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Strategic Financial Concepts’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Strategic Financial Concepts’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 		$130K Buy
17,274
+4,720
+38% +$38.2K 0.03% 297
2025
Q4 		$102K Buy
+12,554
New +$102K 0.09% 126
2025
Q2 		– Sell
-19,768
Closed -$157K – 330
2025
Q1 		$157K Sell
19,768
-1,113
-5% -$8.88K 0.03% 325
2024
Q4 		$164K Buy
20,881
+10,105
+94% +$81.3K 0.03% 325
2024
Q3 		$87K Sell
10,776
-81,518
-88% -$632K 0.03% 243
2024
Q2 		$84.4K Buy
92,294
+71,741
+349% +$515K 0.05% 197
2024
Q1 		$148K Buy
20,553
+9,676
+89% +$68.7K 0.04% 301
2023
Q4 		$73.5K Sell
10,877
-1,373
-11% -$8.73K 0.04% 144
2023
Q3 		$77.5K Hold
12,250
– – 0.03% 262
2023
Q2 		$79.4K Hold
12,250
– – 0.03% 251
2023
Q1 		$80.6K Buy
+12,250
New +$89.5K 0.03% 238

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