PJWM
JPC icon

Philip James Wealth Mangement’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Philip James Wealth 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
Q3 		– Sell
-10,000
Closed -$80.2K – 189
2025
Q2 		$80.2K Hold
10,000
– – 0.01% 169
2025
Q1 		$79.6K Hold
10,000
– – 0.01% 167
2024
Q4 		$78.6K Hold
10,000
– – 0.01% 172
2024
Q3 		$80.7K Buy
+10,000
New +$77.6K 0.01% 164

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

Philip James Wealth Mangement's JPC Position: Q3 2025 in Review

Philip James Wealth Mangement sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q3 2025, closing a stake of 10,000 shares — an estimated $80.2K sold.

Philip James Wealth Mangement first reported a position in JPC in Q3 2024 and held it in 4 quarters. The position peaked at $80.7K in Q3 2024. 313 funds tracked by Wall St. Rank hold JPC as of Q3 2025.

  • Philip James Wealth Mangement reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 10,000 Nuveen Preferred & Income Opportunities Fund shares in Q3 2025, an estimated $80.2K.
  • Philip James Wealth Mangement first reported a position in Nuveen Preferred & Income Opportunities Fund in Q3 2024 and held it in 4 quarters.
  • Philip James Wealth Mangement's Nuveen Preferred & Income Opportunities Fund position peaked at $80.7K in Q3 2024.
  • 313 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2025.

Based on Philip James Wealth Mangement's 13F filing for Q3 2025, filed 24 Oct 2025.