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Catalina Capital Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Catalina Capital Group’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 		$186K Buy
24,627
+62
+0.3% +$501 0.11% 161
2025
Q4 		$199K Buy
24,565
+128
+0.5% +$1.04K 0.12% 148
2025
Q3 		$200K Hold
24,437
– – 0.12% 145
2025
Q2 		$196K Hold
24,437
– – 0.13% 143
2025
Q1 		$195K Hold
24,437
– – 0.13% 160
2024
Q4 		$192K Hold
24,437
– – 0.06% 309
2024
Q3 		$197K Sell
24,437
-14,992
-38% -$116K 0.07% 300
2024
Q2 		$295K Hold
39,429
– – 0.11% 190
2024
Q1 		$283K Hold
39,429
– – 0.12% 185
2023
Q4 		$267K Buy
+39,429
New +$251K 0.21% 103

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