GIP
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Greatmark Investment Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Greatmark Investment 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
2026
Q1 		$7.43M Sell
985,860
-16,732
-2% -$135K 0.87% 33
2025
Q4 		$8.13M Sell
1,002,592
-4,313
-0.4% -$35K 0.96% 32
2025
Q3 		$8.26M Sell
1,006,905
-4,810
-0.5% -$39K 0.99% 31
2025
Q2 		$8.11M Buy
1,011,715
+13,150
+1% +$102K 1.02% 30
2025
Q1 		$7.95M Buy
998,565
+4,555
+0.5% +$36.3K 1.08% 29
2024
Q4 		$7.81M Sell
994,010
-28,232
-3% -$227K 1.06% 28
2024
Q3 		$8.25M Sell
1,022,242
-7,854
-0.8% -$60.9K 1.12% 28
2024
Q2 		$7.69M Buy
1,030,096
+62,860
+6% +$452K 1.12% 29
2024
Q1 		$6.95M Buy
967,236
+104,523
+12% +$742K 0.99% 33
2023
Q4 		$5.83M Buy
+862,713
New +$5.49M 0.91% 33

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 $1.02T AUM 30.18% 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