Shaker Financial Services’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Shaker Financial Services’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	-34,732	Closed	-$689K	–	165
2025 Q1	$689K	Buy	34,732 +19,859	+134%	+$396K	0.27%	102
2024 Q4	$292K	Buy	+14,873	New	+$308K	0.11%	153
2021 Q4	–	Sell	-21,610	Closed	-$536K	–	172
2021 Q3	$536K	Buy	+21,610	New	+$555K	0.21%	106
2021 Q1	–	Sell	-8,236	Closed	-$203K	–	175
2020 Q4	$203K	Sell	8,236 -6,841	-45%	-$158K	0.08%	152
2020 Q3	$331K	Buy	+15,077	New	+$337K	0.18%	122
2020 Q2	–	Sell	-21,048	Closed	-$383K	–	163
2020 Q1	$383K	Buy	21,048 +3,548	+20%	+$83.6K	0.26%	108
2019 Q4	$452K	Buy	+17,500	New	+$439K	0.21%	99
2018 Q4	–	Sell	-10,104	Closed	-$229K	–	141
2018 Q3	$229K	Buy	+10,104	New	+$234K	0.11%	110
2018 Q2	–	Sell	-10,970	Closed	-$260K	–	128
2018 Q1	$260K	Sell	10,970 -1,715	-14%	-$41K	0.13%	96
2017 Q4	$314K	Sell	12,685 -6,154	-33%	-$155K	0.15%	101
2017 Q3	$474K	Sell	18,839 -20,745	-52%	-$517K	0.25%	81
2017 Q2	$973K	Buy	+39,584	New	+$979K	0.55%	56
2015 Q1	–	Sell	-22,450	Closed	-$504K	–	150
2014 Q4	$504K	Buy	+22,450	New	+$516K	0.32%	85

Other funds holding JPI

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Shaker Financial Services's JPI Position: Q2 2025 in Review

Shaker Financial Services sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2025, closing a stake of 34,732 shares — an estimated $689K sold.

Shaker Financial Services first reported a position in JPI in Q4 2014 and held it in 13 quarters. The position peaked at $973K in Q2 2017. 53 funds tracked by Wall St. Rank hold JPI as of Q2 2025.

Shaker Financial Services reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Shaker Financial Services sold 34,732 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2025, an estimated $689K.
Shaker Financial Services first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2014 and held it in 13 quarters.
Shaker Financial Services's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $973K in Q2 2017.
53 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2025.

Based on Shaker Financial Services's 13F filing for Q2 2025, filed 5 Aug 2025.