SC
JPI

SouthState Corp’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

SouthState Corp’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
2022
Q3 		– Sell
-650
Closed -$12K – 708
2022
Q2 		$12K Buy
+650
New +$13.3K ﹤0.01% 569

Other funds holding JPI

CA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SouthState Corp's JPI Position: Q3 2022 in Review

SouthState Corp sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2022, closing a stake of 650 shares — an estimated $12K sold.

SouthState Corp first reported a position in JPI in Q2 2022 and held it in 1 quarter. The position peaked at $12K in Q2 2022. 59 funds tracked by Wall St. Rank hold JPI as of Q3 2022.

  • SouthState Corp reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2022 after selling out during the quarter.
  • SouthState Corp sold 650 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2022, an estimated $12K.
  • SouthState Corp first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2022 and held it in 1 quarter.
  • SouthState Corp's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $12K in Q2 2022.
  • 59 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2022.

Based on SouthState Corp's 13F filing for Q3 2022, filed 7 Nov 2022.