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

Financial Gravity Companies’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 Q2	$3.11K	Buy	+388	New	+$3.01K	﹤0.01%	720

Other funds holding JPC

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Financial Gravity Companies's JPC Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2025: 388 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #720 among its holdings.

288 funds tracked by Wall St. Rank hold JPC as of Q2 2025.

Financial Gravity Companies held 388 shares of Nuveen Preferred & Income Opportunities Fund worth $3.11K as of Q2 2025.
Nuveen Preferred & Income Opportunities Fund was a new Financial Gravity Companies position in Q2 2025.
Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #720 holding.
288 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.