RMP
JPI

Richards, Merrill & Peterson’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-3,740
Closed -$73.6K – 342
2025
Q1 		$73.6K Sell
3,740
-3,400
-48% -$67.8K 0.04% 217
2024
Q4 		$140K Buy
+7,140
New +$148K 0.07% 159

Other funds holding JPI

MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Richards, Merrill & Peterson's JPI Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2025, closing a stake of 3,740 shares — an estimated $73.6K sold.

Richards, Merrill & Peterson first reported a position in JPI in Q4 2024 and held it in 2 quarters. The position peaked at $140K in Q4 2024. 53 funds tracked by Wall St. Rank hold JPI as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 3,740 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2025, an estimated $73.6K.
  • Richards, Merrill & Peterson first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $140K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.