We are live on
!
Find out more
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 |
|
|---|---|---|---|---|---|---|
| 51 |
LCM
51
Liberty Capital Management
Birmingham,
Michigan
| $15K | – | – | – |
|
| 52 |
CWM
52
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| $10K | +$10.5K | +450 | New |
|
| 53 |
PCM
53
Penserra Capital Management
Orinda,
California
| $8K | +$936 | +40 | +12% |
|
| 54 |
TDC
54
Thompson Davis & Co
Richmond,
Virginia
| $6K | – | – | – |
|
| 55 |
FANJ
55
Financial Architects (New Jersey)
Marlton,
New Jersey
| $5K | – | – | – |
|
| 56 |
FNBT
56
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$398K | -16,183 | Closed |
|
| 57 |
57
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$148K | -6,000 | Closed |
|
| 58 |
58
Creative Planning
Overland Park,
Kansas
| – | -$99K | -4,023 | Closed |
|
| 59 |
MFS
59
MSI Financial Services
Springfield,
Massachusetts
| – | -$31K | -1,250 | Closed |
|
| 60 |
GWS
60
Glassman Wealth Services
Vienna,
Virginia
| – | -$25K | -1,000 | Closed |
|
| 61 |
EWM
61
Evercore Wealth Management
New York
| – | -$2K | -100 | Closed |
|