Osaic Holdings’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-33,757
| Closed | -$682K | – | 8011 |
|
|
2025
Q3 | $682K | Sell |
33,757
-2,791
| -8% | -$57.1K | ﹤0.01% | 3155 |
|
|
2025
Q2 | $760K | Sell |
36,548
-582
| -2% | -$11.6K | ﹤0.01% | 2752 |
|
|
2025
Q1 | $730K | Buy |
37,130
+935
| +3% | +$18.6K | ﹤0.01% | 2514 |
|
|
2024
Q4 | $709K | Sell |
36,195
-741
| -2% | -$15.3K | ﹤0.01% | 2479 |
|
|
2024
Q3 | $769K | Sell |
36,936
-2,153
| -6% | -$42.5K | ﹤0.01% | 2482 |
|
|
2024
Q2 | $760K | Sell |
39,089
-9,605
| -20% | -$184K | ﹤0.01% | 2422 |
|
|
2024
Q1 | $937K | Buy |
48,694
+1,281
| +3% | +$24K | ﹤0.01% | 2395 |
|
|
2023
Q4 | $867K | Sell |
47,413
-4,650
| -9% | -$80.2K | ﹤0.01% | 2667 |
|
|
2023
Q3 | $894K | Buy |
52,063
+37,799
| +265% | +$651K | ﹤0.01% | 2729 |
|
|
2023
Q2 | $240K | Sell |
14,264
-323
| -2% | -$5.44K | ﹤0.01% | 3744 |
|
|
2023
Q1 | $257K | Buy |
14,587
+2,242
| +18% | +$42.8K | ﹤0.01% | 3662 |
|
|
2022
Q4 | $229K | Sell |
12,345
-14,081
| -53% | -$261K | ﹤0.01% | 3725 |
|
|
2022
Q3 | $487K | Buy |
26,426
+2,236
| +9% | +$44.4K | ﹤0.01% | 2916 |
|
|
2022
Q2 | $465K | Buy |
24,190
+861
| +4% | +$17.7K | ﹤0.01% | 2991 |
|
|
2022
Q1 | $513K | Sell |
23,329
-864
| -4% | -$20.1K | ﹤0.01% | 3205 |
|
|
2021
Q4 | $627K | Buy |
24,193
+3,344
| +16% | +$84.1K | ﹤0.01% | 2849 |
|
|
2021
Q3 | $518K | Buy |
20,849
+204
| +1% | +$5.24K | ﹤0.01% | 2993 |
|
|
2021
Q2 | $527K | Buy |
20,645
+404
| +2% | +$10.2K | ﹤0.01% | 2980 |
|
|
2021
Q1 | $506K | Buy |
20,241
+2,200
| +12% | +$53.4K | ﹤0.01% | 2851 |
|
|
2020
Q4 | $444K | Sell |
18,041
-97
| -0.5% | -$2.24K | ﹤0.01% | 2763 |
|
|
2020
Q3 | $399K | Buy |
18,138
+4,744
| +35% | +$106K | ﹤0.01% | 2650 |
|
|
2020
Q2 | $303K | Sell |
13,394
-1,690
| -11% | -$34.4K | ﹤0.01% | 2769 |
|
|
2020
Q1 | $274K | Buy |
+15,084
| New | +$356K | ﹤0.01% | 2603 |
|
Other funds holding JPI
Osaic Holdings's JPI Position: Q4 2025 in Review
Osaic Holdings sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q4 2025, closing a stake of 33,757 shares — an estimated $682K sold.
Osaic Holdings first reported a position in JPI in Q1 2020 and held it in 23 quarters. The position peaked at $937K in Q1 2024. 0 funds tracked by Wall St. Rank hold JPI as of Q4 2025.
- Osaic Holdings reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
- Osaic Holdings sold 33,757 Nuveen Preferred Securities & Income Opportunities Fund shares in Q4 2025, an estimated $682K.
- Osaic Holdings first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2020 and held it in 23 quarters.
- Osaic Holdings's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $937K in Q1 2024.
- 0 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q4 2025.
Based on Osaic Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.