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

MKT 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 Q2	–	Sell	-10,700	Closed	-$81.6K	–	161
2026 Q1	$81.6K	Sell	10,700 -2,688	-20%	-$21.7K	0.03%	157
2025 Q4	$109K	Sell	13,388 -3,170	-19%	-$25.7K	0.04%	163
2025 Q3	$136K	Buy	16,558 +998	+6%	+$8.09K	0.05%	166
2025 Q2	$126K	Sell	15,560 -501	-3%	-$3.88K	0.05%	168
2025 Q1	$113K	Hold	16,061	–	–	0.05%	140
2024 Q4	$127K	Hold	16,061	–	–	0.06%	148
2024 Q3	$129K	Hold	16,061	–	–	0.06%	153
2024 Q2	$121K	Hold	16,061	–	–	0.06%	150
2024 Q1	$113K	Hold	16,061	–	–	0.06%	147
2023 Q4	$110K	Buy	+16,061	New	+$102K	0.07%	149

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