Caldwell Sutter Capital’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Caldwell Sutter Capital’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	$205K	Hold	27,144	–	–	0.08%	219
2025 Q4	$220K	Hold	27,144	–	–	0.09%	202
2025 Q3	$223K	Hold	27,144	–	–	0.1%	195
2025 Q2	$218K	Hold	27,144	–	–	0.1%	192
2025 Q1	$216K	Hold	27,144	–	–	0.1%	184
2024 Q4	$213K	Hold	27,144	–	–	0.1%	198
2024 Q3	$219K	Hold	27,144	–	–	0.1%	194
2024 Q2	$203K	Hold	27,144	–	–	0.1%	196
2024 Q1	$195K	Sell	27,144 -6,720	-20%	-$47.7K	0.09%	200
2023 Q4	$229K	Buy	+33,864	New	+$215K	0.12%	172

Other funds holding JPC

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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