Ken Fisher
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Ken Fisher’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Ken Fisher’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
2025
Q4 		– Sell
-22,129
Closed -$181K – 1072
2025
Q3 		$181K Buy
22,129
+7,555
+52% +$61.3K ﹤0.01% 988
2025
Q2 		$117K Buy
14,574
+734
+5% +$5.69K ﹤0.01% 969
2025
Q1 		$110K Buy
+13,840
New +$110K ﹤0.01% 988

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Ken Fisher's JPC Position: Q4 2025 in Review

Ken Fisher sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2025, closing a stake of 22,129 shares — an estimated $181K sold.

Ken Fisher first reported a position in JPC in Q1 2025 and held it in 3 quarters. The position peaked at $181K in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q4 2025.

  • Ken Fisher reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Ken Fisher sold 22,129 Nuveen Preferred & Income Opportunities Fund shares in Q4 2025, an estimated $181K.
  • Ken Fisher first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2025 and held it in 3 quarters.
  • Ken Fisher's Nuveen Preferred & Income Opportunities Fund position peaked at $181K in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2025.

Based on Fisher Asset Management's 13F filing for Q4 2025, filed 9 Feb 2026.