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Duncker Streett & Co’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Duncker Streett & Co’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 		$185K Hold
24,474
– – 0.04% 240
2025
Q4 		$198K Sell
24,474
-1,977
-7% -$16.1K 0.04% 233
2025
Q3 		$217K Sell
26,451
-988
-4% -$8.01K 0.04% 229
2025
Q2 		$220K Hold
27,439
– – 0.04% 222
2025
Q1 		$218K Hold
27,439
– – 0.04% 220
2024
Q4 		$216K Hold
27,439
– – 0.04% 219
2024
Q3 		$221K Hold
27,439
– – 0.04% 222
2024
Q2 		$205K Hold
27,439
– – 0.04% 220
2024
Q1 		$197K Hold
27,439
– – 0.04% 218
2023
Q4 		$185K Buy
+27,439
New +$175K 0.04% 218

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