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

StoneX 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
2026
Q1 		$700K Buy
92,101
+14,576
+19% +$118K 0.04% 337
2025
Q4 		$629K Sell
77,525
-5,305
-6% -$43.1K 0.03% 466
2025
Q3 		$685K Buy
82,830
+29,716
+56% +$241K 0.03% 453
2025
Q2 		$429K Buy
53,114
+2,334
+5% +$18.1K 0.02% 549
2025
Q1 		$407K Buy
50,780
+15,781
+45% +$126K 0.02% 532
2024
Q4 		$275K Buy
+34,999
New +$282K 0.02% 635
2024
Q1 		– Sell
-12,272
Closed -$83K – 412
2023
Q4 		$83K Buy
+12,272
New +$78.1K 0.04% 301
2022
Q3 		– Sell
-11,281
Closed -$86.4K – 439
2022
Q2 		$86.4K Buy
+11,281
New +$90K 0.01% 397

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