OWP
JPC icon

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

Obermeyer 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
2024
Q2 		– Sell
-10,977
Closed -$78.9K – 254
2024
Q1 		$78.9K Hold
10,977
– – ﹤0.01% 250
2023
Q4 		$74.2K Buy
+10,977
New +$69.8K 0.01% 213

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Obermeyer Wealth Partners's JPC Position: Q2 2024 in Review

Obermeyer Wealth Partners sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2024, closing a stake of 10,977 shares — an estimated $78.9K sold.

Obermeyer Wealth Partners first reported a position in JPC in Q4 2023 and held it in 2 quarters. The position peaked at $78.9K in Q1 2024. 280 funds tracked by Wall St. Rank hold JPC as of Q2 2024.

  • Obermeyer Wealth Partners reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 10,977 Nuveen Preferred & Income Opportunities Fund shares in Q2 2024, an estimated $78.9K.
  • Obermeyer Wealth Partners first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2023 and held it in 2 quarters.
  • Obermeyer Wealth Partners's Nuveen Preferred & Income Opportunities Fund position peaked at $78.9K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2024, filed 1 Aug 2024.