BAM
JPC icon

Belpointe Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Belpointe Asset 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
2026
Q1 		$112K Hold
14,901
– – ﹤0.01% 1043
2025
Q4 		$121K Sell
14,901
-1,087
-7% -$8.83K ﹤0.01% 999
2025
Q3 		$131K Buy
15,988
+1,024
+7% +$8.3K 0.01% 953
2025
Q2 		$120K Sell
14,964
-1,582
-10% -$12.3K 0.01% 903
2025
Q1 		$132K Hold
16,546
– – 0.01% 881
2024
Q4 		$130K Hold
16,546
– – 0.01% 821
2024
Q3 		$134K Hold
16,546
– – 0.01% 830
2024
Q2 		$124K Hold
16,546
– – 0.01% 748
2024
Q1 		$119K Hold
16,546
– – 0.01% 765
2023
Q4 		$112K Buy
+16,546
New +$105K 0.01% 687
2023
Q2 		– Sell
-1,627
Closed -$10.7K – 2020
2023
Q1 		$10.7K Hold
1,627
– – ﹤0.01% 2681
2022
Q4 		$11.8K Buy
+1,627
New +$11.8K ﹤0.01% 2530

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