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JPI

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Delisted

JPI was delisted on the 19th of September, 2025.

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49 hedge funds and large institutions have $42M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

6% more capital invested

Capital invested by funds: $39.6M → $42M (+$2.45M)

0.69% more ownership

Funds ownership: 8.68% → 9.38% (+0.69%)

0% more funds holding

Funds holding: 49 → 49 (0)

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
15
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWA
Kingswood Wealth Advisors
California
+$435K
2
Bank of America
Bank of America
North Carolina
+$391K
3
DWM
Diversify Wealth Management
Utah
+$334K
4
Morgan Stanley
Morgan Stanley
New York
+$325K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$320K

Top Sellers

1
CA
Cornerstone Advisory
Maryland
-$1.95M
2
HWAM
Hennion & Walsh Asset Management
New Jersey
-$361K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$226K
4
MHS
M Holdings Securities
Oregon
-$213K
5
Truist Financial
Truist Financial
North Carolina
-$197K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Smith Asset Management
Florida
$4.91M +$5.18M +250,613 New
CA
2
Cornerstone Advisory
Maryland
$3.97M -$1.95M -94,444 -33%
Truist Financial
3
Truist Financial
North Carolina
$3.2M -$197K -9,527 -6%
Morgan Stanley
4
Morgan Stanley
New York
$2.83M +$325K +15,726 +12%
UBS Group
5
UBS Group
Switzerland
$2.82M +$135K +6,531 +5%
Wells Fargo
6
Wells Fargo
California
$2.67M -$167K -8,078 -6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.61M -$226K -10,907 -8%
Raymond James Financial
8
Raymond James Financial
Florida
$2.09M +$2.21M +106,754 New
LPL Financial
9
LPL Financial
California
$2M +$64.5K +3,120 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.99M +$320K +15,450 +18%
CPIG
11
Chicago Partners Investment Group
Illinois
$1.62M -$60.3K -2,914 -3%
Bank of America
12
Bank of America
North Carolina
$1.03M +$391K +18,893 +56%
KWA
13
Kingswood Wealth Advisors
California
$942K +$435K +21,020 +78%
Stifel Financial
14
Stifel Financial
Missouri
$860K -$38.4K -1,855 -4%
Ameriprise
15
Ameriprise
Minnesota
$842K -$108K -5,222 -11%
SA
16
Sanctuary Advisors
Indiana
$756K +$1.26K +61 +0.2%
EAM
17
Everstar Asset Management
North Carolina
$718K -$68.2K -3,300 -8%
Osaic Holdings
18
Osaic Holdings
Arizona
$709K -$15.3K -741 -2%
EGA
19
E&G Advisors
Texas
$646K -$101K -4,900 -13%
Lido Advisors
20
Lido Advisors
California
$447K – – –
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$438K +$40.2K +1,946 +10%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$329K +$12K +581 +4%
DWM
23
Diversify Wealth Management
Utah
$319K +$334K +16,153 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$319K +$25.9K +1,250 +8%
PWA
25
Physician Wealth Advisors
Utah
$305K – – –
1
2 3

JPI Hedge Fund Activity: Q4 2024 in Review

49 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Nuveen Preferred Securities & Income Opportunities Fund (JPI) for Q4 2024, worth a combined $42M — up 6.2% from $39.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JPI positions and 8 closed out — a net gain of 1 holder — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Kingswood Wealth Advisors, adding an estimated $435K. The largest seller was Cornerstone Advisory, cutting an estimated $1.95M.

  • 49 institutional investors held Nuveen Preferred Securities & Income Opportunities Fund (JPI) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $42M of Nuveen Preferred Securities & Income Opportunities Fund stock for Q4 2024, up 6.2% quarter-over-quarter.
  • 9 funds opened new Nuveen Preferred Securities & Income Opportunities Fund positions in Q4 2024 and 8 closed out, a net change of +1 holder.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund buyer in Q4 2024 was Kingswood Wealth Advisors, an estimated $435K added.
  • The largest Nuveen Preferred Securities & Income Opportunities Fund seller in Q4 2024 was Cornerstone Advisory, an estimated $1.95M sold.

Based on aggregated 13F filings for Q4 2024.