MWM
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Melfa Wealth Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Melfa 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
2026
Q1 		$731K Sell
97,015
-93
-0.1% -$752 0.42% 58
2025
Q4 		$788K Sell
97,108
-122
-0.1% -$991 0.45% 58
2025
Q3 		$797K Hold
97,230
– – 0.47% 54
2025
Q2 		$780K Sell
97,230
-2,537
-3% -$19.7K 0.49% 52
2025
Q1 		$794K Hold
99,767
– – 0.54% 49
2024
Q4 		$784K Sell
99,767
-1,350
-1% -$10.9K 0.52% 51
2024
Q3 		$816K Sell
101,117
-3,240
-3% -$25.1K 0.54% 49
2024
Q2 		$780K Sell
104,357
-99
-0.1% -$711 0.54% 48
2024
Q1 		$751K Buy
104,456
+15
+0% +$106 0.54% 49
2023
Q4 		$706K Buy
104,441
+41,404
+66% +$263K 0.66% 41
2023
Q3 		$399K Buy
63,037
+87
+0.1% +$562 0.43% 62
2023
Q2 		$408K Buy
62,950
+22
+0% +$139 0.41% 66
2023
Q1 		$414K Buy
62,928
+13
+0% +$95 0.41% 66
2022
Q4 		$458K Buy
+62,915
New +$456K 0.48% 60

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return