Elequin Capital’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Elequin Capital’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	-9,238	Closed	-$72.6K	–	490
2024 Q4	$72.6K	Buy	+9,238	New	+$74.3K	0.01%	130
2024 Q1	–	Sell	-19,777	Closed	-$134K	–	373
2023 Q4	$134K	Buy	+19,777	New	+$126K	0.04%	156
2023 Q2	–	Sell	-258	Closed	-$1.7K	–	579
2023 Q1	$1.7K	Sell	258 -25,921	-99%	-$189K	﹤0.01%	259
2022 Q4	$191K	Buy	+26,179	New	+$190K	0.05%	190

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Elequin Capital's JPC Position: Q1 2025 in Review

Elequin Capital sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 9,238 shares — an estimated $72.6K sold.

Elequin Capital first reported a position in JPC in Q4 2022 and held it in 4 quarters. The position peaked at $191K in Q4 2022. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

Elequin Capital reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Elequin Capital sold 9,238 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $72.6K.
Elequin Capital first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2022 and held it in 4 quarters.
Elequin Capital's Nuveen Preferred & Income Opportunities Fund position peaked at $191K in Q4 2022.
283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on Elequin Capital's 13F filing for Q1 2025, filed 13 May 2025.