JP Morgan Chase
JPC icon

JP Morgan Chase’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

JP Morgan Chase’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 		$2.6K Hold
359
– – ﹤0.01% 6973
2025
Q4 		$2.91K Hold
359
– – ﹤0.01% 6885
2025
Q3 		$2.94K Hold
359
– – ﹤0.01% 6854
2025
Q2 		$2.88K Hold
359
– – ﹤0.01% 6489
2025
Q1 		$2.86K Hold
359
– – ﹤0.01% 6505
2024
Q4 		$2.82K Hold
359
– – ﹤0.01% 6599
2024
Q3 		$2.9K Hold
359
– – ﹤0.01% 6569
2024
Q2 		$2.68K Hold
359
– – ﹤0.01% 6487
2024
Q1 		$2.58K Sell
359
-9,792
-96% -$69.5K ﹤0.01% 6544
2023
Q4 		$68.6K Buy
10,151
+7,859
+343% +$50K ﹤0.01% 5896
2023
Q3 		$14.5K Buy
+2,292
New +$14.8K ﹤0.01% 6157
2023
Q2 		– Sell
-21,424
Closed -$141K – 7133
2023
Q1 		$141K Buy
21,424
+19,311
+914% +$141K ﹤0.01% 5262
2022
Q4 		$15K Buy
+2,113
New +$15.3K ﹤0.01% 5960
2019
Q3 		– Sell
-341
Closed -$3K – 5855
2019
Q2 		$3K Buy
+341
New +$3.29K ﹤0.01% 5668
2014
Q4 		– Sell
-87,047
Closed -$801K – 4294
2014
Q3 		$801K Sell
87,047
-73,425
-46% -$692K ﹤0.01% 3460
2014
Q2 		$1.56M Buy
160,472
+133,742
+500% +$1.27M ﹤0.01% 2666
2014
Q1 		$248K Sell
26,730
-67,256
-72% -$613K ﹤0.01% 3352
2013
Q4 		$833K Buy
+93,986
New +$820K ﹤0.01% 3237

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Raymond James Financial
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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
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return