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Global Retirement Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Global Retirement 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 		$427K Buy
52,594
+51,566
+5,016% +$419K 0.01% 1038
2025
Q3 		$8.43K Buy
1,028
+836
+435% +$6.78K ﹤0.01% 2764
2025
Q2 		$1.54K Buy
+192
New +$1.49K ﹤0.01% 3329
2024
Q4 		$1.45K Buy
185
+4
+2% +$32 ﹤0.01% 3183
2024
Q3 		$1.46K Buy
181
+161
+805% +$1.25K ﹤0.01% 3035
2024
Q2 		$149 Sell
20
-668
-97% -$4.8K ﹤0.01% 3439
2024
Q1 		$4.95K Hold
688
– – ﹤0.01% 2400
2023
Q4 		$4.73K Buy
688
+668
+3,340% +$4.25K ﹤0.01% 2342
2023
Q3 		$124 Buy
+20
New +$129 ﹤0.01% 3158

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B 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 $57.3B AUM 18.32% 1-Year Est. Return

Global Retirement Partners's JPC Position: Q4 2025 in Review

Global Retirement Partners increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 5,016% in Q4 2025, buying an estimated $419K and bringing the position to 52,594 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #1038.

Global Retirement Partners first reported a position in JPC in Q3 2023 and has held it in 9 quarters since. 327 funds tracked by Wall St. Rank hold JPC as of Q4 2025.

  • Global Retirement Partners held 52,594 shares of Nuveen Preferred & Income Opportunities Fund worth $427K as of Q4 2025.
  • Global Retirement Partners bought 51,566 Nuveen Preferred & Income Opportunities Fund shares in Q4 2025, an estimated $419K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1038 holding.
  • Global Retirement Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2023 and has held it in 9 quarters since.
  • 327 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.