NUVEEN PREFERRED SECURITIES (JPI) Top Institutional Shareholders
NUVEEN PREFERRED SECURITIES (JPI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.04M in JPI holdings during the latest filing period.
Independent Financial Group, Llc is currently the largest disclosed institutional shareholder of JPI tracked by InsiderSet, reporting ownership valued at approximately $2.04M in its June 30, 2021 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed JPI value among the investors covered in this analysis. Major shareholders include Independent Financial Group, Llc, Huntington National Bank, and several other long-term asset managers with concentrated positions in NUVEEN PREFERRED SECURITIES (JPI).
This page ranks the largest institutional JPI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$2.04M
Largest Holder
Independent Financial Group, Llc
Largest Position
$2.04M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
5
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Independent Financial Group, Llc | 0.02% | 100,467 | $2,042,447 | — | — | — | |
| Huntington National Bank | 0.00% | 1 | $21 | — | — | — |
Frequently asked questions about JPI
Who owns the most JPI stock?
The largest holders of JPI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NUVEEN PREFERRED SECURITIES (JPI).
Is JPI widely held by superinvestors?
Many widely followed stocks like JPI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JPI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.