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

AlphaMark 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
2024
Q4 		$2K Buy
314
+10
+3% +$80 ﹤0.01% 573
2024
Q3 		$2K Buy
304
+8
+3% +$62 ﹤0.01% 628
2024
Q2 		$2K Hold
296
– – ﹤0.01% 675
2024
Q1 		$2K Hold
296
– – ﹤0.01% 661
2023
Q4 		$2K Buy
+296
New +$1.88K ﹤0.01% 656

Other funds holding JPC

Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

AlphaMark Advisors's JPC Position: Q4 2024 in Review

AlphaMark Advisors increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 3.3% in Q4 2024, buying an estimated $80 and bringing the position to 314 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

AlphaMark Advisors first reported a position in JPC in Q4 2023 and has held it in 5 quarters since. 297 funds tracked by Wall St. Rank hold JPC as of Q4 2024.

  • AlphaMark Advisors held 314 shares of Nuveen Preferred & Income Opportunities Fund worth $2K as of Q4 2024.
  • AlphaMark Advisors bought 10 Nuveen Preferred & Income Opportunities Fund shares in Q4 2024, an estimated $80.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of AlphaMark Advisors's portfolio in Q4 2024, its #573 holding.
  • AlphaMark Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 5 quarters since.
  • 297 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2024.

Based on AlphaMark Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.