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Beacon Financial Advisory’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Beacon Financial Advisory’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
2026
Q1 		$103K Buy
13,705
+33
+0.2% +$267 0.02% 400
2025
Q4 		$111K Buy
13,672
+70
+0.5% +$569 0.03% 367
2025
Q3 		$112K Buy
13,602
+318
+2% +$2.58K 0.03% 377
2025
Q2 		$107K Buy
13,284
+52
+0.4% +$403 0.03% 347
2025
Q1 		$105K Buy
13,232
+34
+0.3% +$271 0.03% 325
2024
Q4 		$104K Buy
13,198
+2,007
+18% +$16.1K 0.03% 295
2024
Q3 		$90.3K Buy
11,191
+20
+0.2% +$155 0.03% 293
2024
Q2 		$83.4K Buy
11,171
+30
+0.3% +$215 0.03% 286
2024
Q1 		$80.1K Hold
11,141
– – 0.04% 237
2023
Q4 		$75.3K Buy
+11,141
New +$70.9K 0.04% 244

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return