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JPI
Nuveen Preferred Securities & Income Opportunities Fund
JPI
JPI
Delisted
JPI was delisted on the 19th of September, 2025.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
WEC
26
Winslow Evans & Crocker
Boston,
Massachusetts
| $95.3K | – | – | – |
|
| 27 |
WAM
27
Wolverine Asset Management
Chicago,
Illinois
| $85K | +$53.9K | +2,319 | +176% |
|
| 28 |
TDC
28
Thompson Davis & Co
Richmond,
Virginia
| $76K | – | – | – |
|
| 29 |
BRWA
29
B. Riley Wealth Advisors
Boca Raton,
Florida
| $58.7K | -$23.3K | -1,000 | -29% |
|
| 30 |
TJHA
30
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| $54K | – | – | – |
|
| 31 |
31
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $54K | +$53.5K | +2,300 | New |
|
| 32 |
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$15K | -666 | Closed |
|
| 33 |
LTFS
33
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$14K | -600 | Closed |
|
| 34 |
34
Barclays
London,
United Kingdom
| – | -$1K | -46 | Closed |
|