Corient Private Wealth
JPC icon

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

Corient Private Wealth’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 		– Sell
-34,644
Closed -$281K – 2949
2025
Q4 		$281K Buy
34,644
+18,113
+110% +$147K ﹤0.01% 2512
2025
Q3 		$136K Hold
16,531
– – ﹤0.01% 2411
2025
Q2 		$133K Sell
16,531
-4,205
-20% -$32.6K ﹤0.01% 2297
2025
Q1 		$165K Buy
20,736
+3,149
+18% +$25.1K ﹤0.01% 2109
2024
Q4 		$138K Buy
17,587
+1,883
+12% +$15.1K ﹤0.01% 2186
2024
Q3 		$127K Sell
15,704
-2,472
-14% -$19.2K ﹤0.01% 2293
2024
Q2 		$136K Sell
18,176
-33,117
-65% -$238K ﹤0.01% 2175
2024
Q1 		$369K Buy
51,293
+23,553
+85% +$167K ﹤0.01% 1783
2023
Q4 		$188K Buy
+27,740
New +$176K ﹤0.01% 2091

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