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Second Line Capital’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Second Line Capital’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
Q1 		– Sell
-11,948
Closed -$93.9K – 151
2024
Q4 		$93.9K Sell
11,948
-4,944
-29% -$39.8K 0.03% 129
2024
Q3 		$138K Hold
16,892
– – 0.04% 134
2024
Q2 		$127K Buy
16,892
+4,341
+35% +$31.2K 0.04% 113
2024
Q1 		$90.8K Buy
+12,551
New +$89.1K 0.03% 112

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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 $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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Second Line Capital's JPC Position: Q1 2025 in Review

Second Line Capital sold out of Nuveen Preferred & Income Opportunities Fund (JPC) in Q1 2025, closing a stake of 11,948 shares — an estimated $93.9K sold.

Second Line Capital first reported a position in JPC in Q1 2024 and held it in 4 quarters. The position peaked at $138K in Q3 2024. 283 funds tracked by Wall St. Rank hold JPC as of Q1 2025.

  • Second Line Capital reported no remaining Nuveen Preferred & Income Opportunities Fund position as of Q1 2025 after selling out during the quarter.
  • Second Line Capital sold 11,948 Nuveen Preferred & Income Opportunities Fund shares in Q1 2025, an estimated $93.9K.
  • Second Line Capital first reported a position in Nuveen Preferred & Income Opportunities Fund in Q1 2024 and held it in 4 quarters.
  • Second Line Capital's Nuveen Preferred & Income Opportunities Fund position peaked at $138K in Q3 2024.
  • 283 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q1 2025.

Based on Second Line Capital's 13F filing for Q1 2025, filed 15 May 2025.