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Gen-Wealth Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Gen-Wealth 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
-429
Closed -$3.52K – 709
2025
Q3 		$3.52K Sell
429
-500
-54% -$4.05K ﹤0.01% 585
2025
Q2 		$7.45K Hold
929
– – ﹤0.01% 479
2025
Q1 		$7.39K Hold
929
– – ﹤0.01% 466
2024
Q4 		$7.3K Hold
929
– – ﹤0.01% 492
2024
Q3 		$7.44K Hold
929
– – ﹤0.01% 515
2024
Q2 		$6.94K Hold
929
– – ﹤0.01% 495
2024
Q1 		$6.68K Buy
+929
New +$6.59K ﹤0.01% 481

Other funds holding JPC

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return