Stifel Financial
JPI

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

Stifel Financial’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
-38,100
Closed -$792K – 3595
2025
Q2 		$792K Sell
38,100
-2,656
-7% -$53.1K ﹤0.01% 2488
2025
Q1 		$802K Sell
40,756
-3,124
-7% -$62.3K ﹤0.01% 2375
2024
Q4 		$860K Sell
43,880
-1,855
-4% -$38.4K ﹤0.01% 2348
2024
Q3 		$952K Sell
45,735
-200,426
-81% -$3.96M ﹤0.01% 2262
2024
Q2 		$4.79M Sell
246,161
-145
-0.1% -$2.78K 0.01% 1167
2024
Q1 		$4.74M Sell
246,306
-459
-0.2% -$8.59K 0.01% 1175
2023
Q4 		$4.51M Buy
246,765
+14,855
+6% +$256K 0.01% 1161
2023
Q3 		$3.98M Sell
231,910
-14,937
-6% -$257K 0.01% 1155
2023
Q2 		$4.14M Sell
246,847
-45,418
-16% -$765K 0.01% 1153
2023
Q1 		$5.15M Sell
292,265
-10,290
-3% -$196K 0.01% 999
2022
Q4 		$5.62M Buy
302,555
+21,351
+8% +$395K 0.01% 920
2022
Q3 		$5.18M Buy
281,204
+7,520
+3% +$149K 0.01% 935
2022
Q2 		$5.26M Buy
273,684
+26,384
+11% +$542K 0.01% 955
2022
Q1 		$5.44M Buy
247,300
+73,019
+42% +$1.7M 0.01% 1011
2021
Q4 		$4.51M Buy
174,281
+147,511
+551% +$3.71M 0.01% 1132
2021
Q3 		$664K Buy
26,770
+65
+0.2% +$1.67K ﹤0.01% 2405
2021
Q2 		$681K Buy
26,705
+11,122
+71% +$282K ﹤0.01% 2394
2021
Q1 		$390K Buy
15,583
+5,825
+60% +$141K ﹤0.01% 2633
2020
Q4 		$240K Sell
9,758
-400
-4% -$9.24K ﹤0.01% 2721
2020
Q3 		$223K Buy
10,158
+545
+6% +$12.2K ﹤0.01% 2563
2020
Q2 		$218K Buy
+9,613
New +$195K ﹤0.01% 2546
2020
Q1 		– Sell
-22,163
Closed -$572K – 2964
2019
Q4 		$572K Buy
22,163
+988
+5% +$24.8K ﹤0.01% 2167
2019
Q3 		$526K Buy
21,175
+4,189
+25% +$101K ﹤0.01% 2142
2019
Q2 		$404K Sell
16,986
-2,609
-13% -$60.6K ﹤0.01% 2319
2019
Q1 		$441K Buy
+19,595
New +$431K ﹤0.01% 2136
2018
Q4 		– Sell
-11,183
Closed -$254K – 2746
2018
Q3 		$254K Buy
11,183
+800
+8% +$18.6K ﹤0.01% 2456
2018
Q2 		$240K Sell
10,383
-1,195
-10% -$28.3K ﹤0.01% 2436
2018
Q1 		$274K Buy
+11,578
New +$277K ﹤0.01% 2296
2017
Q3 		– Sell
-8,203
Closed -$203K – 2615
2017
Q2 		$203K Sell
8,203
-2,377
-22% -$58.8K ﹤0.01% 2340
2017
Q1 		$254K Buy
10,580
+844
+9% +$20K ﹤0.01% 2186
2016
Q4 		$225K Buy
9,736
+1,337
+16% +$31.3K ﹤0.01% 2190
2016
Q3 		$207K Sell
8,399
-6,511
-44% -$161K ﹤0.01% 2164
2016
Q2 		$365K Buy
+14,910
New +$352K ﹤0.01% 1935

Other funds holding JPI

Osaic Holdings
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

Stifel Financial's JPI Position: Q3 2025 in Review

Stifel Financial sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 38,100 shares — an estimated $792K sold.

Stifel Financial first reported a position in JPI in Q2 2016 and held it in 33 quarters. The position peaked at $5.62M in Q4 2022. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

  • Stifel Financial reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 38,100 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $792K.
  • Stifel Financial first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2016 and held it in 33 quarters.
  • Stifel Financial's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $5.62M in Q4 2022.
  • 1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.