Main Street Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Main Street Group’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 Q2	$13.2K	Hold	1,681	–	–	﹤0.01%	510
2026 Q1	$12.7K	Buy	+1,681	New	+$13.6K	﹤0.01%	497
2025 Q4	–	Sell	-1,681	Closed	-$13.8K	–	365
2025 Q3	$13.8K	Hold	1,681	–	–	﹤0.01%	464
2025 Q2	$13.5K	Hold	1,681	–	–	﹤0.01%	455
2025 Q1	$13.4K	Hold	1,681	–	–	0.01%	469
2024 Q4	$13.2K	Hold	1,681	–	–	﹤0.01%	458
2024 Q3	$13.6K	Hold	1,681	–	–	0.01%	454
2024 Q2	$12.6K	Hold	1,681	–	–	0.01%	485
2024 Q1	$12.1K	Buy	+1,681	New	+$11.9K	0.01%	509

Other funds holding JPC

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return