Jackson Hole Capital Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Jackson Hole Capital 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
2023 Q4	–	Sell	-43,496	Closed	-$275K	–	278
2023 Q3	$275K	Hold	43,496	–	–	0.08%	162
2023 Q2	$282K	Hold	43,496	–	–	0.08%	173
2023 Q1	$286K	Hold	43,496	–	–	0.08%	180
2022 Q4	$317K	Hold	43,496	–	–	0.09%	147
2022 Q3	$302K	Hold	43,496	–	–	0.09%	150
2022 Q2	$333K	Hold	43,496	–	–	0.1%	139
2022 Q1	$373K	Hold	43,496	–	–	0.11%	138
2021 Q4	$425K	Hold	43,496	–	–	0.13%	126
2021 Q3	$431K	Hold	43,496	–	–	0.14%	125
2021 Q2	$434K	Hold	43,496	–	–	0.15%	120
2021 Q1	$413K	Hold	43,496	–	–	0.17%	112
2020 Q4	$413K	Hold	43,496	–	–	0.19%	104
2020 Q3	$369K	Hold	43,496	–	–	0.19%	99
2020 Q2	$358K	Hold	43,496	–	–	0.22%	96
2020 Q1	$319K	Hold	43,496	–	–	0.24%	87
2019 Q4	$455K	Hold	43,496	–	–	0.25%	97
2019 Q3	$437K	Hold	43,496	–	–	0.25%	96
2019 Q2	$431K	Buy	+43,496	New	+$420K	0.27%	97

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Jackson Hole Capital Partners's JPC Position: Q4 2023 in Review

Jackson Hole Capital Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2023, closing a stake of 43,496 shares — an estimated $275K sold.

Jackson Hole Capital Partners first reported a position in JPC in Q2 2019 and held it in 18 quarters. The position peaked at $455K in Q4 2019. 298 funds tracked by Wall St. Rank hold JPC as of Q4 2023.

Jackson Hole Capital Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
Jackson Hole Capital Partners sold 43,496 Nuveen Preferred & Income Opportunities Fund shares in Q4 2023, an estimated $275K.
Jackson Hole Capital Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2019 and held it in 18 quarters.
Jackson Hole Capital Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $455K in Q4 2019.
298 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2023.

Based on Jackson Hole Capital Partners's 13F filing for Q4 2023, filed 2 Feb 2024.