SIG
JPC icon

Stonegate Investment Group’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Stonegate Investment Group’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
Q3 		$127K Hold
15,488
– – ﹤0.01% 397
2025
Q2 		$124K Sell
15,488
-500
-3% -$3.88K ﹤0.01% 391
2025
Q1 		$127K Hold
15,988
– – ﹤0.01% 353
2024
Q4 		$126K Hold
15,988
– – ﹤0.01% 343
2024
Q3 		$129K Hold
15,988
– – ﹤0.01% 352
2024
Q2 		$119K Hold
15,988
– – ﹤0.01% 344
2024
Q1 		$115K Sell
15,988
-1,977
-11% -$14K ﹤0.01% 320
2023
Q4 		$121K Sell
17,965
-1,634
-8% -$10.4K ﹤0.01% 294
2023
Q3 		$124K Hold
19,599
– – ﹤0.01% 286
2023
Q2 		$127K Hold
19,599
– – ﹤0.01% 298
2023
Q1 		$129K Hold
19,599
– – ﹤0.01% 299
2022
Q4 		$143K Hold
19,599
– – 0.01% 293
2022
Q3 		$136K Hold
19,599
– – 0.01% 276
2022
Q2 		$150K Hold
19,599
– – 0.01% 278
2022
Q1 		$168K Hold
19,599
– – 0.01% 252
2021
Q4 		$191K Buy
+19,599
New +$190K 0.01% 254

Other funds holding JPC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Stonegate Investment Group's JPC Position: Q3 2025 in Review

Stonegate Investment Group held its Nuveen Preferred & Income Opportunities Fund (JPC) position steady in Q3 2025 at 15,488 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Stonegate Investment Group first reported a position in JPC in Q4 2021 and has held it in 16 quarters since. The position peaked at $191K in Q4 2021. 313 funds tracked by Wall St. Rank hold JPC as of Q3 2025.

  • Stonegate Investment Group held 15,488 shares of Nuveen Preferred & Income Opportunities Fund worth $127K as of Q3 2025.
  • Stonegate Investment Group left its Nuveen Preferred & Income Opportunities Fund share count unchanged in Q3 2025.
  • Nuveen Preferred & Income Opportunities Fund made up ﹤0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #397 holding.
  • Stonegate Investment Group first reported a position in Nuveen Preferred & Income Opportunities Fund in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Nuveen Preferred & Income Opportunities Fund position peaked at $191K in Q4 2021.
  • 313 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.