Tallon Kerry Patrick’s Nuveen Preferred & Income Opportunities Fund JPC Stock Holding History

Tallon Kerry Patrick’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
2024 Q4	$122K	Buy	+15,297	New	+$123K	0.12%	95

Other funds holding JPC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Tallon Kerry Patrick's JPC Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Nuveen Preferred & Income Opportunities Fund (JPC) in Q4 2024: 15,297 shares worth $122K. The stake represents 0.12% of the portfolio and ranks #95 among its holdings.

298 funds tracked by Wall St. Rank hold JPC as of Q4 2024.

Tallon Kerry Patrick held 15,297 shares of Nuveen Preferred & Income Opportunities Fund worth $122K as of Q4 2024.
Nuveen Preferred & Income Opportunities Fund was a new Tallon Kerry Patrick position in Q4 2024.
Nuveen Preferred & Income Opportunities Fund made up 0.12% of Tallon Kerry Patrick's portfolio in Q4 2024, its #95 holding.
298 funds tracked by Wall St. Rank held Nuveen Preferred & Income Opportunities Fund as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.