AXS Investments’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

AXS Investments’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 Q2	–	Sell	-20,000	Closed	-$144K	–	265
2024 Q1	$144K	Sell	20,000 -7,000	-26%	-$49.7K	0.03%	287
2023 Q4	$183K	Buy	+27,000	New	+$172K	0.04%	293
2022 Q4	–	Sell	-95,190	Closed	-$662K	–	358
2022 Q3	$662K	Sell	95,190 -74,810	-44%	-$585K	0.26%	148
2022 Q2	$1.3M	Buy	+170,000	New	+$1.36M	0.46%	53
2021 Q4	–	Sell	-50,264	Closed	-$498K	–	210
2021 Q3	$498K	Buy	+50,264	New	+$502K	0.19%	54

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

AXS Investments's JPC Position: Q2 2024 in Review

AXS Investments sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2024, closing a stake of 20,000 shares — an estimated $144K sold.

AXS Investments first reported a position in JPC in Q3 2021 and held it in 5 quarters. The position peaked at $1.3M in Q2 2022. 280 funds tracked by Wall St. Rank hold JPC as of Q2 2024.

AXS Investments reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
AXS Investments sold 20,000 Nuveen Preferred & Income Opportunities Fund shares in Q2 2024, an estimated $144K.
AXS Investments first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2021 and held it in 5 quarters.
AXS Investments's Nuveen Preferred & Income Opportunities Fund position peaked at $1.3M in Q2 2022.
280 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.