FGAM
JPC icon

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

Financial Gravity 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
2024
Q2 		$68.9K Sell
9,221
-9,221
-50% -$66.2K 0.02% 223
2024
Q1 		$129K Buy
18,442
+9,221
+100% +$65.4K 0.02% 252
2023
Q4 		$62.3K Buy
+9,221
New +$58.6K ﹤0.01% 568

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Gravity Asset Management's JPC Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 50% in Q2 2024, selling an estimated $66.2K and leaving 9,221 shares worth $68.9K. The position accounts for 0.02% of the portfolio, ranked #223.

Financial Gravity Asset Management first reported a position in JPC in Q4 2023 and has held it in 3 quarters since. The position peaked at $129K in Q1 2024. 280 funds tracked by Wall St. Rank hold JPC as of Q2 2024.

  • Financial Gravity Asset Management held 9,221 shares of Nuveen Preferred & Income Opportunities Fund worth $68.9K as of Q2 2024.
  • Financial Gravity Asset Management sold 9,221 Nuveen Preferred & Income Opportunities Fund shares in Q2 2024, an estimated $66.2K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.02% of Financial Gravity Asset Management's portfolio in Q2 2024, its #223 holding.
  • Financial Gravity Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $129K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.