Q1 		– Sell
-20
Closed – – 1156
2013
Q4 		$0 Buy
+20
New +$445 ﹤0.01% 1145

Other funds holding JPI

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PAIM
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Morgan Stanley
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Stifel Financial
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Truist Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return