Salem Investment Counselors’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Salem Investment Counselors’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	-150	Closed	-$3.15K	–	1238
2025 Q2	$3.15K	Hold	150	–	–	﹤0.01%	1001
2025 Q1	$2.98K	Hold	150	–	–	﹤0.01%	991
2024 Q4	$2.94K	Hold	150	–	–	﹤0.01%	983
2024 Q3	$3.15K	Hold	150	–	–	﹤0.01%	976
2024 Q2	$2.93K	Hold	150	–	–	﹤0.01%	986
2024 Q1	$2.9K	Hold	150	–	–	﹤0.01%	995
2023 Q4	$2.74K	Buy	+150	New	+$2.59K	﹤0.01%	962

Other funds holding JPI

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

Salem Investment Counselors's JPI Position: Q3 2025 in Review

Salem Investment Counselors sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 150 shares — an estimated $3.15K sold.

Salem Investment Counselors first reported a position in JPI in Q4 2023 and held it in 7 quarters. The position peaked at $3.15K in Q3 2024. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

Salem Investment Counselors reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Salem Investment Counselors sold 150 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $3.15K.
Salem Investment Counselors first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2023 and held it in 7 quarters.
Salem Investment Counselors's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $3.15K in Q3 2024.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Salem Investment Counselors's 13F filing for Q3 2025, filed 7 Oct 2025.