EWA
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EverSource Wealth Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

EverSource Wealth Advisors’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 		$126K Hold
16,645
– – ﹤0.01% 1295
2025
Q4 		$135K Hold
16,645
– – 0.01% 1160
2025
Q3 		$136K Hold
16,645
– – 0.01% 1106
2025
Q2 		$133K Hold
16,645
– – 0.01% 1053
2025
Q1 		$132K Hold
16,645
– – 0.01% 810
2024
Q4 		$131K Hold
16,645
– – 0.01% 823
2024
Q3 		$134K Buy
16,645
+2,500
+18% +$19.4K 0.01% 697
2024
Q2 		$109K Buy
14,145
+7,500
+113% +$53.9K 0.01% 762
2024
Q1 		$46.8K Sell
6,645
-829
-11% -$5.88K ﹤0.01% 1011
2023
Q4 		$50.5K Buy
+7,474
New +$47.5K ﹤0.01% 895
2023
Q3 		– Sell
-16
Closed -$104 – 2597
2023
Q2 		$104 Hold
16
– – ﹤0.01% 2442
2023
Q1 		$105 Hold
16
– – ﹤0.01% 2332
2022
Q4 		$116 Hold
16
– – ﹤0.01% 2276
2022
Q3 		$0 Buy
+16
New +$125 ﹤0.01% 2047

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