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Creekmur Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Creekmur Asset Management’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
Q3 		$12.7K Buy
1,549
+34
+2% +$276 ﹤0.01% 487
2025
Q2 		$12.1K Buy
1,515
+34
+2% +$264 ﹤0.01% 498
2025
Q1 		$11.8K Buy
1,481
+22
+2% +$176 ﹤0.01% 455
2024
Q4 		$11.5K Buy
1,459
+36
+3% +$290 ﹤0.01% 411
2024
Q3 		$11.5K Sell
1,423
-1,754
-55% -$13.6K ﹤0.01% 425
2024
Q2 		$23.7K Sell
3,177
-1,889
-37% -$13.6K 0.01% 351
2024
Q1 		$36.4K Sell
5,066
-6,087
-55% -$43.2K 0.01% 290
2023
Q4 		$75.4K Buy
+11,153
New +$70.9K 0.02% 245

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Creekmur Asset Management's JPC Position: Q3 2025 in Review

Creekmur Asset Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 2.2% in Q3 2025, buying an estimated $276 and bringing the position to 1,549 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Creekmur Asset Management first reported a position in JPC in Q4 2023 and has held it in 8 quarters since. The position peaked at $75.4K in Q4 2023. 313 funds tracked by Wall St. Rank hold JPC as of Q3 2025.

  • Creekmur Asset Management held 1,549 shares of Nuveen Preferred & Income Opportunities Fund worth $12.7K as of Q3 2025.
  • Creekmur Asset Management bought 34 Nuveen Preferred & Income Opportunities Fund shares in Q3 2025, an estimated $276.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #487 holding.
  • Creekmur Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $75.4K in Q4 2023.
  • 313 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.