CPIG
JPC icon

Chicago Partners Investment Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Chicago Partners Investment 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 		$3.89M Sell
488,314
-47,818
-9% -$387K 0.09% 202
2025
Q4 		$4.36M Buy
536,132
+3,629
+0.7% +$29.5K 0.11% 172
2025
Q3 		$4.34M Buy
532,503
+184,813
+53% +$1.5M 0.11% 169
2025
Q2 		$2.79M Buy
347,690
+21,189
+6% +$164K 0.08% 212
2025
Q1 		$2.55M Buy
326,501
+4,964
+2% +$39.6K 0.08% 203
2024
Q4 		$2.57M Buy
321,537
+4,200
+1% +$33.8K 0.09% 195
2024
Q3 		$2.55M Buy
317,337
+13,510
+4% +$105K 0.09% 182
2024
Q2 		$2.32M Buy
303,827
+3,318
+1% +$23.8K 0.09% 200
2024
Q1 		$2.1M Buy
300,509
+30,974
+11% +$220K 0.09% 200
2023
Q4 		$1.91M Buy
+269,535
New +$1.71M 0.09% 199

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