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IFP Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

IFP 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
2024
Q3 		– Sell
-500
Closed -$3.73K – 3382
2024
Q2 		$3.73K Buy
+500
New +$3.59K ﹤0.01% 2653
2023
Q2 		– Sell
-7,185
Closed -$71.1K – 3512
2023
Q1 		$71.1K Buy
7,185
+3,874
+117% +$28.3K ﹤0.01% 1412
2022
Q4 		$34K Sell
3,311
-588
-15% -$4.27K ﹤0.01% 2510
2022
Q3 		$43K Buy
3,899
+199
+5% +$1.55K ﹤0.01% 2486
2022
Q2 		$38K Hold
3,700
– – ﹤0.01% 2351
2022
Q1 		$38K Buy
+3,700
New +$32.9K ﹤0.01% 2351
2019
Q1 		$10K Sell
1,090
-1,185
-52% -$10.9K ﹤0.01% 1602
2018
Q4 		$19K Sell
2,275
-966
-30% -$8.54K ﹤0.01% 2172
2018
Q3 		$30K Sell
3,241
-1,896
-37% -$17.7K ﹤0.01% 2209
2018
Q2 		$48K Buy
5,137
+782
+18% +$7.67K ﹤0.01% 1938
2018
Q1 		$45K Hold
4,355
– – ﹤0.01% 1882
2017
Q4 		$45K Sell
4,355
-21,899
-83% -$229K ﹤0.01% 1901
2017
Q3 		$278K Sell
26,254
-2,095
-7% -$22K 0.01% 954
2017
Q2 		$295K Sell
28,349
-1,629
-5% -$16.6K 0.01% 911
2017
Q1 		$294K Sell
29,978
-1,093
-4% -$10.8K 0.01% 911
2016
Q4 		$306K Sell
31,071
-2,315
-7% -$22.2K 0.01% 841
2016
Q3 		$335K Sell
33,386
-615
-2% -$6.33K 0.02% 756
2016
Q2 		$341K Buy
34,001
+32,911
+3,019% +$326K 0.02% 717
2016
Q1 		$10K Sell
1,090
-29,541
-96% -$273K ﹤0.01% 1600
2015
Q4 		$281K Buy
+30,631
New +$280K 0.02% 696

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

IFP Advisors's JPC Position: Q3 2024 in Review

IFP Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2024, closing a stake of 500 shares — an estimated $3.73K sold.

IFP Advisors first reported a position in JPC in Q4 2015 and held it in 20 quarters. The position peaked at $341K in Q2 2016. 287 funds tracked by Wall St. Rank hold JPC as of Q3 2024.

  • IFP Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • IFP Advisors sold 500 Nuveen Preferred & Income Opportunities Fund shares in Q3 2024, an estimated $3.73K.
  • IFP Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2015 and held it in 20 quarters.
  • IFP Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $341K in Q2 2016.
  • 287 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2024.

Based on IFP Advisors's 13F filing for Q3 2024, filed 4 Feb 2025.