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Ballentine Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Ballentine Partners’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
Q1 		– Sell
-53,693
Closed -$422K – 965
2024
Q4 		$422K Buy
+53,693
New +$432K 0.01% 477

Other funds holding JPC

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ballentine Partners's JPC Position: Q1 2025 in Review

Ballentine Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 53,693 shares — an estimated $422K sold.

Ballentine Partners first reported a position in JPC in Q4 2024 and held it in 1 quarter. The position peaked at $422K in Q4 2024. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

  • Ballentine Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Ballentine Partners sold 53,693 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $422K.
  • Ballentine Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and held it in 1 quarter.
  • Ballentine Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $422K in Q4 2024.
  • 283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on Ballentine Partners's 13F filing for Q1 2025, filed 1 May 2025.