WA
JPI

WPG Advisers’s Nuveen Preferred Securities & Income Opportunities Fund JPI Stock Holding History

WPG Advisers’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
-34
Closed -$666 – 1497
2024
Q4 		$666 Buy
+34
New +$703 ﹤0.01% 1290

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

WPG Advisers's JPI Position: Q1 2025 in Review

WPG Advisers sold out of Nuveen Preferred Securities & Income Opportunities Fund (JPI) in Q1 2025, closing a stake of 34 shares — an estimated $666 sold.

WPG Advisers first reported a position in JPI in Q4 2024 and held it in 1 quarter. The position peaked at $666 in Q4 2024. 50 funds tracked by Wall St. Rank hold JPI as of Q1 2025.

  • WPG Advisers reported no remaining Nuveen Preferred Securities & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • WPG Advisers sold 34 Nuveen Preferred Securities & Income Opportunities Fund shares in Q1 2025, an estimated $666.
  • WPG Advisers first reported a position in Nuveen Preferred Securities & Income Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • WPG Advisers's Nuveen Preferred Securities & Income Opportunities Fund position peaked at $666 in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Nuveen Preferred Securities & Income Opportunities Fund as of Q1 2025.

Based on WPG Advisers's 13F filing for Q1 2025, filed 15 May 2025.