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

Wolverine 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 Q2	–	Sell	-3,255	Closed	-$64K	–	1708
2025 Q1	$64K	Buy	+3,255	New	+$64.9K	﹤0.01%	1147
2024 Q3	–	Sell	-1,220	Closed	-$23.7K	–	1717
2024 Q2	$23.7K	Buy	+1,220	New	+$23.4K	﹤0.01%	1245
2022 Q2	–	Sell	-4,090	Closed	-$89K	–	2392
2022 Q1	$89K	Buy	+4,090	New	+$95.3K	﹤0.01%	1337
2021 Q4	–	Sell	-18,701	Closed	-$463K	–	2135
2021 Q3	$463K	Buy	+18,701	New	+$480K	﹤0.01%	982
2019 Q1	–	Sell	-8,250	Closed	-$166K	–	1543
2018 Q4	$166K	Buy	8,250 +7,545	+1,070%	+$161K	﹤0.01%	1276
2018 Q3	$16K	Buy	+705	New	+$16.4K	﹤0.01%	1412
2017 Q3	–	Sell	-8,189	Closed	-$201K	–	1425
2017 Q2	$201K	Sell	8,189 -3,304	-29%	-$81.7K	﹤0.01%	949
2017 Q1	$276K	Buy	+11,493	New	+$273K	﹤0.01%	816
2014 Q3	–	Sell	-3,636	Closed	-$85K	–	2560
2014 Q2	$85K	Buy	3,636 +2,319	+176%	+$53.9K	﹤0.01%	1211
2014 Q1	$30K	Buy	+1,317	New	+$29.9K	﹤0.01%	1506
2013 Q4	–	Sell	-5,763	Closed	-$130K	–	2805
2013 Q3	$130K	Buy	5,763 +4,507	+359%	+$103K	﹤0.01%	1350
2013 Q2	$30K	Buy	+1,256	New	+$31.5K	﹤0.01%	1875

Other funds holding JPI

MOS

MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wolverine Asset Management's JPI Position: Q2 2025 in Review

Wolverine Asset Management sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q2 2025, closing a stake of 3,255 shares — an estimated $64K sold.

Wolverine Asset Management first reported a position in JPI in Q2 2013 and held it in 12 quarters. The position peaked at $463K in Q3 2021. 53 funds tracked by Wall St. Rank hold JPI as of Q2 2025.

Wolverine Asset Management reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
Wolverine Asset Management sold 3,255 Nuveen Preferred Securities & Income Opportunities Fund shares in Q2 2025, an estimated $64K.
Wolverine Asset Management first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q2 2013 and held it in 12 quarters.
Wolverine Asset Management's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $463K in Q3 2021.
53 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q2 2025.

Based on Wolverine Asset Management's 13F filing for Q2 2025, filed 4 Aug 2025.