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Coastline Trust’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Coastline Trust’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 		$91.6K Hold
12,143
– – 0.01% 240
2025
Q4 		$98.5K Hold
12,143
– – 0.01% 239
2025
Q3 		$99.6K Hold
12,143
– – 0.01% 228
2025
Q2 		$97.4K Hold
12,143
– – 0.01% 233
2025
Q1 		$96.7K Hold
12,143
– – 0.01% 228
2024
Q4 		$95.4K Buy
12,143
+2,000
+20% +$16.1K 0.01% 241
2024
Q3 		$81.9K Hold
10,143
– – 0.01% 258
2024
Q2 		$75.8K Hold
10,143
– – 0.01% 245
2024
Q1 		$72.9K Hold
10,143
– – 0.01% 243
2023
Q4 		$68.6K Buy
+10,143
New +$64.5K 0.01% 255

Other funds holding JPC

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Bank of America
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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