Beacon Capital Management LLC (Tennessee)’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-14,258	Closed	-$114K	–	604
2025 Q2	$114K	Hold	14,258	–	–	0.02%	186
2025 Q1	$113K	Sell	14,258 -218	-2%	-$1.74K	0.02%	180
2024 Q4	$114K	Buy	14,476 +1,254	+9%	+$10.1K	0.01%	171
2024 Q3	$107K	Buy	13,222 +11	+0.1%	+$85	0.02%	187
2024 Q2	$98.7K	Buy	13,211 +8	+0.1%	+$57	0.02%	173
2024 Q1	$94.9K	Buy	13,203 +403	+3%	+$2.86K	0.02%	176
2023 Q4	$81K	Hold	12,800	–	–	0.02%	159
2023 Q3	$82.9K	Hold	12,800	–	–	0.02%	170
2023 Q2	$82.9K	Hold	12,800	–	–	0.02%	170
2023 Q1	$84.2K	Hold	12,800	–	–	0.02%	161
2022 Q4	$93.2K	Hold	12,800	–	–	0.03%	152
2022 Q3	$98K	Hold	12,800	–	–	0.03%	140
2022 Q2	$110K	Hold	12,800	–	–	0.03%	145
2022 Q1	$110K	Buy	+12,800	New	+$114K	0.03%	145

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s JPC Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2025, closing a stake of 14,258 shares — an estimated $114K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in JPC in Q1 2022 and held it in 14 quarters. The position peaked at $114K in Q2 2025. 313 funds tracked by Wall St. Rank hold JPC as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 14,258 Nuveen Preferred & Income Opportunities Fund shares in Q3 2025, an estimated $114K.
Beacon Capital Management LLC (Tennessee) first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Nuveen Preferred & Income Opportunities Fund position peaked at $114K in Q2 2025.
313 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.