AssetMark Inc
JPC icon

AssetMark Inc’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

AssetMark Inc’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 		$11.4K Sell
1,513
-200
-12% -$1.62K ﹤0.01% 2270
2025
Q4 		$13.9K Buy
1,713
+559
+48% +$4.54K ﹤0.01% 2114
2025
Q3 		$9.46K Buy
1,154
+542
+89% +$4.4K ﹤0.01% 2129
2025
Q2 		$4.91K Hold
612
– – ﹤0.01% 2141
2025
Q1 		$4.87K Hold
612
– – ﹤0.01% 2001
2024
Q4 		$4.81K Hold
612
– – ﹤0.01% 1938
2024
Q3 		$4.94K Hold
612
– – ﹤0.01% 1736
2024
Q2 		$4.57K Sell
612
-99
-14% -$711 ﹤0.01% 1616
2024
Q1 		$5.11K Buy
+711
New +$5.05K ﹤0.01% 1463
2021
Q3 		– Sell
-922
Closed -$9K – 1474
2021
Q2 		$9K Buy
+922
New +$8.98K ﹤0.01% 1004

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