Nuveen Preferred Securities & Income Opportunities FundJPI
JPI
About: Nuveen Preferred and Income Term Fund is a closed-end management investment company. Its investment objective is to provide a high level of current income and total return. The company's products include mutual funds, closed-end funds, Exchange-traded funds, Multi-asset model portfolios, and others.
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
1% more capital invested
Capital invested by funds: $42M [Q4 2024] → $42.5M (+$517K) [Q1 2025]
0% more funds holding
Funds holding: 49 [Q4 2024] → 49 (+0) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
0.25% less ownership
Funds ownership: 9.38% [Q4 2024] → 9.13% (-0.25%) [Q1 2025]
26% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 19
Research analyst outlook
We haven’t received any recent analyst ratings for JPI.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
JPI: Questionable Dividend Sustainability From This High-Yield CEF
JPI offers a high 9.8% yield and monthly income, appealing to income-focused investors, but its earnings history is inconsistent and payout sustainability is questionable. The fund currently trades at a premium to NAV, which is not justified by recent performance; historically, it has traded at a discount, making entry less attractive now. JPI is sensitive to high interest rates and holds significant leverage, amplifying both potential returns and risks, especially with exposure to below-investment-grade borrowers.
Neutral
Seeking Alpha
4 months ago
JPI: Watch Out For The Merger, Unappealing In The Current Format
Nuveen proposes merging JPI into JPC to create a larger fund with higher net operating expenses and increased trading volume, pending shareholder approval. JPI has a lower expense ratio and better historical performance discount wise when compared to JPC, making the merger less attractive for JPI shareholders without additional incentives. JPI shareholders have experienced lower volatility and better long-term returns, questioning the benefits of merging into JPC.
Neutral
Business Wire
4 months ago
Nuveen Preferred Securities Closed-End Funds Announce Proposed Merger
NEW YORK--(BUSINESS WIRE)--The Boards of Trustees of Nuveen Preferred Securities & Income Opportunities Fund (NYSE: JPI) and Nuveen Preferred & Income Opportunities Fund (NYSE: JPC) have approved a proposal to merge the funds. The proposed merger, if approved by shareholders, would combine JPI into JPC. The merger is intended to create a larger fund with lower net operating expenses and increased trading volume on the exchange for common shares. The proposed merger of the funds is subje.
Negative
Seeking Alpha
10 months ago
CEF Weekly Review: Reverse Splits Are Never A Good Sign
We review the CEF market valuation and performance through the fourth week of August and highlight recent market action. CEFs had a strong week, with most sectors finishing in the green, supported by lower Treasury yields. PIMCO Muni CEF coverage has increased - an expected outcome of its ARPS retirement. However, the size of the boost looks overdone.
Positive
Seeking Alpha
11 months ago
CEF Weekly Review: Not Everything Is An Arbitrage
We review the CEF market valuation and performance through the third week of August and highlight recent market action. CEFs had a strong week, with most sectors finishing in the green, supported by lower Treasury yields. Tortoise plans to merge three MLP-focused CEFs into a new ETF, potentially eliminating discounts but don't call it an arbitrage.
Positive
Seeking Alpha
11 months ago
JPI: Now A Perpetual CEF, Implications For Shareholders
Nuveen Preferred & Income Term Fund successfully completed a tender offer, transitioning to a perpetual structure with only 37% of shareholders tendering their shares. Shareholders who tendered their shares will receive NAV for their holdings, while those who did not will continue to hold JPI and face risks associated with bank preferred equity. The corporate action led to an 8% gain for all shareholders in 2024 due to the discount to NAV moving to flat, with the CEF expected to start trading at a discount again post-transition.
Neutral
Business Wire
11 months ago
Nuveen Preferred and Income Term Fund Announces Final Results of Tender Offer and Increase in Distribution Rate
NEW YORK--(BUSINESS WIRE)--Nuveen Preferred and Income Term Fund (NYSE: JPI) announced the final results of a tender offer. As previously announced, the fund conducted a tender offer allowing shareholders to offer up to 100% of their common shares for repurchase for cash at a price per share equal to 100% of the net asset value (NAV) per share as of the close of ordinary trading on the New York Stock Exchange on the expiration date of the tender offer. The tender offer expired on August 14, 202.
Neutral
Business Wire
11 months ago
Nuveen Preferred and Income Term Fund Announces Preliminary Results of Tender Offer
NEW YORK--(BUSINESS WIRE)--Nuveen Preferred and Income Term Fund (NYSE: JPI) announced the preliminary results of a tender offer. As previously announced, the fund conducted a tender offer allowing shareholders to offer up to 100% of their common shares for repurchase for cash at a price per share equal to 100% of the net asset value per share as of the close of ordinary trading on the New York Stock Exchange on the expiration date of the tender offer. The tender offer expired on August 14, 202.
Positive
Seeking Alpha
11 months ago
CEF Weekly Review: Neuberger Berman Doesn't Want To Be Left Out
We review CEF market valuation and performance through the fourth week of July and highlight recent market action. The week was mixed for CEFs with a high level of volatility. Neuberger Berman hikes Muni CEF distribution by 43%.
Positive
Seeking Alpha
1 year ago
Opportunities In Income Securities That Have Lagged The Rally
Income assets and financial markets have surged, with only local EM debt in the red year-to-date, due to dollar strength. Our countercyclical approach has led to the culling of high-flyers like BDC Gladstone Capital and the CEF Nuveen Preferred and Income Term Fund. We highlight opportunities in securities that have lagged the market across the CEF and BDC sectors.
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