Sit Investment Associates’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Sit Investment Associates’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	-8,375	Closed	-$165K	–	534
2025 Q1	$165K	Buy	+8,375	New	+$167K	﹤0.01%	460
2024 Q3	–	Sell	-529,800	Closed	-$10.3M	–	551
2024 Q2	$10.3M	Sell	529,800 -39,428	-7%	-$755K	0.24%	124
2024 Q1	$11M	Buy	569,228 +97,850	+21%	+$1.83M	0.25%	118
2023 Q4	$8.62M	Buy	471,378 +86,167	+22%	+$1.49M	0.21%	146
2023 Q3	$6.61M	Buy	385,211 +174,429	+83%	+$3M	0.18%	168
2023 Q2	$3.54M	Buy	210,782 +46,578	+28%	+$785K	0.09%	227
2023 Q1	$2.9M	Buy	164,204 +24,271	+17%	+$463K	0.08%	258
2022 Q4	$2.6M	Buy	139,933 +123,693	+762%	+$2.29M	0.07%	264
2022 Q3	$299K	Buy	+16,240	New	+$322K	0.01%	424
2022 Q2	–	Sell	-220,581	Closed	-$4.85M	–	522
2022 Q1	$4.85M	Sell	220,581 -212,248	-49%	-$4.94M	0.13%	196
2021 Q4	$11.2M	Buy	432,829 +55,323	+15%	+$1.39M	0.26%	120
2021 Q3	$9.36M	Buy	377,506 +36,419	+11%	+$935K	0.24%	129
2021 Q2	$8.7M	Sell	341,087 -26,200	-7%	-$664K	0.22%	144
2021 Q1	$9.19M	Buy	367,287 +107,107	+41%	+$2.6M	0.24%	124
2020 Q4	$6.4M	Buy	260,180 +112,629	+76%	+$2.6M	0.17%	179
2020 Q3	$3.24M	Buy	147,551 +104,158	+240%	+$2.33M	0.1%	237
2020 Q2	$983K	Buy	+43,393	New	+$882K	0.03%	328
2019 Q3	–	Sell	-40,346	Closed	-$955K	–	538
2019 Q2	$955K	Buy	40,346 +30,548	+312%	+$710K	0.03%	348
2019 Q1	$220K	Buy	+9,798	New	+$215K	0.01%	452
2018 Q1	–	Sell	-32,807	Closed	-$812K	–	574
2017 Q4	$812K	Hold	32,807	–	–	0.02%	388
2017 Q3	$826K	Buy	+32,807	New	+$818K	0.02%	380
2015 Q4	–	Sell	-20,871	Closed	-$457K	–	485
2015 Q3	$457K	Sell	20,871 -401	-2%	-$8.95K	0.01%	373
2015 Q2	$473K	Sell	21,272 -14,228	-40%	-$330K	0.01%	366
2015 Q1	$832K	Hold	35,500	–	–	0.01%	320
2014 Q4	$797K	Buy	+35,500	New	+$817K	0.01%	330

Other funds holding JPI

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sit Investment Associates's JPI Position: Q2 2025 in Review

Sit Investment Associates sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2025, closing a stake of 8,375 shares — an estimated $165K sold.

Sit Investment Associates first reported a position in JPI in Q4 2014 and held it in 25 quarters. The position peaked at $11.2M in Q4 2021. 53 funds tracked by Wall St. Rank hold JPI as of Q2 2025.

Sit Investment Associates reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Sit Investment Associates sold 8,375 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2025, an estimated $165K.
Sit Investment Associates first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2014 and held it in 25 quarters.
Sit Investment Associates's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $11.2M in Q4 2021.
53 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2025.

Based on Sit Investment Associates's 13F filing for Q2 2025, filed 14 Aug 2025.