MOS
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MGO One Seven’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

MGO One Seven’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 		$7.41M Buy
982,812
+20,859
+2% +$169K 0.15% 163
2025
Q4 		$7.8M Sell
961,953
-36,746
-4% -$298K 0.16% 146
2025
Q3 		$8.19M Buy
+998,699
New +$8.1M 0.19% 123
2025
Q1 		– Sell
-12,469
Closed -$98K – 1147
2024
Q4 		$98K Sell
12,469
-3,504
-22% -$28.2K ﹤0.01% 1046
2024
Q3 		$129K Sell
15,973
-1,181
-7% -$9.16K 0.01% 961
2024
Q2 		$128K Sell
17,154
-5,339
-24% -$38.4K 0.01% 932
2024
Q1 		$162K Buy
22,493
+1,465
+7% +$10.4K 0.01% 863
2023
Q4 		$142K Buy
+21,028
New +$134K 0.01% 855
2019
Q2 		– Sell
-11,374
Closed -$108K – 426
2019
Q1 		$108K Buy
11,374
+1,362
+14% +$12.5K 0.04% 403
2018
Q4 		$83K Sell
10,012
-2,641
-21% -$23.3K 0.04% 514
2018
Q3 		$117K Buy
+12,653
New +$118K 0.05% 342
2018
Q1 		$126K Sell
12,569
-423
-3% -$4.18K 0.06% 373
2017
Q4 		$134K Buy
+12,992
New +$136K 0.06% 365

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 $1.02T AUM 30.18% 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