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Integrated Wealth Concepts’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Integrated Wealth Concepts’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 		$103K Sell
13,610
-83,822
-86% -$678K ﹤0.01% 2175
2025
Q4 		$790K Buy
97,432
+54,325
+126% +$441K 0.01% 880
2025
Q3 		$353K Buy
43,107
+31,960
+287% +$259K ﹤0.01% 1543
2025
Q2 		$89.4K Sell
11,147
-1,382
-11% -$10.7K ﹤0.01% 1837
2025
Q1 		$99.7K Sell
12,529
-12,000
-49% -$95.8K ﹤0.01% 1673
2024
Q4 		$193K Buy
24,529
+10,400
+74% +$83.7K ﹤0.01% 1613
2024
Q3 		$114K Hold
14,129
– – ﹤0.01% 1601
2024
Q2 		$106K Hold
14,129
– – ﹤0.01% 1576
2024
Q1 		$102K Sell
14,129
-109
-0.8% -$774 ﹤0.01% 1580
2023
Q4 		$96.2K Buy
+14,238
New +$90.6K ﹤0.01% 1523

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