CAPTRUST Financial Advisors
JPC icon

CAPTRUST Financial Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

CAPTRUST Financial Advisors’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 		$11.6M Buy
1,536,912
+325,573
+27% +$2.63M 0.02% 504
2025
Q4 		$9.82M Buy
1,211,339
+43,990
+4% +$357K 0.02% 490
2025
Q3 		$9.57M Buy
1,167,349
+74,691
+7% +$606K 0.02% 482
2025
Q2 		$8.76M Buy
1,092,658
+89,424
+9% +$693K 0.02% 487
2025
Q1 		$7.99M Buy
1,003,234
+99,252
+11% +$792K 0.02% 478
2024
Q4 		$7.11M Buy
903,982
+59,035
+7% +$475K 0.02% 456
2024
Q3 		$6.82M Buy
844,947
+136,709
+19% +$1.06M 0.02% 455
2024
Q2 		$5.29M Buy
708,238
+33,036
+5% +$237K 0.02% 499
2024
Q1 		$4.85M Buy
675,202
+89,054
+15% +$632K 0.02% 512
2023
Q4 		$3.96M Buy
586,148
+570,096
+3,552% +$3.63M 0.01% 635
2023
Q3 		$102K Buy
+16,052
New +$104K ﹤0.01% 2426
2014
Q3 		– Sell
-300
Closed -$3K – 103
2014
Q2 		$3K Sell
300
-300
-50% -$2.86K ﹤0.01% 147
2014
Q1 		$5K Buy
600
+300
+100% +$2.73K ﹤0.01% 164
2013
Q4 		$3K Hold
300
– – ﹤0.01% 180
2013
Q3 		$3K Hold
300
– – ﹤0.01% 156
2013
Q2 		$3K Buy
+300
New +$3.04K ﹤0.01% 177

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return