ZIG
JPS

Zullo Investment Group’s Nuveen Preferred & Income Securities Fund JPS Stock Holding History

Zullo Investment Group’s Portfolio JPS Stock Details JPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-692
Closed -$4.71K – 757
2022
Q4 		$4.71K Buy
692
+13
+2% +$89 ﹤0.01% 610
2022
Q3 		$4K Buy
679
+12
+2% +$88 ﹤0.01% 639
2022
Q2 		$5K Buy
667
+12
+2% +$92 ﹤0.01% 642
2022
Q1 		$6K Buy
655
+11
+2% +$97 ﹤0.01% 638
2021
Q4 		$6K Buy
+644
New +$6.21K ﹤0.01% 642

Other funds holding JPS

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zullo Investment Group's JPS Position: Q1 2023 in Review

Zullo Investment Group sold out of Nuveen Preferred & Income Securities Fund (JPS) in Q1 2023, closing a stake of 692 shares — an estimated $4.71K sold.

Zullo Investment Group first reported a position in JPS in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 212 funds tracked by Wall St. Rank hold JPS as of Q1 2023.

  • Zullo Investment Group reported no remaining Nuveen Preferred & Income Securities Fund position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 692 Nuveen Preferred & Income Securities Fund shares in Q1 2023, an estimated $4.71K.
  • Zullo Investment Group first reported a position in Nuveen Preferred & Income Securities Fund in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Nuveen Preferred & Income Securities Fund position peaked at $6K in Q1 2022.
  • 212 funds tracked by Wall St. Rank held Nuveen Preferred & Income Securities Fund as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.