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

Shulman DeMeo 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
2026 Q2	$609K	Sell	77,280 -421	-0.5%	-$3.31K	0.11%	63
2026 Q1	$586K	Sell	77,701 -7,653	-9%	-$61.9K	0.12%	63
2025 Q4	$692K	Sell	85,354 -3,700	-4%	-$30.1K	0.16%	46
2025 Q3	$730K	Sell	89,054 -417	-0.5%	-$3.38K	0.17%	43
2025 Q2	$718K	Sell	89,471 -183	-0.2%	-$1.42K	0.18%	43
2025 Q1	$714K	Sell	89,654 -946	-1%	-$7.55K	0.2%	42
2024 Q4	$712K	Buy	90,600 +34	+0%	+$273	0.19%	41
2024 Q3	$731K	Buy	90,566 +43	+0%	+$334	0.18%	46
2024 Q2	$676K	Sell	90,523 -172	-0.2%	-$1.24K	0.18%	48
2024 Q1	$652K	Sell	90,695 -474	-0.5%	-$3.36K	0.17%	48
2023 Q4	$616K	Buy	+91,169	New	+$580K	0.17%	49

Other funds holding JPC

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return