TAM
JPI

Tucker Asset Management’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

Tucker Asset Management’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
Q1 		– Sell
-500
Closed -$9.8K – 630
2024
Q4 		$9.8K Hold
500
– – ﹤0.01% 769
2024
Q3 		$10.4K Hold
500
– – ﹤0.01% 697
2024
Q2 		$9.72K Hold
500
– – ﹤0.01% 856
2024
Q1 		$9.62K Buy
+500
New +$9.36K ﹤0.01% 868

Other funds holding JPI

SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tucker Asset Management's JPI Position: Q1 2025 in Review

Tucker Asset Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2025, closing a stake of 500 shares — an estimated $9.8K sold.

Tucker Asset Management first reported a position in JPI in Q1 2024 and held it in 4 quarters. The position peaked at $10.4K in Q3 2024. 50 funds tracked by Wall St. Rank hold JPI as of Q1 2025.

  • Tucker Asset Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Tucker Asset Management sold 500 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2025, an estimated $9.8K.
  • Tucker Asset Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q1 2024 and held it in 4 quarters.
  • Tucker Asset Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $10.4K in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.