RJFSA
JPT

Raymond James Financial Services Advisors’s Nuveen Preferred and Income Fund JPT Stock Holding History

Raymond James Financial Services Advisors’s Portfolio JPT Stock Details JPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8,584
Closed -$211K – 3506
2021
Q4 		$211K Buy
+8,584
New +$211K ﹤0.01% 2948
2019
Q3 		– Sell
-10,613
Closed -$260K – 2943
2019
Q2 		$260K Sell
10,613
-1,786
-14% -$42K ﹤0.01% 2358
2019
Q1 		$283K Sell
12,399
-1,400
-10% -$31.7K ﹤0.01% 2282
2018
Q4 		$286K Sell
13,799
-3,583
-21% -$77.7K ﹤0.01% 2027
2018
Q3 		$398K Buy
17,382
+1,323
+8% +$30.8K ﹤0.01% 2095
2018
Q2 		$388K Buy
+16,059
New +$386K ﹤0.01% 2058
2018
Q1 		– Sell
-20,395
Closed -$512K – 2767
2017
Q4 		$512K Buy
20,395
+2,304
+13% +$58.5K ﹤0.01% 1691
2017
Q3 		$461K Buy
+18,091
New +$457K ﹤0.01% 1765

Other funds holding JPT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return