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Ellis Investment Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Ellis Investment Partners’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
Q4 		– Sell
-10,244
Closed -$84K – 259
2025
Q3 		$84K Buy
10,244
+184
+2% +$1.49K 0.02% 235
2025
Q2 		$80.7K Sell
10,060
-3,115
-24% -$24.2K 0.02% 239
2025
Q1 		$105K Buy
+13,175
New +$105K 0.02% 233

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ellis Investment Partners's JPC Position: Q4 2025 in Review

Ellis Investment Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2025, closing a stake of 10,244 shares — an estimated $84K sold.

Ellis Investment Partners first reported a position in JPC in Q1 2025 and held it in 3 quarters. The position peaked at $105K in Q1 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q4 2025.

  • Ellis Investment Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Ellis Investment Partners sold 10,244 Nuveen Preferred & Income Opportunities Fund shares in Q4 2025, an estimated $84K.
  • Ellis Investment Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and held it in 3 quarters.
  • Ellis Investment Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $105K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2025.

Based on Ellis Investment Partners's 13F filing for Q4 2025, filed 2 Feb 2026.