Noesis Capital Mangement’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Noesis Capital Mangement’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	-13,433	Closed	-$106K	–	128
2024 Q4	$106K	Sell	13,433 -3,800	-22%	-$30.6K	0.02%	113
2024 Q3	$139K	Buy	+17,233	New	+$134K	0.03%	117
2022 Q1	–	Sell	-22,600	Closed	-$221K	–	130
2021 Q4	$221K	Sell	22,600 -6,300	-22%	-$60.9K	0.04%	118
2021 Q3	$286K	Hold	28,900	–	–	0.06%	103
2021 Q2	$286K	Hold	28,900	–	–	0.06%	93
2021 Q1	$274K	Sell	28,900 -650	-2%	-$5.99K	0.06%	97
2020 Q4	$281K	Sell	29,550 -650	-2%	-$5.77K	0.07%	88
2020 Q3	$256K	Sell	30,200 -1,000	-3%	-$8.61K	0.07%	86
2020 Q2	$257K	Sell	31,200 -1,500	-5%	-$12K	0.08%	84
2020 Q1	$240K	Hold	32,700	–	–	0.09%	87
2019 Q4	$342K	Hold	32,700	–	–	0.1%	83
2019 Q3	$329K	Hold	32,700	–	–	0.11%	72
2019 Q2	$324K	Sell	32,700 -3,500	-10%	-$33.8K	0.11%	72
2019 Q1	$345K	Sell	36,200 -1,500	-4%	-$13.8K	0.12%	63
2018 Q4	$314K	Hold	37,700	–	–	0.13%	64
2018 Q3	$349K	Sell	37,700 -1,500	-4%	-$14K	0.12%	63
2018 Q2	$366K	Sell	39,200 -2,750	-7%	-$27K	0.13%	64
2018 Q1	$420K	Sell	41,950 -1,000	-2%	-$9.87K	0.16%	63
2017 Q4	$444K	Hold	42,950	–	–	0.16%	66
2017 Q3	$454K	Hold	42,950	–	–	0.17%	65
2017 Q2	$447K	Sell	42,950 -550	-1%	-$5.59K	0.17%	65
2017 Q1	$427K	Sell	43,500 -600	-1%	-$5.93K	0.16%	67
2016 Q4	$434K	Sell	44,100 -1,300	-3%	-$12.4K	0.18%	62
2016 Q3	$455K	Hold	45,400	–	–	0.2%	59
2016 Q2	$455K	Sell	45,400 -1,075	-2%	-$10.6K	0.2%	59
2016 Q1	$435K	Sell	46,475 -2,500	-5%	-$23.1K	0.2%	57
2015 Q4	$449K	Hold	48,975	–	–	0.21%	56
2015 Q3	$440K	Sell	48,975 -1,500	-3%	-$13.8K	0.23%	55
2015 Q2	$462K	Sell	50,475 -1,000	-2%	-$9.55K	0.2%	81
2015 Q1	$491K	Sell	51,475 -2,800	-5%	-$26.7K	0.2%	84
2014 Q4	$519K	Sell	54,275 -2,000	-4%	-$18.6K	0.22%	82
2014 Q3	$518K	Sell	56,275 -1,750	-3%	-$16.5K	0.23%	84
2014 Q2	$563K	Sell	58,025 -1,100	-2%	-$10.5K	0.25%	76
2014 Q1	$549K	Sell	59,125 -5,050	-8%	-$46K	0.27%	79
2013 Q4	$569K	Sell	64,175 -2,500	-4%	-$21.8K	0.28%	75
2013 Q3	$579K	Sell	66,675 -4,400	-6%	-$39.6K	0.31%	76
2013 Q2	$679K	Buy	+71,075	New	+$720K	0.36%	73

Other funds holding JPC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Noesis Capital Mangement's JPC Position: Q1 2025 in Review

Noesis Capital Mangement sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 13,433 shares — an estimated $106K sold.

Noesis Capital Mangement first reported a position in JPC in Q2 2013 and held it in 37 quarters. The position peaked at $679K in Q2 2013. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

Noesis Capital Mangement reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Noesis Capital Mangement sold 13,433 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $106K.
Noesis Capital Mangement first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2013 and held it in 37 quarters.
Noesis Capital Mangement's Nuveen Preferred & Income Opportunities Fund position peaked at $679K in Q2 2013.
283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on Noesis Capital Mangement's 13F filing for Q1 2025, filed 6 May 2025.