Raymond James Financial
JPI

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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return