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Northstar Financial Companies’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Northstar Financial Companies’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
Q3 		– Sell
-12,475
Closed -$100K – 105
2025
Q2 		$100K Sell
12,475
-23,312
-65% -$181K 0.1% 99
2025
Q1 		$285K Sell
35,787
-8,696
-20% -$69.4K 0.31% 78
2024
Q4 		$350K Buy
+44,483
New +$358K 0.33% 67

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northstar Financial Companies's JPC Position: Q3 2025 in Review

Northstar Financial Companies sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2025, closing a stake of 12,475 shares — an estimated $100K sold.

Northstar Financial Companies first reported a position in JPC in Q4 2024 and held it in 3 quarters. The position peaked at $350K in Q4 2024. 313 funds tracked by Wall St. Rank hold JPC as of Q3 2025.

  • Northstar Financial Companies reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Northstar Financial Companies sold 12,475 Nuveen Preferred & Income Opportunities Fund shares in Q3 2025, an estimated $100K.
  • Northstar Financial Companies first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and held it in 3 quarters.
  • Northstar Financial Companies's Nuveen Preferred & Income Opportunities Fund position peaked at $350K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2025.

Based on Northstar Financial Companies's 13F filing for Q3 2025, filed 12 Nov 2025.