Mercer Global Advisors
JPC icon

Mercer Global Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Mercer Global Advisors’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 		$448K Buy
59,402
+24,386
+70% +$197K ﹤0.01% 2067
2025
Q4 		$284K Buy
35,016
+3,494
+11% +$28.4K ﹤0.01% 2277
2025
Q3 		$258K Buy
31,522
+661
+2% +$5.36K ﹤0.01% 2199
2025
Q2 		$248K Sell
30,861
-6,833
-18% -$53K ﹤0.01% 1961
2025
Q1 		$300K Buy
37,694
+3,666
+11% +$29.3K ﹤0.01% 1763
2024
Q4 		$267K Sell
34,028
-29,890
-47% -$240K ﹤0.01% 1816
2024
Q3 		$515K Buy
63,918
+27,569
+76% +$214K ﹤0.01% 1325
2024
Q2 		$272K Sell
36,349
-1,902
-5% -$13.7K ﹤0.01% 1629
2024
Q1 		$275K Sell
38,251
-5,569
-13% -$39.5K ﹤0.01% 1614
2023
Q4 		$296K Buy
+43,820
New +$279K ﹤0.01% 1615
2019
Q2 		– Sell
-10,260
Closed -$98K – 1174
2019
Q1 		$98K Buy
+10,260
New +$94.4K ﹤0.01% 1024

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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return