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LPL Financial LLC

SEC CIK
0001403438
Latest filing
Aug 7, 2026

JPI holding history

Nuveen Preferred Securities & Income Opportunities Fund in every 13F filed by LPL Financial LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPI overviewAll 13F holders of JPIFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of JPI by LPL Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−95,622−100.0%Sold outHolders
Q2 202595,622$1.99M<0.1%−5,261−5.2%ReducedHolders
Q1 2025100,883$1.98M<0.1%−1,164−1.1%ReducedHolders
Q4 2024102,047$2.00M<0.1%+3,120+3.2%AddedHolders
Q3 202498,927$2.06M<0.1%−6,142−5.8%ReducedHolders
Q2 2024105,069$2.04M<0.1%−9,567−8.3%ReducedHolders
Q1 2024114,636$2.21M<0.1%+6,796+6.3%AddedHolders
Q4 2023107,840$1.97M<0.1%−6,197−5.4%ReducedHolders
Q3 2023114,037$1.96M<0.1%+34,115+42.7%AddedHolders
Q2 202379,922$1.34M<0.1%+32,723+69.3%AddedHolders
Q1 202347,199$832.1K<0.1%+5,437+13.0%AddedHolders
Q4 202241,762$775.9K<0.1%+4,685+12.6%AddedHolders
Q3 202237,077$683.0K<0.1%−460−1.2%ReducedHolders
Q2 202237,537$721.0K<0.1%+5,483+17.1%AddedHolders
Q1 202232,054$705.0K<0.1%+5,909+22.6%AddedHolders
Q4 202126,145$677.0K<0.1%−940−3.5%ReducedHolders
Q3 202127,085$672.0K<0.1%+492+1.9%AddedHolders
Q2 202126,593$678.0K<0.1%−375−1.4%ReducedHolders
Q1 202126,968$674.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.