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Snowden Capital Advisors’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Snowden Capital Advisors’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 		$181K Sell
23,742
-3,882
-14% -$31.4K ﹤0.01% 1234
2025
Q4 		$224K Buy
27,624
+11,139
+68% +$90.5K 0.01% 1169
2025
Q3 		$136K Sell
16,485
-6,722
-29% -$54.5K ﹤0.01% 1216
2025
Q2 		$188K Sell
23,207
-2,972
-11% -$23K 0.01% 1174
2025
Q1 		$210K Buy
26,179
+2,447
+10% +$19.5K 0.01% 1139
2024
Q4 		$187K Hold
23,732
– – 0.01% 1156
2024
Q3 		$193K Hold
23,732
– – 0.01% 1178
2024
Q2 		$179K Sell
23,732
-2,000
-8% -$14.4K 0.01% 1149
2024
Q1 		$186K Buy
25,732
+24
+0.1% +$170 0.01% 1136
2023
Q4 		$174K Buy
+25,708
New +$164K 0.01% 1085

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