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Samalin Investment Counsel’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Samalin Investment Counsel’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
2026
Q1 		$797K Sell
105,673
-13,258
-11% -$107K 0.28% 94
2025
Q4 		$965K Sell
118,931
-1,438
-1% -$11.7K 0.34% 78
2025
Q3 		$987K Buy
120,369
+5,547
+5% +$45K 0.34% 79
2025
Q2 		$921K Buy
114,822
+4,248
+4% +$32.9K 0.35% 75
2025
Q1 		$880K Buy
110,574
+4,383
+4% +$35K 0.36% 82
2024
Q4 		$835K Buy
106,191
+4,830
+5% +$38.9K 0.36% 81
2024
Q3 		$818K Buy
101,361
+6,115
+6% +$47.4K 0.36% 82
2024
Q2 		$711K Buy
95,246
+506
+0.5% +$3.63K 0.33% 89
2024
Q1 		$681K Buy
94,740
+2,137
+2% +$15.2K 0.32% 94
2023
Q4 		$626K Buy
+92,603
New +$589K 0.32% 96

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return