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Readystate Asset Management’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Readystate Asset Management’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
Q4 		– Sell
-179,162
Closed -$1.47M – 435
2025
Q3 		$1.47M Buy
179,162
+91,138
+104% +$739K 0.06% 170
2025
Q2 		$706K Buy
+88,024
New +$682K 0.02% 243

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Readystate Asset Management's JPC Position: Q4 2025 in Review

Readystate Asset Management sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2025, closing a stake of 179,162 shares — an estimated $1.47M sold.

Readystate Asset Management first reported a position in JPC in Q2 2025 and held it in 2 quarters. The position peaked at $1.47M in Q3 2025. 328 funds tracked by Wall St. Rank hold JPC as of Q4 2025.

  • Readystate Asset Management reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q4 2025 after selling out during the quarter.
  • Readystate Asset Management sold 179,162 Nuveen Preferred & Income Opportunities Fund shares in Q4 2025, an estimated $1.47M.
  • Readystate Asset Management first reported a position in Nuveen Preferred & Income Opportunities Fund in Q2 2025 and held it in 2 quarters.
  • Readystate Asset Management's Nuveen Preferred & Income Opportunities Fund position peaked at $1.47M in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2025.

Based on Readystate Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.