MFWP
JPC icon

Mosaic Family Wealth Partners’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Mosaic Family Wealth Partners’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 		$463K Buy
61,444
+3,000
+5% +$24.3K 0.05% 187
2025
Q4 		$474K Hold
58,444
– – 0.05% 159
2025
Q3 		$473K Hold
58,444
– – 0.06% 147
2025
Q2 		$469K Hold
58,444
– – 0.06% 139
2025
Q1 		$465K Hold
58,444
– – 0.07% 136
2024
Q4 		$459K Hold
58,444
– – 0.07% 131
2024
Q3 		$472K Hold
58,444
– – 0.07% 127
2024
Q2 		$437K Sell
58,444
-1,026
-2% -$7.37K 0.07% 127
2024
Q1 		$428K Sell
59,470
-17,117
-22% -$121K 0.07% 130
2023
Q4 		$518K Sell
76,587
-2,159
-3% -$13.7K 0.09% 111
2023
Q3 		$498K Sell
78,746
-5,796
-7% -$37.4K 0.1% 105
2023
Q2 		$548K Sell
84,542
-1,321
-2% -$8.37K 0.11% 103
2023
Q1 		$565K Sell
85,863
-1,203
-1% -$8.79K 0.12% 96
2022
Q4 		$634K Buy
+87,066
New +$632K 0.18% 86

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