Abel Hall LLC’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Abel Hall LLC’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 Q1	$630K	Buy	83,600 +13,600	+19%	+$110K	0.13%	137
2025 Q4	$568K	Hold	70,000	–	–	0.13%	143
2025 Q3	$574K	Hold	70,000	–	–	0.23%	73
2025 Q2	$561K	Buy	70,000 +60,000	+600%	+$465K	0.26%	66
2025 Q1	$79.6K	Hold	10,000	–	–	0.05%	175
2024 Q4	$78.6K	Hold	10,000	–	–	0.05%	147
2024 Q3	$80.7K	Hold	10,000	–	–	0.05%	146
2024 Q2	$74.7K	Hold	10,000	–	–	0.05%	133
2024 Q1	$71.9K	Hold	10,000	–	–	0.05%	133
2023 Q4	$67.6K	Buy	+10,000	New	+$63.6K	0.06%	116

Other funds holding JPC

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

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James Financial

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return