180 Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

180 Wealth Advisors’s Portfolio JPC Stock Details JPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$102K	Buy	12,897 +34	+0.3%	+$267	0.01%	476
2026 Q1	$97K	Buy	12,863 +22	+0.2%	+$178	0.01%	463
2025 Q4	$104K	Buy	12,841 +22	+0.2%	+$179	0.01%	462
2025 Q3	$105K	Sell	12,819 -250	-2%	-$2.03K	0.01%	445
2025 Q2	$105K	Hold	13,069	–	–	0.01%	413
2025 Q1	$104K	Hold	13,069	–	–	0.02%	399
2024 Q4	$103K	Sell	13,069 -1,137	-8%	-$9.15K	0.02%	414
2024 Q3	$115K	Hold	14,206	–	–	0.02%	427
2024 Q2	$109K	Sell	14,206 -296	-2%	-$2.13K	0.02%	416
2024 Q1	$104K	Hold	14,502	–	–	0.02%	390
2023 Q4	$99.1K	Buy	+14,502	New	+$92.2K	0.02%	374

Other funds holding JPC

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return