Northwestern Mutual Wealth Management
JPI

Northwestern Mutual Wealth Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Northwestern Mutual Wealth Management’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
Q2 		– Sell
-647
Closed -$12.5K – 3662
2024
Q1 		$12.5K Buy
647
+3
+0.5% +$56 ﹤0.01% 2556
2023
Q4 		$11.8K Buy
644
+233
+57% +$4.02K ﹤0.01% 2572
2023
Q3 		$7.06K Buy
411
+117
+40% +$2.01K ﹤0.01% 2647
2023
Q2 		$4.94K Buy
294
+5
+2% +$84 ﹤0.01% 2793
2023
Q1 		$5.09K Buy
289
+3
+1% +$57 ﹤0.01% 2746
2022
Q4 		$5.31K Sell
286
-922
-76% -$17.1K ﹤0.01% 2706
2022
Q3 		$22K Buy
1,208
+5
+0.4% +$99 ﹤0.01% 2180
2022
Q2 		$23K Sell
1,203
-395
-25% -$8.11K ﹤0.01% 2191
2022
Q1 		$35K Buy
1,598
+3
+0.2% +$70 ﹤0.01% 2093
2021
Q4 		$41K Buy
1,595
+6
+0.4% +$151 ﹤0.01% 2050
2021
Q3 		$39K Buy
1,589
+4
+0.3% +$103 ﹤0.01% 1974
2021
Q2 		$41K Buy
1,585
+4
+0.3% +$101 ﹤0.01% 1922
2021
Q1 		$39K Sell
1,581
-1,106
-41% -$26.8K ﹤0.01% 1828
2020
Q4 		$66K Sell
2,687
-437
-14% -$10.1K ﹤0.01% 1558
2020
Q3 		$69K Sell
3,124
-310
-9% -$6.94K ﹤0.01% 1404
2020
Q2 		$78K Buy
3,434
+1,273
+59% +$25.9K ﹤0.01% 1309
2020
Q1 		$39K Sell
2,161
-1,290
-37% -$30.4K ﹤0.01% 1488
2019
Q4 		$89K Sell
3,451
-544
-14% -$13.6K ﹤0.01% 1232
2019
Q3 		$99K Buy
3,995
+1,546
+63% +$37.4K ﹤0.01% 1157
2019
Q2 		$58K Buy
2,449
+432
+21% +$10K ﹤0.01% 1328
2019
Q1 		$45K Buy
2,017
+687
+52% +$15.1K ﹤0.01% 1385
2018
Q4 		$27K Sell
1,330
-1,000
-43% -$21.4K ﹤0.01% 1488
2018
Q3 		$53K Buy
2,330
+1,000
+75% +$23.2K ﹤0.01% 1292
2018
Q2 		$31K Hold
1,330
– – ﹤0.01% 1435
2018
Q1 		$32K Hold
1,330
– – ﹤0.01% 1370
2017
Q4 		$33K Hold
1,330
– – ﹤0.01% 1312
2017
Q3 		$33K Buy
1,330
+930
+233% +$23.2K ﹤0.01% 1267
2017
Q2 		$10K Buy
+400
New +$9.89K ﹤0.01% 1585
2017
Q1 		– Sell
-2,516
Closed -$58K – 2215
2016
Q4 		$58K Buy
+2,516
New +$58.9K ﹤0.01% 977

Other funds holding JPI

AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Northwestern Mutual Wealth Management's JPI Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2024, closing a stake of 647 shares — an estimated $12.5K sold.

Northwestern Mutual Wealth Management first reported a position in JPI in Q4 2016 and held it in 29 quarters. The position peaked at $99K in Q3 2019. 71 funds tracked by Wall St. Rank hold JPI as of Q2 2024.

  • Northwestern Mutual Wealth Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 647 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2024, an estimated $12.5K.
  • Northwestern Mutual Wealth Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2016 and held it in 29 quarters.
  • Northwestern Mutual Wealth Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $99K in Q3 2019.
  • 71 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.