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Richards, Merrill & Peterson’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-700
Closed -$5.57K – 341
2025
Q1 		$5.57K Hold
700
– – ﹤0.01% 434
2024
Q4 		$5.5K Buy
+700
New +$5.63K ﹤0.01% 417

Other funds holding JPC

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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Richards, Merrill & Peterson's JPC Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q2 2025, closing a stake of 700 shares — an estimated $5.57K sold.

Richards, Merrill & Peterson first reported a position in JPC in Q4 2024 and held it in 2 quarters. The position peaked at $5.57K in Q1 2025. 288 funds tracked by Wall St. Rank hold JPC as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 700 Nuveen Preferred & Income Opportunities Fund shares in Q2 2025, an estimated $5.57K.
  • Richards, Merrill & Peterson first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Nuveen Preferred & Income Opportunities Fund position peaked at $5.57K in Q1 2025.
  • 288 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.