IAIM
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International Assets Investment Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

International Assets Investment Management’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 		$444K Buy
56,984
+62
+0.1% +$501 0.03% 489
2025
Q4 		$462K Sell
56,922
-4,997
-8% -$40.6K 0.03% 470
2025
Q3 		$501K Hold
61,919
– – 0.04% 429
2025
Q2 		$497K Buy
61,919
+10,694
+21% +$82.9K 0.04% 436
2025
Q1 		$408K Sell
51,225
-2,789
-5% -$22.3K 0.04% 467
2024
Q4 		$432K Sell
54,014
-338,395
-86% -$2.72M 0.04% 454
2024
Q3 		$48.6K Buy
392,409
+343,834
+708% +$2.67M 0.13% 150
2024
Q2 		$363K Sell
48,575
-727
-1% -$5.22K 0.03% 475
2024
Q1 		$353K Buy
49,302
+43
+0.1% +$305 0.04% 470
2023
Q4 		$333K Buy
+49,259
New +$313K 0.04% 445
2021
Q2 		– Sell
-3,430
Closed -$33K – 1210
2021
Q1 		$33K Hold
3,430
– – ﹤0.01% 1106
2020
Q4 		$33K Buy
+3,430
New +$30.5K 0.01% 991

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