Raymond James Financial’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Raymond James Financial’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
2025 Q3	–	Sell	-100,031	Closed	-$2.08M	–	5859
2025 Q2	$2.08M	Sell	100,031 -2,034	-2%	-$40.7K	﹤0.01%	3053
2025 Q1	$2.01M	Sell	102,065 -4,689	-4%	-$93.5K	﹤0.01%	2985
2024 Q4	$2.09M	Buy	+106,754	New	+$2.21M	﹤0.01%	2936

Other funds holding JPI

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Raymond James Financial's JPI Position: Q3 2025 in Review

Raymond James Financial sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 100,031 shares — an estimated $2.08M sold.

Raymond James Financial first reported a position in JPI in Q4 2024 and held it in 3 quarters. The position peaked at $2.09M in Q4 2024. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Raymond James Financial reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Raymond James Financial sold 100,031 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $2.08M.
Raymond James Financial first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2024 and held it in 3 quarters.
Raymond James Financial's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $2.09M in Q4 2024.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.