Truist Financial’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-217,961
| Closed | -$4.53M | – | 2753 |
|
|
2025
Q2 | $4.53M | Buy |
217,961
+64,691
| +42% | +$1.29M | 0.01% | 904 |
|
|
2025
Q1 | $3.01M | Sell |
153,270
-9,923
| -6% | -$198K | ﹤0.01% | 1036 |
|
|
2024
Q4 | $3.2M | Sell |
163,193
-9,527
| -6% | -$197K | 0.01% | 1022 |
|
|
2024
Q3 | $3.6M | Sell |
172,720
-260,959
| -60% | -$5.16M | 0.01% | 965 |
|
|
2024
Q2 | $8.44M | Buy |
433,679
+9,619
| +2% | +$184K | 0.01% | 660 |
|
|
2024
Q1 | $8.16M | Buy |
424,060
+2,681
| +0.6% | +$50.2K | 0.01% | 699 |
|
|
2023
Q4 | $7.7M | Buy |
421,379
+5,873
| +1% | +$101K | 0.01% | 705 |
|
|
2023
Q3 | $7.13M | Buy |
415,506
+97,542
| +31% | +$1.68M | 0.01% | 708 |
|
|
2023
Q2 | $5.34M | Sell |
317,964
-1,808
| -0.6% | -$30.5K | 0.01% | 817 |
|
|
2023
Q1 | $5.64M | Buy |
319,772
+18,410
| +6% | +$351K | 0.01% | 787 |
|
|
2022
Q4 | $5.6M | Buy |
301,362
+110,133
| +58% | +$2.04M | 0.01% | 780 |
|
|
2022
Q3 | $3.52M | Buy |
191,229
+5,099
| +3% | +$101K | 0.01% | 922 |
|
|
2022
Q2 | $3.58M | Sell |
186,130
-8,719
| -4% | -$179K | 0.01% | 936 |
|
|
2022
Q1 | $4.29M | Sell |
194,849
-3,879
| -2% | -$90.3K | 0.01% | 945 |
|
|
2021
Q4 | $5.14M | Buy |
198,728
+88,700
| +81% | +$2.23M | 0.01% | 875 |
|
|
2021
Q3 | $2.73M | Buy |
110,028
+44,122
| +67% | +$1.13M | ﹤0.01% | 1126 |
|
|
2021
Q2 | $1.68M | Sell |
65,906
-31,274
| -32% | -$793K | ﹤0.01% | 1379 |
|
|
2021
Q1 | $2.43M | Buy |
97,180
+444
| +0.5% | +$10.8K | ﹤0.01% | 1144 |
|
|
2020
Q4 | $2.38M | Sell |
96,736
-4,100
| -4% | -$94.7K | ﹤0.01% | 1096 |
|
|
2020
Q3 | $2.22M | Sell |
100,836
-2,829
| -3% | -$63.3K | ﹤0.01% | 1035 |
|
|
2020
Q2 | $2.35M | Sell |
103,665
-2,207
| -2% | -$44.9K | 0.01% | 962 |
|
|
2020
Q1 | $1.93M | Sell |
105,872
-14,497
| -12% | -$342K | 0.01% | 993 |
|
|
2019
Q4 | $3.11M | Buy |
+120,369
| New | +$3.02M | 0.01% | 940 |
|
Other funds holding JPI
Truist Financial's JPI Position: Q3 2025 in Review
Truist Financial sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 217,961 shares — an estimated $4.53M sold.
Truist Financial first reported a position in JPI in Q4 2019 and held it in 23 quarters. The position peaked at $8.44M in Q2 2024. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.
- Truist Financial reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
- Truist Financial sold 217,961 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $4.53M.
- Truist Financial first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2019 and held it in 23 quarters.
- Truist Financial's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $8.44M in Q2 2024.
- 1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.
Based on Truist Financial's 13F filing for Q3 2025, filed 3 Nov 2025.