Logan Stone Capital’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Logan Stone Capital’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 Q1	–	Sell	-17,471	Closed	-$137K	–	91
2024 Q4	$137K	Buy	+17,471	New	+$141K	0.05%	107
2024 Q1	–	Sell	-22,504	Closed	-$152K	–	161
2023 Q4	$152K	Buy	22,504 +7,504	+50%	+$47.7K	0.03%	139
2023 Q3	$95K	Buy	+15,000	New	+$96.9K	0.03%	146
2023 Q1	–	Sell	-91,023	Closed	-$663K	–	185
2022 Q4	$663K	Buy	91,023 +10,725	+13%	+$77.8K	0.25%	121
2022 Q3	$558K	Buy	+80,298	New	+$627K	0.37%	64
2022 Q2	–	Sell	-78,787	Closed	-$676K	–	146
2022 Q1	$676K	Buy	+78,787	New	+$700K	0.49%	45

Other funds holding JPC

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

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

SIA

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Logan Stone Capital's JPC Position: Q1 2025 in Review

Logan Stone Capital sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 17,471 shares — an estimated $137K sold.

Logan Stone Capital first reported a position in JPC in Q1 2022 and held it in 6 quarters. The position peaked at $676K in Q1 2022. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

Logan Stone Capital reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Logan Stone Capital sold 17,471 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $137K.
Logan Stone Capital first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2022 and held it in 6 quarters.
Logan Stone Capital's Nuveen Preferred & Income Opportunities Fund position peaked at $676K in Q1 2022.
283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on Logan Stone Capital's 13F filing for Q1 2025, filed 15 May 2025.