UBS Group’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

UBS Group’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	-90,037	Closed	-$1.87M	–	10617
2025 Q2	$1.87M	Sell	90,037 -69,552	-44%	-$1.39M	﹤0.01%	4887
2025 Q1	$3.14M	Buy	159,589 +15,649	+11%	+$312K	﹤0.01%	4268
2024 Q4	$2.82M	Buy	143,940 +6,531	+5%	+$135K	﹤0.01%	4396
2024 Q3	$2.86M	Sell	137,409 -20,853	-13%	-$412K	﹤0.01%	3651
2024 Q2	$3.08M	Buy	158,262 +17,997	+13%	+$345K	﹤0.01%	3322
2024 Q1	$2.7M	Sell	140,265 -27,854	-17%	-$521K	﹤0.01%	3636
2023 Q4	$3.07M	Buy	168,119 +3,478	+2%	+$60K	﹤0.01%	3332
2023 Q3	$2.83M	Sell	164,641 -7,745	-4%	-$133K	﹤0.01%	3107
2023 Q2	$2.89M	Sell	172,386 -31,221	-15%	-$526K	﹤0.01%	3154
2023 Q1	$3.59M	Buy	203,607 +3,822	+2%	+$72.9K	﹤0.01%	2840
2022 Q4	$3.71M	Sell	199,785 -28,668	-13%	-$531K	﹤0.01%	2783
2022 Q3	$4.21M	Buy	228,453 +8,513	+4%	+$169K	﹤0.01%	2513
2022 Q2	$4.22M	Buy	219,940 +55,626	+34%	+$1.14M	﹤0.01%	2511
2022 Q1	$3.61M	Buy	164,314 +30,753	+23%	+$716K	﹤0.01%	2866
2021 Q4	$3.46M	Sell	133,561 -3,611	-3%	-$90.8K	﹤0.01%	3229
2021 Q3	$3.4M	Buy	137,172 +35,912	+35%	+$922K	﹤0.01%	3094
2021 Q2	$2.58M	Buy	101,260 +797	+0.8%	+$20.2K	﹤0.01%	3329
2021 Q1	$2.51M	Buy	100,463 +4,086	+4%	+$99.2K	﹤0.01%	3330
2020 Q4	$2.37M	Buy	96,377 +6,564	+7%	+$152K	﹤0.01%	3245
2020 Q3	$1.97M	Sell	89,813 -12,423	-12%	-$278K	﹤0.01%	3053
2020 Q2	$2.32M	Sell	102,236 -28,524	-22%	-$580K	﹤0.01%	2736
2020 Q1	$2.38M	Sell	130,760 -5,111	-4%	-$120K	﹤0.01%	2591
2019 Q4	$3.51M	Buy	135,871 +27,826	+26%	+$698K	﹤0.01%	2950
2019 Q3	$2.67M	Buy	108,045 +3,026	+3%	+$73.2K	﹤0.01%	3012
2019 Q2	$2.49M	Buy	105,019 +4,655	+5%	+$108K	﹤0.01%	2954
2019 Q1	$2.26M	Sell	100,364 -2,464	-2%	-$54.2K	﹤0.01%	2892
2018 Q4	$2.08M	Buy	102,828 +3,708	+4%	+$79.3K	﹤0.01%	3000
2018 Q3	$2.25M	Buy	99,120 +10,744	+12%	+$249K	﹤0.01%	3121
2018 Q2	$2.04M	Sell	88,376 -179	-0.2%	-$4.24K	﹤0.01%	3150
2018 Q1	$2.1M	Sell	88,555 -1,975	-2%	-$47.2K	﹤0.01%	3093
2017 Q4	$2.24M	Buy	90,530 +16,037	+22%	+$403K	﹤0.01%	3098
2017 Q3	$1.88M	Buy	74,493 +18,154	+32%	+$452K	﹤0.01%	3188
2017 Q2	$1.39M	Buy	56,339 +8,806	+19%	+$218K	﹤0.01%	3339
2017 Q1	$1.15M	Sell	47,533 -37,813	-44%	-$898K	﹤0.01%	3422
2016 Q4	$1.96M	Buy	85,346 +4,732	+6%	+$111K	﹤0.01%	2929
2016 Q3	$1.98M	Buy	80,614 +46,403	+136%	+$1.14M	﹤0.01%	2854
2016 Q2	$837K	Sell	34,211 -10,387	-23%	-$245K	﹤0.01%	3531
2016 Q1	$1.04M	Sell	44,598 -26,370	-37%	-$607K	﹤0.01%	3214
2015 Q4	$1.61M	Sell	70,968 -3,141	-4%	-$72.1K	﹤0.01%	3010
2015 Q3	$1.62M	Buy	74,109 +3,849	+5%	+$85.9K	﹤0.01%	2924
2015 Q2	$1.56M	Buy	70,260 +985	+1%	+$22.9K	﹤0.01%	3207
2015 Q1	$1.62M	Buy	69,275 +7,157	+12%	+$167K	﹤0.01%	3124
2014 Q4	$1.4M	Buy	+62,118	New	+$1.43M	﹤0.01%	3271

Other funds holding JPI

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

UBS Group's JPI Position: Q3 2025 in Review

UBS Group sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q3 2025, closing a stake of 90,037 shares — an estimated $1.87M sold.

UBS Group first reported a position in JPI in Q4 2014 and held it in 43 quarters. The position peaked at $4.22M in Q2 2022. 1 fund tracked by Wall St. Rank holds JPI as of Q3 2025.

UBS Group reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
UBS Group sold 90,037 Nuveen Preferred Securities & Income Opportunities Fund shares in Q3 2025, an estimated $1.87M.
UBS Group first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2014 and held it in 43 quarters.
UBS Group's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $4.22M in Q2 2022.
1 fund tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.