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Bartlett & Co Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Bartlett & Co Wealth Management’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 		– Sell
-3,419
Closed -$27.8K – 1137
2024
Q3 		$27.8K Hold
3,419
– – ﹤0.01% 761
2024
Q2 		$25.8K Hold
3,419
– – ﹤0.01% 781
2024
Q1 		$24.7K Hold
3,419
– – ﹤0.01% 790
2023
Q4 		$23.1K Buy
+3,419
New +$21.7K ﹤0.01% 857

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 $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bartlett & Co Wealth Management's JPC Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2024, closing a stake of 3,419 shares — an estimated $27.8K sold.

Bartlett & Co Wealth Management first reported a position in JPC in Q4 2023 and held it in 4 quarters. The position peaked at $27.8K in Q3 2024. 297 funds tracked by Wall St. Rank hold JPC as of Q4 2024.

  • Bartlett & Co Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 3,419 Nuveen Preferred & Income Opportunities Fund shares in Q4 2024, an estimated $27.8K.
  • Bartlett & Co Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $27.8K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.