49 Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

49 Wealth Management’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
2024 Q4	–	Sell	-46,409	Closed	-$375K	–	178
2024 Q3	$375K	Hold	46,409	–	–	0.06%	101
2024 Q2	$346K	Hold	46,409	–	–	0.07%	105
2024 Q1	$332K	Hold	46,409	–	–	0.07%	83
2023 Q4	$314K	Buy	+46,409	New	+$295K	0.08%	78

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

49 Wealth Management's JPC Position: Q4 2024 in Review

49 Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2024, closing a stake of 46,409 shares — an estimated $375K sold.

49 Wealth Management first reported a position in JPC in Q4 2023 and held it in 4 quarters. The position peaked at $375K in Q3 2024. 297 funds tracked by Wall St. Rank hold JPC as of Q4 2024.

49 Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
49 Wealth Management sold 46,409 Nuveen Preferred & Income Opportunities Fund shares in Q4 2024, an estimated $375K.
49 Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 4 quarters.
49 Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $375K in Q3 2024.
297 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2024.

Based on 49 Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.