GJIA
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Glass Jacobson Investment Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Glass Jacobson Investment 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 		$170K Buy
22,572
+70
+0.3% +$566 0.06% 203
2025
Q4 		$182K Buy
22,502
+40
+0.2% +$325 0.07% 196
2025
Q3 		$184K Hold
22,462
– – 0.07% 192
2025
Q2 		$180K Sell
22,462
-1,460
-6% -$11.3K 0.07% 186
2025
Q1 		$188K Hold
23,922
– – 0.06% 236
2024
Q4 		$188K Buy
23,922
+10,520
+78% +$84.6K 0.06% 236
2024
Q3 		$108K Sell
13,402
-2,274
-15% -$17.6K 0.04% 271
2024
Q2 		$117K Sell
15,676
-1,535
-9% -$11K 0.04% 256
2024
Q1 		$124K Buy
17,211
+450
+3% +$3.19K 0.05% 253
2023
Q4 		$113K Buy
16,761
+15,261
+1,017% +$97.1K 0.05% 253
2023
Q3 		$9.49K Hold
1,500
– – ﹤0.01% 501
2023
Q2 		$9.72K Buy
+1,500
New +$9.51K ﹤0.01% 505
2022
Q4 		$10.9K Buy
+1,500
New +$10.9K 0.01% 508

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