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Concourse Financial Group Securities’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-8,901
Closed -$71.3K – 1125
2024
Q4 		$71.3K Sell
8,901
-4,000
-31% -$32.2K ﹤0.01% 1058
2024
Q3 		$105K Buy
12,901
+5,492
+74% +$42.6K 0.01% 925
2024
Q2 		$55.8K Hold
7,409
– – ﹤0.01% 1134
2024
Q1 		$53.6K Hold
7,409
– – ﹤0.01% 1161
2023
Q4 		$50.1K Buy
7,409
+1,764
+31% +$11.2K ﹤0.01% 1132
2023
Q3 		$36K Hold
5,645
– – ﹤0.01% 1205
2023
Q2 		$36.8K Hold
5,645
– – ﹤0.01% 1204
2023
Q1 		$37.4K Hold
5,645
– – ﹤0.01% 1213
2022
Q4 		$41.1K Sell
5,645
-3,755
-40% -$27.2K ﹤0.01% 1164
2022
Q3 		$66K Sell
9,400
-1,441
-13% -$11.3K 0.01% 855
2022
Q2 		$84K Buy
10,841
+6
+0.1% +$48 0.01% 880
2022
Q1 		$94K Sell
10,835
-3,494
-24% -$31.1K 0.01% 889
2021
Q4 		$140K Buy
14,329
+2,468
+21% +$23.9K 0.01% 860
2021
Q3 		$118K Buy
11,861
+6
+0.1% +$60 0.01% 914
2021
Q2 		$119K Buy
11,855
+7
+0.1% +$68 0.01% 912
2021
Q1 		$113K Sell
11,848
-490
-4% -$4.52K 0.01% 882
2020
Q4 		$117K Buy
12,338
+3,866
+46% +$34.3K 0.01% 822
2020
Q3 		$72K Buy
8,472
+2,661
+46% +$22.9K 0.01% 907
2020
Q2 		$48K Buy
5,811
+17
+0.3% +$136 ﹤0.01% 1006
2020
Q1 		$43K Buy
5,794
+167
+3% +$1.58K ﹤0.01% 962
2019
Q4 		$59K Buy
5,627
+1,926
+52% +$19.6K 0.01% 888
2019
Q3 		$37K Sell
3,701
-5,853
-61% -$57.9K 0.01% 717
2019
Q2 		$95K Sell
9,554
-435
-4% -$4.2K 0.01% 672
2019
Q1 		$95K Buy
9,989
+750
+8% +$6.9K 0.01% 697
2018
Q4 		$77K Buy
9,239
+6,364
+221% +$56.2K 0.01% 694
2018
Q3 		$27K Buy
+2,875
New +$26.9K 0.01% 765

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $530B AUM 22.01% 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 $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Concourse Financial Group Securities's JPC Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 8,901 shares — an estimated $71.3K sold.

Concourse Financial Group Securities first reported a position in JPC in Q3 2018 and held it in 26 quarters. The position peaked at $140K in Q4 2021. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 8,901 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $71.3K.
  • Concourse Financial Group Securities first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Nuveen Preferred & Income Opportunities Fund position peaked at $140K in Q4 2021.
  • 283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.