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

Morling Financial 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
2025
Q1 		– Sell
-14,674
Closed -$115K – 132
2024
Q4 		$115K Buy
14,674
+474
+3% +$3.81K 0.04% 80
2024
Q3 		$115K Buy
+14,200
New +$110K 0.04% 76

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morling Financial Advisors's JPC Position: Q1 2025 in Review

Morling Financial Advisors sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 14,674 shares — an estimated $115K sold.

Morling Financial Advisors first reported a position in JPC in Q3 2024 and held it in 2 quarters. The position peaked at $115K in Q4 2024. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

  • Morling Financial Advisors reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 14,674 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $115K.
  • Morling Financial Advisors first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2024 and held it in 2 quarters.
  • Morling Financial Advisors's Nuveen Preferred & Income Opportunities Fund position peaked at $115K in Q4 2024.
  • 283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on Morling Financial Advisors's 13F filing for Q1 2025, filed 6 May 2025.