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Gilliland Jeter Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Gilliland Jeter Wealth 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
Q4 		– Sell
-7,930
Closed -$64K – 417
2024
Q3 		$64K Buy
7,930
+202
+3% +$1.57K 0.02% 278
2024
Q2 		$57.7K Buy
7,728
+153
+2% +$1.1K 0.02% 277
2024
Q1 		$54.5K Buy
+7,575
New +$53.8K 0.02% 282

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Gilliland Jeter Wealth Management's JPC Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2024, closing a stake of 7,930 shares — an estimated $64K sold.

Gilliland Jeter Wealth Management first reported a position in JPC in Q1 2024 and held it in 3 quarters. The position peaked at $64K in Q3 2024. 297 funds tracked by Wall St. Rank hold JPC as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 7,930 Nuveen Preferred & Income Opportunities Fund shares in Q4 2024, an estimated $64K.
  • Gilliland Jeter Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Nuveen Preferred & Income Opportunities Fund position peaked at $64K in Q3 2024.
  • 297 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.