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Laird Norton Wetherby Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Laird Norton Wetherby Wealth 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
2025
Q3 		$402K Buy
48,995
+12,000
+32% +$97.3K 0.02% 651
2025
Q2 		$297K Buy
+36,995
New +$287K 0.01% 728
2024
Q4 		$299K Hold
38,073
– – 0.01% 701
2024
Q3 		$307K Hold
38,073
– – 0.01% 722
2024
Q2 		$284K Sell
38,073
-829
-2% -$5.96K 0.01% 731
2024
Q1 		$280K Buy
38,902
+23,065
+146% +$164K 0.01% 761
2023
Q4 		$107K Buy
+15,837
New +$101K 0.01% 893

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's JPC Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its Nuveen Preferred & Income Opportunities Fund (JPC) stake by 32% in Q3 2025, buying an estimated $97.3K and bringing the position to 48,995 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #651.

Laird Norton Wetherby Wealth Management first reported a position in JPC in Q4 2023 and has held it in 7 quarters since. 313 funds tracked by Wall St. Rank hold JPC as of Q3 2025.

  • Laird Norton Wetherby Wealth Management held 48,995 shares of Nuveen Preferred & Income Opportunities Fund worth $402K as of Q3 2025.
  • Laird Norton Wetherby Wealth Management bought 12,000 Nuveen Preferred & Income Opportunities Fund shares in Q3 2025, an estimated $97.3K.
  • Nuveen Preferred & Income Opportunities Fund made up 0.02% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #651 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and has held it in 7 quarters since.
  • 313 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.