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Atomi Financial Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Atomi Financial Group’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
2025
Q3 		– Sell
-12,910
Closed -$104K – 1206
2025
Q2 		$104K Buy
12,910
+201
+2% +$1.56K ﹤0.01% 1084
2025
Q1 		$101K Buy
+12,709
New +$101K ﹤0.01% 1015

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atomi Financial Group's JPC Position: Q3 2025 in Review

Atomi Financial Group sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2025, closing a stake of 12,910 shares — an estimated $104K sold.

Atomi Financial Group first reported a position in JPC in Q1 2025 and held it in 2 quarters. The position peaked at $104K in Q2 2025. 313 funds tracked by Wall St. Rank hold JPC as of Q3 2025.

  • Atomi Financial Group reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Atomi Financial Group sold 12,910 Nuveen Preferred & Income Opportunities Fund shares in Q3 2025, an estimated $104K.
  • Atomi Financial Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and held it in 2 quarters.
  • Atomi Financial Group's Nuveen Preferred & Income Opportunities Fund position peaked at $104K in Q2 2025.
  • 313 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.