CIBC Private Wealth Group
JPC icon

CIBC Private Wealth Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$36.4K Sell
4,483
-1,913
-30% -$15.5K ﹤0.01% 1920
2025
Q3 		$52.4K Sell
6,396
-2,754
-30% -$22.3K ﹤0.01% 1773
2025
Q2 		$73.4K Sell
9,150
-194
-2% -$1.5K ﹤0.01% 1522
2025
Q1 		$66.6K Sell
9,344
-624
-6% -$4.98K ﹤0.01% 1527
2024
Q4 		$79.7K Sell
9,968
-1,574
-14% -$12.7K ﹤0.01% 1504
2024
Q3 		$93.1K Sell
11,542
-6,577
-36% -$51K ﹤0.01% 1515
2024
Q2 		$136K Buy
18,119
+6,578
+57% +$47.2K ﹤0.01% 1267
2024
Q1 		$82.6K Buy
+11,541
New +$81.9K ﹤0.01% 1475

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
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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return